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Investment Services

Investment Services

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Icon for Investment Services

At SouthState Investment Services, we strive to deliver exceptional financial insight and personalized service to help position you toward preserving and growing your wealth.

We are committed to listening closely and taking the time to develop a comprehensive investment strategy driven by your personal needs and goals. Whatever your needs may be, we’re here to serve as a valued partner to guide you along your journey.

To learn how we can help you with investments, financial planning or retirement, contact us today.

headshot for Andy Dalrymple, CFP®
Andy Dalrymple, CFP®

SVP, Financial Consultant
West Charleston/Johns Island

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headshot for Neal Webb, CFP®
Neal Webb, CFP®

SVP, Financial Consultant
Mt. Pleasant

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headshot for Ryan Reeves, CFP®
Ryan Reeves, CFP®

SVP, Financial Consultant

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headshot for Zach Volousky, MBA
Zach Volousky, MBA

FVP, Financial Consultant
Charleston/James Island

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headshot for Stacy Cannon
Stacy Cannon

SVP, Financial Consultant

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Let's Start a Conversation

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Let's Start a Conversation

(800) 382-0564
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  • Broker                                                                          LPL Financial Form CRS

    Your Bank (“SouthState Bank”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
    Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

    *Please consult your tax-advisor for tax related issues.
    **Products and services offered through LPL Financial.

    Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

    The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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