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B. Michael Tollison, PPC®

Regional Manager - Financial Consultant

SVP | Director of Business Strategy

Greenville, SC

B. Michael Tollison, PPC®

Michael Tollison has been in the financial services industry for over 32 years. Born in Charleston SC and raised in the Upstate, he currently serves as the Senior Vice President and Director of Business Strategy for SouthState Investment Services. In his role he manages Financial Consultants throughout the Southeast, helps drive and implement the strategic direction for the team, as well as provides advice and guidance to clients on their financial goals. He is passionate about comprehensive financial planning and works to listen first then build a customized strategy for each client that addresses their retirement, income, investment, insurance and long-term priorities.

Michael is a graduate of Washington and Lee University and has his FINRA Series 7, 24, 63, and 66 securities registrations held with LPL Financial. He is also a Professional Plan Consultant (PPC®) and enjoys helping business owners with their financial goals. He serves as a Board Member for the Tribble Center Special Needs Foundation, is a Producer Circle Member for Euphoria Greenville Food and Wine Festival and is a member of the LPL Ambassador Council. In his free time, he enjoys traveling, fine dining, fly fishing and spending time with his family.
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Certifications

  • FINRA Series 7, 24, 63, and 66 securities registrations held with LPL Financial
  • Professional Plan Consultant®

Education

  • Washington and Lee University
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  • Broker

    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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