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Neal Webb, CFP®, MBA, PPC®

Financial Consultant

Senior Vice President

Mt. Pleasant, SC

Neal Webb, CFP®, MBA, PPC®

Neal Webb is a CERTIFIED FINANCIAL PLANNER™ professional and Financial Consultant in the Charleston and Mt. Pleasant markets. He helps clients pursue their long term goals through comprehensive financial planning including retirement, investments, income, insurance and college savings. Neal has his Series 7 and 66 securities registrations held with LPL Financial as well as his SC Life, Accident and Health Insurance License.
 
Prior to joining South State Investment Services, Neal served as a Financial Advisor with Morgan Stanley Smith Barney in Charleston. Mr. Webb is a graduate of Charleston Southern University where he received his Masters of Business Administration. In his free time he enjoys playing golf, tennis and spending time with his wife and daughter.
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Certifications

  • Series 7 and 66 securities registrations held with LPL Financial
  • SC Life, Accident and Health Insurance License
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Professional Plan Consultant®

Education

  • Charleston Southern University – Masters of Business Administration
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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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