Tim B. Sease, CFP®, ChFC
Managing Director of Investment Services
Executive Vice President
Charleston, SC
Tim B. Sease, CFP®, ChFC
Prior to joining the company, Mr. Sease served as President of Home Financial Services, Inc. and in several roles at Home Federal Savings Bank of SC, including Director of Retail Banking, Vice President of Deposit Services and Asset Liability Analyst. He has over 30 years of Financial Services experience. Mr. Sease is a graduate of Winthrop University, where he earned a degree in Communications and a minor in Business Administration. He has his FINRA Series 7, 24, 63, and 65 securities registrations held with LPL Financial, as well as the State of South Carolina Life, Accident, and Health Insurance License. He is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant (ChFC). He has been featured in several Bank Investment Services periodicals and a conference speaker at national conventions, including BISA and FIIA. He also served on the UVEST Investment Services Bank Executive Advisory Council. He was the recipient of the 2007 Winthrop University Distinguished Service Award and was previously named in the Charleston Business Journal's 40 under 40. Under his leadership, SouthState Investment Services was named as the 2022 LPL Program of the Year.
Mr. Sease currently serves on the Winthrop University Board of Trustees where he is a member of the Executive Committee of the Board. In 2019, he was elected as a board member for BISA. In addition, he recently served on the LPL Advisor Council and the Trident United Way Board of Directors. He is a former Elder of Mt. Pleasant Presbyterian Church and also served as chair of the Endowment committee. He and his wife, Tina, currently serve as pre-marital mentors at St. Andrews Anglican Church in the Charleston area. He has been involved in many charities and organizations including a board member for the South Carolina Make-A-Wish Foundation, past President of the Winthrop Alumni Executive Board, Trident League Middle School Head Basketball Coach, and an I-Beam mentor reader in the Charleston County School District.
In his free time, he enjoys spending time with his wife, twin sons and extended family as well as traveling and golfing.
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant (ChFC)
- FINRA Series 7, 24, 63, and 65 securities registrations held with LPL Financial
- South Carolina Life, Accident, and Health Insurance License
Education
- Winthrop University – Communications and a minor in Business Administration
Important Legal Disclosures and Information
-
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:Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value 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.
