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Tim Hollinger, CFP®, CPFA™, CEBS

Plan Consultant

Vice President

Jacksonville, FL

Tim Hollinger, CFP®, CPFA™, CEBS

Tim Hollinger is a Plan Consultant with SouthState Investment Services. He works exclusively with businesses and tax-exempt organizations to design, implement and manage employer retirement plans that are intentionally simple yet remarkably flexible. To accomplish this, Tim helps organizations design a well-documented process for all aspects of their retirement program to ensure it is structured to meet their goals to benefit their employees.

Tim began his career in financial services in 1998 and has been specializing in employer retirement plans that entire time. He dedicated 24 years as a retirement plan specialist with one of the industry's largest retirement plan providers before deciding to serve organizations directly as a Plan Consultant in 2022.

Community service is an important investment for Tim and he serves on the Builders Society Board of the United Way of Northeast Florida as well as the Career Management Board for Jacksonville University. He is also active with the Boy Scouts of America and serves as a Youth Leader. Tim also enjoys spending time with his wife and two teenage boys in Fleming Island, FL.
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Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Plan Fiduciary Advisor (CPFA™)
  • Certified Employee Benefit Specialist (CEBS)
  • Securities License Series 24, 7, 63, 66 held through LPL Financial
  • Florida Life and Health Insurance Licenses

Education

  • B.S. in Communication, Florida State University
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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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