Toniette Mathis
Financial Consultant
Senior Vice President
Easley, SC
Toniette Mathis
She joined South State Investment Services bringing over 18 years of investment management experience to business owners, executives and her valued clients. She holds her Series 7, 66, 63, and 26 securities licenses at LPL Financial and her SC Life, Accident and Health Insurance license.Toniette's focus is the development and implementation of investment strategies to help clients pursue their immediate and future goals. She follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to help obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies.
Toniette has previously served on the board of the American Red Cross Association, upstate South Carolina and was formerly a member of the Easley Jr. Women's Club. A native of Easley, SC, she earned a Bachelor of Science in Financial Management with an emphasis in Investments at Clemson University. In her spare time, Toniette enjoys volunteer work, reading and volleyball. She and her husband, Johnny, have one son.
Certifications
- Series 7, 66, 63, and 26 securities licenses at LPL Financial
- SC Life, Accident and Health Insurance license
Education
- Clemson University – Bachelor of Science in Financial Management with an emphasis in Investments
Important Legal Disclosures and Information
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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.
