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Toniette Mathis

Financial Consultant

Senior Vice President

Easley, SC

Toniette Mathis

Toniette Mathis is a Senior Vice President, Financial Consultant specializing in helping individuals and families pursue their financial planning goals. She provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans.

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.
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  • Series 7, 66, 63, and 26 securities licenses at LPL Financial
  • SC Life, Accident and Health Insurance license


  • Clemson University – Bachelor of Science in Financial Management with an emphasis in Investments

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    **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:

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