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Zach Volousky, PPC®

Financial Consultant

First Vice President

Charleston, SC

Zach Volousky, PPC®

Zach Volousky is a Financial Consultant with South State Investment Services serving the James Island and downtown Charleston market. He provides clients with strategic advice and guidance on their long term goals including retirement, income, college savings and other investment needs.

Born and raised in James Island, Zach joined South State Bank in 2007 serving in various roles before joining the Investment Services Group in 2013. He has degrees in Accounting and Finance from the College of Charleston and his MBA from the Citadel. In addition, he has his Series 7 and 66 Securities registrations held with LPL Financial and his SC Life, Accident and Health Insurance license.

He is a member of the James Island Yacht Club and Saint James Church. He was awarded the Spinnaker Award in 2021 at the James Island Yacht Club for his community involvement on James Island. He was named as a Charleston Regional Business Journal Forty Under 40 in 2022. He was also on the executive committee with the Leukemia and Lymphoma Society’s Light the Night event in 2021. He is actively involved with the Leukemia and Lymphoma Society’s advocacy group and regularly meets with legislators to push for a cure, expand healthcare access and enrich the lives of blood cancer patients. He was also awarded the best financial planner by the Charleston City Paper in 2020. In his free time, he enjoys spending time with his family, as well as boating, golfing and fishing.
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Certifications

  • Series 7 and 66 Securities registrations held with LPL Financial
  • SC Life, Accident and Health Insurance license
  • Professional Plan Consultant®

Education

  • College of Charleston – Accounting and Finance
  • Citadel – MBA
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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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