SouthState Investment Services logo

SouthState Investment Services Employee Directory

Financial ServicesSouth Carolina, United States11-50 Employees

SouthState Investment Services provides investment management and personalized financial planning designed to help clients preserve and grow wealth. The firm's consultants pursue a holistic approach that blends time-tested investment disciplines with tailored planning to address retirement timing, retirement income, and portfolio diversification. Based in Charleston, South Carolina, the organization operates as part of a broader financial services group with a small team focused on client service.

Securities and advisory services are offered through LPL Financial, and insurance products are available through LPL or its affiliates; as such, SouthState Investment Services is not registered as a broker-dealer or investment adviser. In May 2026, SouthState Bank announced a partnership with Six/Ten LLC to support a downtown development, illustrating ongoing bank-level activity in the region.

Find SouthState Investment Services employees' phone numbers or email addresses

SouthState Investment Services Global Highlights

Location
Employees

North America
41

Minus sign iconPlus sign icon
  • United States Of America
    41

SouthState Investment Services's Leadership

  • Stylized image of a person
    R. G.
    Regional Manager - Financial Consultant ; Senior Vice President
  • Stylized image of a person
    T. J.
    Vice President, Plan Consultant
  • Stylized image of a person
    R. R.
    Senior Vice President, Financial Consultant
  • Stylized image of a person
    K. N.
    Business Development Coordinator
  • Stylized image of a person
    S. J.
    Wealth New Business Officer

SouthState Investment Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant
  • Finance

Contact profiles from SouthState Investment Services

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. G.
    Regional Manager - Financial Consultant ; Senior Vice President
    Jul 08, 2026
  • Stylized image of a person
    T. J.
    Vice President, Plan Consultant
    May 26, 2026
  • Stylized image of a person
    R. R.
    Senior Vice President, Financial Consultant
    Oct 23, 2024
  • Stylized image of a person
    K. N.
    Business Development Coordinator
    Jun 02, 2026
  • Stylized image of a person
    S. J.
    Wealth New Business Officer
    Jul 07, 2026

Frequently Asked Questions

What is SouthState Investment Services known for?

Minus sign iconPlus sign icon
SouthState Investment Services operates in the Financial Services industry. Explore SouthState Investment Services's company overview page for more information.

What is SouthState Investment Services's most common email format?

Minus sign iconPlus sign icon
SouthState Investment Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SouthState Investment Services email formats with LeadIQ.

How many employees does SouthState Investment Services have currently?

Minus sign iconPlus sign icon
SouthState Investment Services has approximately 49 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are SouthState Investment Services's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, SouthState Investment Services's key employees include:

  • Regional Manager - Financial Consultant ; Senior Vice President: R. G.
  • Vice President, Plan Consultant: T. J.
  • Senior Vice President, Financial Consultant: R. R.
  • Business Development Coordinator: K. N.
  • Wealth New Business Officer: S. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.