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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

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  • United States Of America
    41

SouthState Investment Services's Leadership

  • Vice President, Plan Consultant at SouthState Investment Services
    T. J.
    Vice President, Plan Consultant
    Mobile Phone
  • Senior Vice President, Financial Consultant at SouthState Investment Services
    R. R.
    Senior Vice President, Financial Consultant
    Mobile Phone
  • Business Development Coordinator at SouthState Investment Services
    K. N.
    Business Development Coordinator
    Mobile Phone
  • Regional Manager - Financial Consultant Senior Vice President at SouthState Investment Services
    R. G.
    Regional Manager - Financial Consultant Senior Vice President
    Mobile Phone

SouthState Investment Services Employee Metrics

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

Contact profiles from SouthState Investment Services

Name
Title
Contact
Location
Last Update
  • Vice President, Plan Consultant at SouthState Investment Services
    T. J.
    Vice President, Plan Consultant
    Mobile Phone
    Aug 27, 2026
  • Senior Vice President, Financial Consultant at SouthState Investment Services
    R. R.
    Senior Vice President, Financial Consultant
    Mobile Phone
    Oct 23, 2024
  • Business Development Coordinator at SouthState Investment Services
    K. N.
    Business Development Coordinator
    Mobile Phone
    Sep 11, 2026
  • Regional Manager - Financial Consultant Senior Vice President at SouthState Investment Services
    R. G.
    Regional Manager - Financial Consultant Senior Vice President
    Mobile Phone
    Sep 15, 2026

Frequently Asked Questions

What is SouthState Investment Services known for?

Minus sign iconPlus sign iconSouthState 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 iconSouthState Investment Services employees' email format typically follows the pattern of First.Last@southstatebank.com. 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 iconSouthState Investment Services has approximately 50 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

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

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