Toniette Mathis joins South State Investment Services as Senior Vice President and Financial Consultant
Thursday, June 22nd, 2017
South State Investment Services announced that Toniette Mathis has joined the Upstate Region as a senior vice president and financial consultant.
With over 15 years of investment management experience, Mathis provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans.
A native of Easley, SC, Mathis earned a Bachelor of Science in Financial Management with an emphasis in Investments from Clemson University. She also holds her Series 7, 66, 63, and 26 securities licenses at LPL Financial and her SC Life, Accident and Health Insurance license.
Focusing on the development and implementation of investment strategies to help clients pursue their immediate and future goals, Mathis 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. She also consults on risk management, retirement planning, and other critical financial strategies.
An active member of the community, Mathis has served on the boards of the American Red Cross Association of upstate South Carolina and was also a member of the Easley Jr. Women’s Club.