Manage your financial future with CenterState Wealth Management with the help of our experienced Financial Consultants.

Investment Strategies and Services

Through our partnership with LPL Financial, we are able to provide our customers with a full-range of investment products, such as:

  • Stocks, Bonds, & Mutual Funds
  • Fixed, Index & Variable Annuities
  • Life Insurance
  • Roth IRAs & Traditional IRAs
  • Separately Managed Accounts
  • Asset Management Programs
  • 401(k) & other Business Retirement Plans
  • Estate & College Planning
Broker Check by FINRA

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. South State Bank, N.A. and CenterState Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CenterState Wealth Management and may also be employees of South State Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank, N.A. or CenterState Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

South State Bank & CenterState Bank, N.A. have merged to become South State Bank, N.A.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.