Financial Managers

South State Private Wealth

520 Gervais Street

Columbia, SC 29201

Phone: 803.231.3551

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Front row: Michelle Croft, Jaclyn M. Giglio, Ann S. Gluse, Randall L. Fisher Middle row: John Leighton, Tatiana Williams, Trent Thompson Back row: George S. King, Jr., David M. Kirkpatrick, Deedie Jordan, Richard J. Linden

SouthState Private Wealth offers the most sophisticated wealth management tools available, combined with a distinctive, personal approach. Their mission and passion is to help clients not only build and preserve wealth, but also to create a strategy that will help in the pursuit of life’s goals. Whether the focus is philanthropy, education, growing wealth, or taking care of family, SouthState is here to serve as a trusted partner and to help guide the way.

Financial and Estate Planning

For many years, SouthState Private Wealth has helped families build estate plans to provide financial security for surviving family members, to pass assets to future generations and to charity, and to reduce estate taxes. By working in concert with other key family advisors, SouthState helps develop tailored financial, estate, and tax-planning solutions to address clients’ personal, family, and philanthropic goals.

Asset Management

SouthState believes that sound financial planning, derived from a deep understanding of a family’s financial goals and aspirations, is essential in proper asset allocation and investment portfolio construction. The focus is on long-term investing with an emphasis on quality, diversification, and an underlying belief that asset allocation is the primary determinant of a portfolio’s return.

Trust Administration

Drawing on many years of experience, SouthState is able to provide tailored, proactive assistance in administering a trust, and can serve as trustee, co-trustee, or as an agent for a trustee. 

Premier Private Client Group 

The Premier Private Client Group at SouthState offers you personalized service from a dedicated team that understands your distinct financial needs. Their high-touch service grants you access to seasoned, insightful financial experts ready to navigate the intricacies of your financial landscape.

SouthState offers a wealth of capability, delivered by a trusted advisor who listens closely and takes the time to understand your situation fully. They offer deep subject matter expertise coupled with a local, proactive approach. Their experienced team of attorneys, CPAs, certified financial planners, certified trust and financial advisors, chartered financial analysts, and accredited investment fiduciaries is dedicated to advising families regarding complex financial matters.

First-rate guidance on a first-name basis. That’s the SouthState way.


Investment products are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution.