South State Bank hires experienced lawyer and financial advisor for Greenville Private Wealth Team
October 19, 2019
South State Bank announced Joe Beach, wealth advisor, has joined the company’s Private Wealth team.
Beach comes to South State with an extensive knowledge of estate planning, business planning and tax law. He most recently served as regional trust advisor for a large regional bank where he regularly reviewed estate planning documents and made recommendations to high net worth and ultra-high net worth clients. Prior to that, Beach practiced law for more than 20 years and worked for a private wealth management firm.
“Because of his extensive background as a wealth advisor and attorney, Joe has a very unique skill set that South State Wealth clients will surely benefit from,” said Mike Coggin, Upstate division president at South State. “His experience gives him exceptional insight into the nuances of strategic estate planning and the legal considerations that should be made during that process. We are proud to have a wealth advisor of Joe’s caliber serving the Greenville community.”
Beach uses a distinctive, personal approach to identify the wealth planning goals of his clients. His goal is to serve as a resource to clients interested in passing down material wealth and wisdom to their families. He is a graduate of the Cumberland School of Law at Samford University and holds a business degree with a proficiency in accounting from Tennessee Temple University.
Beach will be located at the South State Bank office at 200 E. Broad St. in Greenville.
South State Corporation
South State Corporation (NASDAQ: SSB) is a financial services company headquartered in Columbia, South Carolina, with over $15.7 billion in assets. South State Bank, the company’s primary subsidiary, provides consumer, commercial, mortgage and wealth management solutions throughout the Carolinas, Georgia, and Virginia. South State has served customers since 1934. Additional information is available at SouthStateBank.com.
Investment products of South State Wealth are not insured South State Bank deposits and are not FDIC insured. These products are not obligations of South State Bank and are not endorsed, recommended or guaranteed by South State Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
