Financial Advisor, SunTrust Investment Services, Inc.
Toniette Mathis is a Financial Advisor specializing in helping individuals and families achieve their financial planning goals, by providing advice on investment planning, insurance planning, tax wise investing, retirement planning, estate strategies, wealth transfer planning and educational savings planning. She offers business owners, executives and other clients more than 15 years of investment management experience. Toniette came to SunTrust Investment Services while completing her finance degree at Clemson University.
Toniette's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. Supported by her Investment Associate, Hillary Henderson, she 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 in order to obtain measurable results. She also consults on risk management, retirement planning, estate planning and other critical financial strategies.
Toniette serves on the board of the American Red Cross Association, upstate South Carolina and is a member of the Easley Jr. Women's Club. A native of Easley, SC, she earned a Bachelor of Science in Financial Management with an emphasis in Investments at Clemson University. In her spare time, Toniette enjoys volunteer work, reading and volleyball. She and her husband, John, have one son.
SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.
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