Pawleys Island, SC
Phone: (843) 237-7776
Toll Free: 1-866-287-6002

Trust & Investments

Trust Management
(Sungard Trust Connect Login)
Discount Brokerage
(Sorrento Login)

Brokerage Services

Palmetto Heritage Bank & Trust has partnered with ICBA (Independent Community Bankers Association) and Sorrento Pacific Financial, LLC (Sorrento), a registered Broker/Dealer, member FINRA/SIPC to offer our customers the opportunity to open and manage their own brokerage account. This service is for our customers that manage their portfolios either through the internet or by phone and are looking to handle all their finances conveniently through their financial institution. To talk with someone concerning this service, please call 843-237-7776 and ask to speak to one of the bank's trust professionals or come by the Bank to meet with them at your convenience.


Investment Products are not FDIC Insured, are not deposits or other obligations of, nor guaranteed by Palmetto Heritage Bank & Trust or any Federal Agency and involve investment risk including possible loss of principal invested.

Palmetto Heritage Bank & Trust's website links to third party websites on the internet. Palmetto Heritage Bank & Trust provides links to these websites only for convenience. The inclusion of these links are not endorsements by Palmetto Heritage Bank & Trust. The linked sites are not under the control of Palmetto Heritage Bank & Trust, thus, Palmetto Heritage Bank & Trust is not responsible for the content of any linked site or any link contained within a linked website.


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Many of the photos used on our website were taken by local area photographers, including Chuck Gee of Photographic Collections.