Wallick Investments celebrates 10-year partnership with Wade Stinnette
March 28, 2025
Wallick Investments, LLC celebrated Principal and Senior Portfolio Manager Wade Stinnette’s 10-year anniversary with the firm, and the 3-year anniversary of the firm’s Fidelis 100 Index, with dinner at the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Ivy Asset Group announces a senior debt investment in Silver Creek Dental Partners
March 27, 2025
Ivy Asset Group, a leading private credit firm based in Charleston, South Carolina, announced that its Ivy Evergreen Fund has closed a debt financing agreement with Silver Creek Dental Partners,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Kelly Crawford joins Palmetto State Bank as CFO
March 18, 2025
Kelly Crawford is the new chief financial officer for Palmetto State Bank, a Lowcountry community bank that is now reaching out into South Carolina’s largest markets. He will be helping…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Boiling Springs Branch is Truliant’s latest in Upstate S.C. expansion
March 12, 2025
Truliant, a top 100 U.S. credit union, announced the opening of a new branch location in Boiling Springs, S.C., as part of its ongoing expansion in Upstate South Carolina. The…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
New market executives take Palmetto State Bank into Greenville and Charleston
March 11, 2025
Othniel Laffitte and Ted Malinowski are the new market executives for Palmetto State Bank, and they are the vanguard of an exciting new venture for the venerable Lowcountry community bank.…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
CEO Andy Westbrook leads Palmetto State Bank as it welcomes new opportunities
March 11, 2025
Andy Westbrook is the new president and CEO of Palmetto State Bank. In this position he will lead a venerable community bank that has faithfully and effectively served customers in…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
The Southern Bank invests in the future: supporting community growth through associate development
March 10, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the appointment of Jacob Mallon as the newest member of the team, serving as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
Bank of America museums on US® offers free admission March 1st and 2nd
March 3, 2025
WHAT: Bank of America, Merrill and Bank of America Private Bank cardholders can receive FREE general admission to two cultural attractions Saturday and Sunday. Partner institutions, International African American Museum…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, the-arts
Founders Federal Credit Union names Ray Tanner to Board of Directors
February 28, 2025
The Founders Federal Credit Union Board of Directors has appointed Ray Tanner to serve as a director, effectively immediately. Bruce Brumfield, Chief Executive Officer made the announcement this morning following…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
VentureSouth and Vicinity announce joint venture to create the premier platform for local alternative investing
February 26, 2025
VentureSouth and Vicinity announced a powerful new joint venture to create the premier platform for local alternative investing – Vicinity Ventures. Vicinity Ventures combines the strengths of VentureSouth and Vicinity…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, headlines, hi-tech-information-tech, local-industry, on-the-move, technology
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Southern First appoints Blair Miller as Chief Retail Experience Officer
February 24, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Blair Miller as Chief Retail Experience Officer and Executive Vice President. Miller is a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Emily Tarney named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 20, 2025
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Vice President and Financial Advisor in its Wealth Management office in Columbia, SC has been named to the Firm’s…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, on-the-move
Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, SC
February 20, 2025
Truliant Federal Credit Union announced that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”). Truliant Financial Advisors partners with CUSO…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
CREW Midlands-SC announces 2025 Board of Directors
February 5, 2025
CREW Midlands-SC announced its 2025 Board of Directors to lead the local chapter of CREW Network, the leading global business network in commercial real estate. Marie Dieckmann, Senior Associate with…
Read MorePosted in: midlandsbiz Category: accounting, architecture, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, engineering, environmental, financial-advisors, law, marketing-and-communications, non-profit, on-the-move, residential-real-estate
The Rast McFadden Wealth Management Group at Morgan Stanley named to Forbes Magazine’s Best-In-State Wealth Management Teams
February 4, 2025Morgan Stanley announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams. Forbes Best-In-State…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Bank of America names Ellie Perry Market Executive for Upstate South Carolina
February 4, 2025
Bank of America announced that Ellie Perry has been named Market Executive for Upstate South Carolina. In this role, Perry is responsible for helping lead the bank’s local efforts across…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
SCRA announces new Member Companies and grant funding
February 4, 2025
Jaya Biosciences and OrthoTract Innovations were accepted as South Carolina Research Authority Member Companies. ElectroWire received new grant funding. All SCRA Member Companies receive coaching and access to SCRA’s Member Benefits and Startup Resources,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Charleston Metro Chamber names Elizabeth Burwell 2025 Board Chair
January 30, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the selection of Elizabeth Burwell as 2025 Board Chair for the Charleston Metro Chamber of Commerce. Burwell joined Southern…
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Wallick Investments relocates
January 30, 2025
Wallick Investments, LLC has relocated in downtown Columbia to 2118 Lincoln Street in historic Elmwood Park— “Columbia’s front porch”—established in 1904. December 2024, the SC-based Registered Investment Advisory firm purchased…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
The Southern Bank brings on BSA Analyst
January 29, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the addition of its newest hire. Bill Roseen is the bank’s newest BSA Analyst, bringing…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
InvestiNet names Amy Nodine Chief Compliance Officer
January 29, 2025
Nodine will oversee the company’s complex compliance initiatives InvestiNet, a full-service collections network and innovation leader in the accounts receivable industry, has announced the promotion of Amy Nodine from executive…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, law, marketing-and-communications, on-the-move, technology
Entrepreneur Minute – Jordan Fowler, Shaw Circle
January 28, 2025
The LowcountryBizSC, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of our markets…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, entrepreneurship, on-the-move, podcast
Southern First reports fourth quarter 2024 results
January 28, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2024. “Our financial performance this quarter…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Entrepreneur Minute – Sean Joyce, Joyce Wealth Advisory
January 28, 2025
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move, podcast
Truliant continues Upstate S.C. expansion with new branch in Mauldin
January 23, 2025
Truliant, a top 100 U.S. credit union, announced that it opened a new branch today in Mauldin, S.C., as part of its Upstate South Carolina expansion. The branch is located…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Founders Federal Credit Union
January 15, 2025
The Founders Difference began in 1950 when a group of Springs Mills employees decided to do something to protect their colleagues from predatory loan sharks and moneymen, and improve the…
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Founders President and CEO announces retirement date, names successor
January 15, 2025
After more than 20 distinguished years as President and CEO of Founders Federal Credit Union, Bruce Brumfield has announced his upcoming retirement effective December 31, 2025. This announcement comes after…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
South Carolina Federal now accepting applications for $45,000 in scholarships
January 14, 2025
South Carolina Federal Credit Union is now accepting applications for its 15th annual scholarship program. The credit union will award $45,000 to nine outstanding students attending a traditional or technical…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SCRA announces new member companies and grant funding
January 7, 2025
myMechanic, The After Cancer, and Volare Boats were accepted as South Carolina Research Authority Member Companies. Brokerbase, NovaVia Spine & Biologics, Rapid Title, and Zitles received new grant funding. All…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Garrett Minton and Anne Thompson join Greenwood Capital team
January 6, 2025
Greenwood Capital announced the addition of two new associates: Garrett Minton as Associate Advisor in the Greenwood office and Anne Thompson as Private Client Advisor in the Greenville office. These…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union donates $22,200 to support Hurricane Helene disaster relief
December 18, 2024
Families facing hardships from Hurricane Helene are receiving more than $22,000 in relief from SAFE Federal Credit Union ahead of the Christmas season. The credit union’s “SAFE After the Storm”…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal opens new financial center in Greenville
December 17, 2024
South Carolina Federal Credit Union has opened its fifth financial center in Greenville located at 111 The Parkway. Designed with convenience in mind, the credit union’s Thornblade location features a…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Credit One Charleston Open celebrates third consecutive WTA 500 Tennis Tournament of the Year award
December 16, 2024
Charleston’s professional tennis tournament awarded top honors from the Hologic WTA Tour for the third year in a row The Credit One Charleston Open, North America’s largest women’s-only tennis tournament and…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, sports
Lima One Capital to relocate headquarters to newly renovated 300 East McBee development in Greenville, SC
December 16, 2024
Lima One Capital, the nation’s premier lender for real estate investors, has officially announced its plans to relocate its corporate headquarters in Greenville, S.C., to 300 East McBee Avenue, a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Upstate Upstarts and Abundance Capital launch Catalytic Fund to fuel local innovation
December 16, 2024
The Upstate Upstarts program, a community-driven initiative promoting high-growth early-stage companies in Upstate South Carolina, announced a new opportunity to allow investment through charitable donations. The Upstate Upstarts List features…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, hi-tech-information-tech, local-industry, non-profit, on-the-move
Congaree Land Trust and partners announce collaborative conservation of land for expansion of Lee State Park
December 12, 2024
Congaree Land Trust and The South Carolina Department of Parks, Recreation & Tourism are celebrating the conservation of more than 135 acres of land that will be added to Lee…
Read MorePosted in: midlandsbiz Category: banking-and-finance, environmental, government, non-profit, on-the-move
SCRA announces new Member Companies and grant funding
December 10, 2024
Bio Streamline, Brokerbase, Ducklinks, Graphio, Marine Diagnostic Tools, Politexts, and VayuClear were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Imagine Home Digital, Go Fig AI, Qatalyst Health, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, entrepreneurship, on-the-move
Credit One Charleston Open announces two former champions to play 2025 tennis tournament
December 10, 2024
2019 Charleston champion Madison Keys and 2022 Charleston champion Belinda Bencic have joined next year’s player field The Credit One Charleston Open, North America’s premier women’s-only tennis event, has announced two…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, sports
VentureSouth launching early stage investment group in Savannah
December 9, 2024
VentureSouth, one of the largest early stage investment firms in the country, announced the launch of their most recent expansion group—912 Angels. Savannah will become VentureSouth’s 23rd community, which brings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Bankshares, Inc. receives final regulatory approval for Piedmont Bancorp Acquisition
December 3, 2024
United Bankshares, Inc. (“United”) (NASDAQ: UBSI), the parent company of United Bank, announced it has received all requisite regulatory approvals for its proposed merger with Piedmont Bancorp, Inc. (“Piedmont”), the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Greenwood Capital promotes Callie M. Bradshaw and John B. Proctor, Jr.
November 20, 2024
Greenwood Capital announced the promotion of Callie Bradshaw to Associate Advisor and John B. Proctor, Jr. to Advisor Portfolio Specialist. These promotions underscore Greenwood Capital’s ongoing commitment to meeting client’s…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Bank recommits to MUSC Hollings Cancer Center’s prostate cancer awareness program, SC AMEN
November 19, 2024
TD Bank has committed $100,000 to support the MUSC Hollings Cancer Center’s SC AMEN program, a community outreach initiative that brings education, screenings and health services assistance to Black men…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, health-care, on-the-move, philanthropy
How much can store brands save consumers for Thanksgiving this year?
November 18, 2024
Wells Fargo Agri-Food Institute reveals $17 savings for party of 10 Although food inflation continues to slow, budgeting for Thanksgiving might be challenging for consumers still acclimating to historic food…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charleston tech companies raise combined $100 million
November 12, 2024Over the past six months, multiple tech companies in the Charleston region have together raised just under $100 million in capital to fund their growth and expansion. The companies include:…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, entrepreneurship, on-the-move
Pope Flynn achieves Band 1 Banking & Finance ranking for South Carolina in Chambers and Partners USA 2024 guide
November 11, 2024
Pope Flynn, a law firm concentrating in public finance and governmental law, has achieved a Band 1 Banking & Finance ranking for South Carolina in the 2024 USA Chambers and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
SCRA announces new Member Companies and grant funding
November 7, 2024
Atticus Pharma, Blotting Innovations, GreenCape Health, and Tikvah Health & Wellness were accepted as South Carolina Research Authority Member Companies. Health Evolve Technologies received new grant funding. All SCRA Member…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Southern First names Jimmy Bailey Regional President in Charleston
November 4, 2024
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Jimmy Bailey to Regional President in Charleston, SC. Bailey has served as a Team Leader in…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Over 200 SC educators attend personal finance conference
October 31, 2024
On Monday, October 28, over 200 dedicated educators from across South Carolina gathered at the Columbia Metropolitan Convention Center for the annual South Carolina Finance Forum, a premier event dedicated…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
Sequoia Financial Group acquires Charleston-based Family Asset Management
October 31, 2024
Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
