20th Thanksgiving for Wallick Investments, LLC
November 25, 2025
Wallick Investments is now an SEC registered investment advisory firm with over 250 clients, AUM over $124M as of 11/25/2025, and manager of Fidelis 100 Index. June 2025 marked not…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
3D Wealth Management appoints Thomas Freeman as Director of Investments
November 25, 2025
3D Wealth Management, an ensemble group affiliated with Northwestern Mutual, a leading financial services company, serves a growing portfolio of almost 2,000 clients across 25 states and has named Thomas…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World No. 15 Emma Navarro to compete in hometown tournament at 2026 Credit One Charleston Open
November 20, 2025
Charleston Open adds two-time WTA champion Emma Navarro to a strong American lineup that includes Jessica Pegula and Madison Keys. Charleston local and World No. 15 Emma Navarro will return…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Ellison Kibler team ranked No. 4 nationally on Forbes Wealth Management list
November 13, 2025
The Ellison Kibler team has been ranked No. 4 in the nation on Forbes’ 2025 “America’s Top Wealth Management Teams High Net Worth” list, the publication announced Wednesday. The rankings…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
United Community honors Veterans Day through donations across Southeast
November 12, 2025
United Community is honoring Veterans Day with $30,000 in donations to organizations across its footprint in support of veterans and their families. “We owe so many of the freedoms and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, veterans
4-Star Morningstar Rating™ continues for faith and factor ETF licensing Wallick Investments’ Fidelis 100 Index
November 12, 2025
Inspire Fidelis Multi Factor ETF, mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, continues to receive a 4-Star Morningstar Rating™ for 3 year risk-adjusted performance out of 375 US…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Moore & Van Allen earns 24 Charleston metropolitan rankings in 2026 edition of Best Law Firms®
November 9, 2025
Moore & Van Allen PLLC (MVA) announced that the firm’s Charleston office earned 24 metropolitan rankings in the 2026 edition of Best Law Firms®. The firm also earned nine national…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, business-services, commercial-real-estate, construction, energy, environmental, health-care, law, on-the-move
Regional Management Corp. names Lakhbir Lamba as President, Chief Executive Officer, and Director
November 5, 2025
Current President, CEO, and Director Rob Beck to Retire Beck to Remain with Regional Until June 2026 to Ensure Seamless Transition GREENVILLE, S.C.- Regional Management Corp., a diversified consumer finance…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Southern Financial Corporation and Southern Bank announce the proposed sale of Georgia branches to Palmetto Citizens FCU
November 4, 2025
Southern Financial Corporation and Southern Bank today announced they have entered into a definitive agreement to sell their Georgia branches to Palmetto Citizens Federal Credit Union (“Palmetto Citizens”). Palmetto Citizens will acquire the physical locations…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Local retirement and wealth manager makes her literary debut with “No One Owes You Anything: How to Look Out for Yourself in Retirement”
November 2, 2025
Local retirement and wealth management professional Rebecca Kincaid is stepping beyond the world of finance to share her wisdom in a bold new way. With the release of her debut…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Truliant names Selof Lead Market Development Officer in Upstate South Carolina
October 30, 2025
Truliant, a top 100 U.S. credit union, announced the promotion of Julie Selof to Lead Market Development Officer for Upstate South Carolina. She joined Truliant as a Truliant at Work…
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Treasurer Curtis Loftis reports $1.7 billion in earnings from South Carolina investments
October 30, 2025
State Treasurer Curtis Loftis announced today that the State Treasurer’s Office investments generated $1.7 billion in earnings over the past year, delivering direct support for schools, roads, public safety, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
Director of Finance
October 29, 2025
Director of Finance Charleston, SC 29401 $120,000 – $150,000 a year Benefits 401(k) Vision insurance Dental insurance Disability insurance Full job description We are looking for an experienced Director of…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance
Director of Finance – The Charleston Place
October 29, 2025
The Charleston Place Job details: Full-time Benefits: Flexible schedule Full job description DUTIES & RESPONSIBILITIES: Develop and implement financial plans, budgets, and forecasts in alignment with the hotel’s strategic goals.…
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State Treasurer Curtis Loftis recognizes Dr. Michael Crosby of Sangaree Middle School as Educator of the Month
October 26, 2025
Berkeley County teacher shares a passion for preparing students for financial challenges of real world South Carolina Treasurer Curtis Loftis has named Dr. Michael Crosby of Sangaree Middle School as…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
2025 Charleston champion Jessica Pegula to defend title
October 23, 2025
World No. 5 and nine-time WTA champion Jessica Pegula joins the 2026 Credit One Charleston Open player field alongside World No. 7 Madison Keys 2025 Charleston champion and World No.…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, sports
United Community honored with ABA Foundation Community Commitment Award
October 22, 2025
The American Bankers Association Foundation has honored United Community with a 2025 ABA Foundation Community Commitment Award for its Financial Literacy Month program. The award, presented in the Volunteerism category,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
BridgePeak Energy Capital closes over $1.3 billion in US energy loans through Q3 2025
October 21, 2025
CHARLESTON, SC – BridgePeak Energy Capital, LLC (BridgePeak), a national leader in energy finance, originated over $1.3 billion in loans during the first nine months of 2025, including development facilities,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, energy, on-the-move
Attain Finance announces rebranding of all U.S. locations to Heights Finance
October 20, 2025
GREENVILLE, SC – Attain Finance, a trusted provider of personal lending solutions, announced that all of its 388 branches in 13 states in U.S. locations have officially rebranded to Heights…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
UBS hires financial advisor Michael Shain in Greenville
October 20, 2025
UBS Wealth Management announced the hiring of Financial Advisor Michael Shain in Greenville. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Pope Flynn expands to Georgia, adds seasoned public finance attorney James Woodward
October 6, 2025
Pope Flynn, a law firm concentrating in public finance and governmental law, has expanded to Georgia, adding an office in Athens and broadening its Southeastern presence. The new office in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
United Community celebrates World Animal Day through acts of service
October 3, 2025United Community is celebrating World Animal Day on October 4 by taking meaningful action to support animal welfare across the Southeast. Teams throughout the region will unite in service projects…
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First Citizens appoints new leadership in South Carolina and Georgia
September 30, 2025
First Citizens Bank has named two new Area Executives in South Carolina and Georgia. Justin Rice will oversee the South Carolina Lowcountry region, as well as Savannah, Ga., and JP…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, headlines, on-the-move
Charleston Workforce Housing Fund launches $50 million initiative to create affordable housing across Tri-County region
September 24, 2025In a bold move to address the region’s growing housing affordability crisis, the Charleston Workforce Housing Fund has launched with broad community support. The Fund was created by a coalition…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, economic-development, headlines, on-the-move, residential-real-estate
United Community expands small business focus, names Jami Bucy as Director of Business Banking
September 23, 2025
United Community is enhancing its commitment to small businesses by appointing Jami Bucy as Director of Business Banking to lead segment expansion. “The additional focus and investment in business banking…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Ever.green partners with Wells Fargo to support new 28MW solar project in Bishopville, SC
September 22, 2025Headwater Energy expands its IPP portfolio with Bishopville project, reinforcing commitment to clean energy and environmental integrity BISHOPVILLE, SC – Ever.green announced their support for a 28-megawatt (MW) solar project…
Read MorePosted in: midlandsbiz Category: banking-and-finance, energy, on-the-move
BofA raises U.S. minimum hourly wage to $25, increasing starting salary to more than $50K
September 21, 2025CHARLOTTE, NC – Bank of America announced it has raised its U.S. minimum hourly wage to $25 per hour. With the increase, the minimum annualized salary for full-time employees in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charleston County School District achieves ‘AA+’ credit rating from S&P Global Ratings
September 16, 2025
Highest Among School Districts in SC Charleston County School District (CCSD) has earned the highest credit rating issued to a public school district in South Carolina, with S&P Global Ratings…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
The Southern Bank invests in Myrtle Beach: Local branch now open with executive Diane Platt at the helm
September 16, 2025
The Southern Bank, a trusted South Carolina- and Georgia-based community bank for more than 80 years, announce the opening of its newest branch in Myrtle Beach, located at 1312 Professional…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
The Southern Bank appoints Jessica Takach to expand support for local businesses and communities
September 15, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Jessica Takach as vice president, commercial lender. In this role, she will evaluate business loan applications,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, employment, on-the-move
Coastal States Bank appoints Rhonda Thornton as Chief Retail and Experience Officer
September 9, 2025
Brian Smith as Coastal Regional President, and Jeremy Summerell as Savannah Market President Coastal States Bank (“CSB”) has announced changes to its senior leadership team. The Bank has appointed Rhonda…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Kris Wild named Chief Investment Officer of Prospera Funds Inc.
September 9, 2025
Industry veteran brings 15 years’ experience to role, overseeing Prospera’s investment platform CHARLESTON, SC – Prospera Funds Inc., a newly formed asset management firm founded by veteran industry executive Michael…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Coastal States Bank appoints Laura Fraser as Lowcountry Market President
September 8, 2025
Coastal States Bank (“CSB”) has announced the promotion of Laura Fraser to Lowcountry Market President. Laura brings more than 15 years of commercial banking experience to her new role, previously…
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Palmetto Citizens partners with Gamecock Athletics for third annual Teacher of the Game
September 3, 2025
Palmetto Citizens Federal Credit Union, in partnership with the University of South Carolina’s Gamecock Athletics, announced the return of the Teacher of the Game program for the 2025 football season.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move, sports
The Southern Bank announces Jaclyn Port as Vice President, Finance Officer
September 2, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Jaclyn Port as Vice President, Finance Officer. In this role, she will oversee the bank’s financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
SAFE Federal Credit Union promotes Randy Blanchette to Vice President of Electronic Services
August 27, 2025
AFE Federal Credit Union announces the promotion of Randy Blanchette to Vice President of Electronic Services. Blanchette, who joined SAFE in 2022, previously served as Director of Payments. Blanchette has…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Truliant and Easley High School launch Student-Athlete Assistance Program
August 27, 2025Truliant Federal Credit Union and Easley High School announced the launch of a Student-Athlete Assistance Program for the school’s Green Wave sports teams. Truliant is providing financial support for clothing…
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Bauknight Pietras & Stormer Managing Shareholder, Jay Swearingen, named among SC Biz News’ 2025 Most Influential Leaders Columbia
August 27, 2025
Bauknight Pietras & Stormer, a leading accounting and consulting firm in South Carolina, announced that Managing Shareholder Jay Swearingen has been recognized by SC Biz News as one of its…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, construction, energy, manufacturing, on-the-move, residential-real-estate, restaurant
Position Your Business for Fall Success: A Financial Checklist for Columbia Entrepreneurs
August 26, 2025
By Charlie Griffin, South Carolina Business Banking Market Executive, Bank of America For many entrepreneurs, fall marks a key transition point that can set the tone for year-end performance. It’s a crucial…
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Sharonview Federal Credit Union celebrates 70 years of community impact
August 26, 2025
Sharonview Federal Credit Union celebrated its 70th anniversary this year, marking seven decades of unwavering commitment to empowering its members and giving back to communities across North and South Carolina.…
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Richland County earns top credit ratings from Moody’s, S&P Global agencies
August 26, 2025
Richland County recently earned top ratings from two of the nation’s premier credit rating bureaus, a nod to the County’s sound financial practices and policies. Moody’s Ratings assigned its Aaa rating…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, on-the-move
HUB International purchases Midlands-based Clarke & Company Benefits
August 22, 2025
HUB International, a global insurance brokerage and financial services firm, recently announced the purchase of Clarke & Company Benefits. Headquartered in Columbia, this acquisition follows recent Midlands acquisitions of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, headlines, insurance, on-the-move
Charleston County School District earns national recognition for budget excellence
August 19, 2025
Becomes the Largest SC Public Agency Recipient Charleston County School District (CCSD) has been awarded the Distinguished Budget Presentation Award from the Government Finance Officers Association (GFOA), marking the first…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
ScanSource’s Mary Gentry honored as one of 50 Women to Watch for Boards
August 19, 2025
Gentry recognized by prestigious program as a qualified board-ready leader ScanSource, Inc. (NASDAQ: SCSC), a leading hybrid distributor connecting devices to the cloud, announced that Mary Gentry, Senior Vice President,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move, technology
United Community expands access to homeownership with up to $10,000 in down payment assistance
August 18, 2025
United Community is strengthening its commitment for a path to homeownership through expanded down payment assistance and grant offerings, highlighted by a bank-funded program that provides up to $10,000 in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank names Jamie Parfrey Vice President and Branch Manager in Greenville
August 18, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Jamie Parfrey as Vice President and Branch Manager, leading the bank’s strategic efforts to strengthen client…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
Pope Flynn achieves Band 1 Banking & Finance ranking for South Carolina in Chambers and Partners USA 2025 Guide
August 18, 2025
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 2025 USA Chambers and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
Ameris Bank ribbon cutting at 300 East McBee Avenue
August 16, 2025
Ameris Bank held a ribbon cutting ceremony yesterday at its new branch at 300 East McBee Avenue, a premier location in Greenville’s growing North of Broad District. The bank occupies…
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Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
