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AllSouth made a difference in the community in 2019

 

AllSouth is dedicated to giving back and making a difference in the communities it proudly serves. In 2019, AllSouth implemented a new volunteer program which offered opportunities for their team members to volunteer with local non-profit organizations in the Midlands. This program offered paid time to team members for volunteering. Through their volunteer program, AllSouth…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Four Northwestern Mutual wealth advisors receive CERTIFIED FINANCIAL PLANNER™ certification

 

Northwestern Mutual wealth advisors Luke Brooks, Joe Funderburk, Thiago Pinheiro and Machaka Young have earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification – one of the most respected certifications in financial services. CFP® wealth advisors are rigorously trained in 72 areas of financial expertise and must accrue thousands of hours of experience prior to earning their…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Way of the Midlands hosts panel discussion on managing end-of-year finances for December 4 Leadership Learning Lab event

 

United Way of the Midlands’ Leadership Learning Lab series (3LS) will host a panel discussion on Wednesday, December 4 from 11:30 a.m. to 1:00 p.m. called Finances Life Hack: QuickBooks Online Tips & Tricks. The panelists, Nick Annan, CPA and Mary Beth Tipton, ABA of Elliott Davis, will discuss the overall benefits, tips and tricks…

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Posted in: midlandsbiz   Category: banking-and-finance, business-services, conversations, economic-development, on-the-move

Kelly Carter named Chief Financial Officer of SAFE Federal Credit Union

 

SAFE Federal Credit Union has selected Kelly Carter, CPA as its new Chief Financial Officer.  Carter succeeds Debbie Jordan who will retire in early 2020 with more than 41 years of service to the credit union. Carter is a Valley View, Pennsylvania native who served in various positions at Gratz Bank in Pennsylvania for seven…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Highest Morningstar RatingTM for Wallick Investments’ Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019

 

1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted performance as of September 30, 2019. Morningstar® is a leading provider of…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Ramon Nieves-Lugo elected Associate Board Member for CPM Federal Credit Union

 

Ramon Nieves-Lugo, Principal of UniComm Media Group (UMG), was elected in October to serve as an Associate Board Member for CPM Federal Credit Union, which has two branches in Greenville and 10 more across SC with over $350 million in assets. He will serve a three-year term, which began on November 1. CPM was formed…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

WellSpent conference will focus on linking business and healthcare leaders this February

 

WellSpent, the first conference in a much larger statewide initiative to bring together business and healthcare leaders, will be held this February as a major step toward solving many of the issues facing the economic impact of healthcare and wellness. WellSpent’s goal is to educate, influence and persuade key stakeholders on the importance of healthcare…

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Posted in: upstatebizsc   Category: banking-and-finance, business-services, health-care, on-the-move

United Community Bank to participate in Angel Tree Gift Giving This Holiday Season

 

United Community Bank announced its Upstate branches will be providing Christmas gifts to local children through its annual Angel Tree program. Participating branches will place Christmas trees in their lobbies with “Be an Angel” tags displaying information for deserving children. United has partnered with a number of social service agencies and humanitarian organizations across the…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Federal Home Loan Bank of Atlanta announces results of 2019 Board of Directors’ election

 

Federal Home Loan Bank of Atlanta (FHLBank Atlanta) announced the results of the 2019 director election. The Bank conducted an election to fill the member directorship for South Carolina, and two independent directorships. Each of the directors-elect will begin a four-year term commencing on January 1, 2020. FHLBank Atlanta institutions re-elected William C. Handorf and…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Bank of South Carolina opens North Charleston office

 

The Bank of South Carolina Corporation, holding company of the Bank of South Carolina, opened a new banking office at 9403 Highway 78 in North Charleston, South Carolina. The office will serve as the Bank’s fifth location in the greater Charleston area and its first in North Charleston. Fleetwood S. Hassell, President of the Bank…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

United Community Bank launches new website

 

As part of its ongoing effort to provide a high level of service to all customers, United Community Bank is proud to announce the launch of its new website. Still located at www.ucbi.com, the new site features a refreshed look, improved navigation, robust learning center, and more. This was a strategic decision made by United…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Kalisse L. Evert joins Greenwood Capital team

 

Greenwood Capital announced the addition of Kalisse L. Evert to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, Ms. Evert is dedicated to supporting both clients and advisors towards Greenwood Capital’s overarching goal to guide clients through…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

TreesUpstate selected to partner with TD Tree Days

 

TD Bank selected TreesUpstate to participate in TD Tree Days, a community-based program that expands urban forests and green spaces in low- to moderate-income neighborhoods. Staff and volunteers of TreesUpstate joined local employees of TD Bank to plant 75 native trees at Northwest Park in Greenville on Tuesday, October 29. “We’re excited to team with…

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Posted in: upstatebizsc   Category: banking-and-finance, environmental, non-profit, on-the-move

TD Bank names Mike Farmer regional vice president

 
Mike Farmer

 Accomplished Banking Executive Joins Midlands Team  TD Bank has named Mike Farmer as regional vice president for the Midlands market. He will be responsible for managing a team of commercial bankers to expand TD’s market share by extending the bank’s legendary service to both its customers and the community. Farmer brings 30 years of experience…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

GrandSouth Bank announces new board member and two new commercial bankers in Greenville

 

GrandSouth Bank has added a new board member, J. Randolph Potter, as well as two new Senior Vice Presidents of Commercial Banking, Chris Robinson and Jill Waters. J. Randolph Potter is a former bank CEO. His extensive experience has taken him to Augusta, Georgia as well as Aiken, Columbia, and Greenville, South Carolina. Mr. Potter co-founded and was the CEO of Savannah River Banking Company and…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Community Banks, Inc. reports Third Quarter Results

 

EPS of $0.60 and ROA of 1.51%; Operating ROA reaches 1.58% United Community Banks, Inc. (NASDAQ: UCBI) (“United”) today reported strong third quarter financial results, including solid year-over-year loan and deposit growth, record operating efficiency and strong asset quality. Diluted earnings per share were $0.60, an increase of $0.06 or 11% from a year ago.…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

2019 official SC Top 25 Fastest Growing Companies

 

South Carolina’s Fastest Growing Companies competition is the annual ranking of the Palmetto State’s 25 most dynamic and successful companies. This event is presented by The Capital Corporation and co-sponsored by Integrated Media Publishing (publisher of Greenville Business Magazine, Columbia Business Monthly and Charleston Business Magazine), PNC Bank, Keenan Suggs| HUB Insurance and A.T. Locke,…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

United Community Banks, Inc. reports Third Quarter Results

 

United Community Banks, Inc. reported strong third quarter financial results, including solid year-over-year loan and deposit growth, record operating efficiency and strong asset quality. Diluted earnings per share were $0.60, an increase of $0.06 or 11% from a year ago. Excluding merger-related and other charges, diluted operating earnings per share were $0.63, up 15% over…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Southern First reports results for third quarter 2019

 

Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three- and nine-month periods ended September 30, 2019. 2019 Third Quarter Highlights • Net income improved to $7.4 million, a 28.2% increase over Q3 2018 • Diluted EPS improved to $0.95 per share, a 26.7% increase over Q3…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

United Community Bank welcomes Liza Brethouwer as Director of Retail Product Management

 

United Community Bank welcomed Liza Brethouwer as Vice President/Director of Retail Product Management. Brethouwer has nearly two decades of experience and was previously employed by ING Group in the Netherlands. In this new role, she will be responsible for developing new strategies to optimize the customer experience. “Liza’s years of experience with product development and…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

South State Bank hires experienced lawyer and financial advisor for Greenville Private Wealth Team

 

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…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Bob Graham joins South State corporate insurance team

 

South State Bank announced Bob Graham has joined the company as corporate insurance program manager. “Already a trusted advisor to South State, Bob has long been acknowledged for his insight and ability to assess risk and recommend the appropriate risk-mitigation strategies,” said Andy Westbrook, chief risk officer. Graham comes to South State Bank from KeenanSuggs│HUB…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

South Atlantic Bank reports third quarter earnings

 

South Atlantic Bancshares, Inc., parent of South Atlantic Bank, reported net income of $4.8 million, or $0.63 per diluted share, for the nine months ended September 30, 2019, compared to $2.1 million, or $0.29 per diluted share, reported for the same nine-month period in 2018. Net income for the three months ended September 30, 2019…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

Rebuild Upstate received $7,500 from the Countybank Foundation

 

The Countybank Foundation recently made a major donation of volunteer time and funds to Rebuild Upstate. Countybank and Greenwood Capital employees did a blitz repair of three houses in Anderson, Greenville, and Greer on the weekend of October 5, 2019, that accounted for a $7,500 donation and 248 hours of service. “Putting people first is…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Mercedes-Benz Financial Services USA names Tobias Waldeck vice president and head of Daimler Truck Financial

 

Mercedes-Benz Financial Services USA LLC, a leading automotive financial services provider, announced the appointment of Tobias Waldeck as vice president of the company’s business unit, Daimler Truck Financial. Daimler Truck Financial provides innovative and flexible financial and insurance services for fleet owners, owner/operators, municipal, vocational customers and dealers for the Daimler Trucks North America commercial…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

First Community Corporation announces third quarter results and cash dividend third quarter highlights

 

Highlights Net income of $2.898 million. Diluted EPS of $0.39 per common share. Net loan growth of $8.4 million during the quarter, an annualized growth rate of 4.6%. Pure deposit growth, including customer cash management accounts, of $12.9 million during the quarter, a 6.3% annualized growth rate. Mortgage unit had a record quarter in production…

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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Edward Jones associates join the Alzheimer’s Association Walk to End Alzheimers

 

Edward Jones Raises Funds and Awareness for Alzheimer’s Disease as Title Sponsor The financial service firm is the national presenting sponsor of this year’s walk and has committed $12 million over five years to support the mission of the Alzheimer’s Association. The firm has been at the forefront when it comes to raising awareness of…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Countybank adds new associate to Greer market team

 

Jack Lucas joins Countybank as SVP, Senior Commercial Banker Countybank welcomed Jack Lucas as Senior Vice President, Senior Commercial Banker in Greer. Lucas comes to Countybank with more than 30 years of commercial banking experience, primarily as a senior banking executive in Greenville and Greer. Lucas most recently served as Greer Market President and Senior…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Community Bank Senior Care Lending grows under new leadership

 

United Community Bank has promoted Dennis Rowlen to Team Leader of its Senior Care Lending Group. Rowlen has been with United since the launch of its Senior Care Lending division in 2016. He will now lead the team with a focus on finding creative solutions for operators and developers looking to construct, expand or renovate…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

VentureSouth closes Angel Fund III at record pace

 

VentureSouth announced that it has closed its third sidecar investment fund, the VentureSouth Angel Fund III, at a record pace, reaching its maximum target size of $5 million. Raised during 2019, the Fund allows its 82 investors to participate automatically in investments made by active VentureSouth members. It continues the investment strategy of its predecessor…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

South State Community Development Officer lends expertise to Economic Summit

 

Nathaniel A. Barber, community development and Community Reinvestment Act officer at South State Bank, is a featured panelist at the 2019 South Carolina NAACP Economic Summit. The event will be held in Orangeburg on Saturday, Oct. 5 from 9 a.m. to 3 p.m. at Claflin University and aims to help community members build and sustain…

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Posted in: midlandsbiz   Category: banking-and-finance, economic-development, on-the-move

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts, included in the firm’s Sm-All Stars Class of 2019. Southern First was also included in the Sm-All Stars Class of 2015. The 2019 Sm-All-Star Class…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts, included in the firm’s Sm-All Stars Class of 2019. Southern First was also included in the Sm-All Stars Class of 2015. The 2019 Sm-All-Star Class…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

South Carolina Federal named one of the Best Credit Unions to Work For

 

 South Carolina Federal Credit Union has been named one of the 2019 Best Credit Unions to Work For in a survey by Credit Union Journal. South Carolina Federal ranked #2 on the list, which is made up of 50 credit unions in the United States. Credit Union Journal worked with Best Companies Group to identify companies that have excelled…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

ABLE 529s: A Special Account for Special Needs

 

By Aaron E. Graham Abacus   You may be familiar with 529 accounts. 529 Plans are so named from the originating IRS Code section and serve as tax-advantaged college savings accounts. A new account known as the ABLE 529 is now available as a similar vehicle to save for expenses unique to those with special…

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Posted in: midlandsbiz   Category: advice, banking-and-finance

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts, included in the firm’s Sm-All Stars Class of 2019. Southern First was also included in the Sm-All Stars Class of 2015. The 2019 Sm-All-Star Class…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

G. Neal Kyber named Greenville market president of First Reliance Bank

 

First Reliance Bank announces the addition of G. Neal Kyber as market executive for the Greenville, S.C. market. Kyber’s extensive banking experience spans more than 30 years. Kyber has held numerous banking positions with several banks in the Upstate and Midlands regions of South Carolina. “As we continue to look for expansion opportunities throughout the…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Beth Hallock named President SBA at United Community Bank

 

United Community Bank announced the promotion of Beth Hallock to President of SBA. Hallock has over 35 years of industry experience, 18 of which have been dedicated to various areas of SBA lending, and most recently served as SBA National Sales Manager for United. She will now oversee all aspects of the bank’s SBA team,…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Beth Hallock named President SBA at United Community Bank

 

United Community Bank announced the promotion of Beth Hallock to President of SBA. Hallock has over 35 years of industry experience, 18 of which have been dedicated to various areas of SBA lending, and most recently served as SBA National Sales Manager for United. She will now oversee all aspects of the bank’s SBA team,…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

South Carolina Federal expands services to Lexington

 

South Carolina Federal Credit Union announced the addition of a Lexington, South Carolina financial center to its portfolio. The financial center is located at 5075 Sunset Blvd, Lexington, SC 29072. This location will feature two drive-thru lanes, an ATM, a self-service station, state-of-the-art security features and a fresh, modern design.  “We’ve proudly served Columbia for…

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Posted in: midlandsbiz   Category: banking-and-finance, headlines, on-the-move

Wells Fargo Home Mortgage names J. Benjamin Black Home Mortgage Consultant for Charleston

 

Wells Fargo Home Mortgage, one the nation’s top retail mortgage lender, recently named J. Benjamin Black as a Home Mortgage Consultant in its Charleston office. Black has more than 30 years of financial and industry experience. Prior to joining Wells Fargo Home Mortgage, he served as a Wealth Management Lending Officer at Bank of America/Merrill…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

Dita Brown joins Beacon Community Bank as Vice President, Commercial Banker

 

Beacon Community Bank, Charleston’s new privately held community bank, announced that Dita Brown has joined the bank as Vice President, Commercial Banker. In her role as a Commercial Banker, Brown will be responsible for managing client business portfolios with strategic growth-focused goals, conducting extensive research and analysis for prospective clients, and strengthening relationships with clients…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

T Cox joins Coldwell Banker Commercial Caine in Greenville

 

Coldwell Banker Commercial Caine recently welcomed T Cox as a commercial sales associate to its Greenville office. T joins Caine with years of sales experience in technology, insurance and most recently, commercial real estate. Throughout his time in inside sales, he developed a desire to pursue an outside sales position, which led him to receive…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

TD Charitable Foundation supports financial literacy and community service at Greenville Technical College

 

A $17,500 gift from TD Charitable Foundation, the charitable giving arm of TD Bank, will support students at Greenville Technical College (GTC). The gift will allow the college’s Financial Education Center to celebrate Financial Literacy Week, October 21-25, 2019, with activities and events aimed at improving students’ financial knowledge and health. Experts from TD Bank…

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Posted in: upstatebizsc   Category: banking-and-finance, education, on-the-move

John Warren sells stake in Lima One Capital

 

John Warren, founder and chairman of Greenville-based Lima One Capital, has sold his majority ownership stake in the company to current minority partners. Warren founded Lima One in 2011 and has grown the company to more than 300 full and part-time employees around the country. Under Warren’s leadership at Lima One, the company doubled in…

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Posted in: upstatebizsc   Category: banking-and-finance, headlines, on-the-move

South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards

 

South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC Economic Impact Award, sponsored by BMW Manufacturing Co., is one of the most prestigious award recognitions that a company can receive. It recognizes companies in…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards

 

South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC Economic Impact Award, sponsored by BMW Manufacturing Co., is one of the most prestigious award recognitions that a company can receive. It recognizes companies in…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

South Carolina Business Awards announces the recipients for the SC Economic Impact Award and the SC Excellence in Business Awards

 

South Carolina Business Awards, home of the Official SC TOP 25 Fastest Growing Companies program, announced the recipient for the 2019 South Carolina Economic Impact Award is ScanSource. The SC Economic Impact Award, sponsored by BMW Manufacturing Co., is one of the most prestigious award recognitions that a company can receive. It recognizes companies in…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

South Carolina Federal adds two executives to senior management team

 

South Carolina Federal Credit Union has added two seasoned leaders to its senior management team: Kevin Kosco, Senior Vice President of Retail Sales and Service, and Scott Muscarella, Senior Vice President of Marketing. Kosco has worked for South Carolina Federal for nearly 13 years. In his prior role, he served as the Vice President of…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

Alyson Donnelly, Vice President of Sales, joins Coldwell Banker Caine leadership team

 

On the heels of a full-market rebrand, Caine is growing its management to provide more support for agents In response to continued growth for the Upstate real estate firm, Coldwell Banker Caine recently announced the addition of Alyson Donnelly as Vice President of Sales. Donnelly joins the company’s broker leadership team as part of strategic…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move