G3 Wealth Advisors announces that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists

  August 26, 2026

G3 Wealth Advisors announced that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists. Specifically, the “Next-Generation Wealth Advisors” list, the “Best-in-State Financial Security Professionals”…

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Posted in: midlandsbiz   Category: banking-and-finance, financial-advisors, insurance, local-industry, on-the-move

United Community names Tom Speir as new chief financial officer

  August 25, 2026

United Community (NYSE: UCB) announced that Tom Speir has been named executive vice president and chief financial officer. Speir brings more than two decades of financial experience, including balance sheet…

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

United Community names Sean Simpson Chief Commercial Banking Officer

  August 19, 2026

United Community announced Sean Simpson has joined the bank as chief commercial banking officer, bringing proven leadership and industry expertise. Simpson’s addition reinforces United’s commitment to investing in exceptional talent…

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

Emily Tarney receives Certified Private Wealth Advisor® designation

  August 10, 2026

Morgan Stanley announced that Emily Tarney, a Financial Advisor for The McFadden Group at Morgan Stanley’s Wealth Management office in Columbia, recently earned the Certified Private Wealth Advisor® designation. The…

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

South Carolina’s Tax-Free Weekend: How Families Can Maximize Discounts & Deals for Back-to-School Shopping

  August 8, 2026

By Christine Williams President, Bank of America Myrtle Beach For many families, back-to-school shopping comes at a moment when budgets are already stretched. Fortunately, a few upcoming savings opportunities can…

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Posted in: beaufortcurrent, lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, golden-strip-news, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, on-the-move, retail

Palmetto Citizens officially opens first Georgia branches

  August 3, 2026

Four East Georgia Branches Officially Transition to Palmetto Citizens Federal Credit Union After Successful Acquisition Aug. 3 marks the first official day of service as four former Southern Bank locations…

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

Adam Fisher joins Greenwood Capital team

  July 24, 2026

Greenwood Office Hires New Associate Advisor Greenwood Capital announced the addition of Adam B. Fisher to the client service team as an Associate Advisor in the Greenwood office. In this…

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

First Community Corporation announces leadership transition

  July 22, 2026

First Community Corporation (Nasdaq: FCCO), the holding company for First Community Bank, announced planned changes to the bank’s executive leadership team and discussed the results of operations and the company’s activities…

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

Central Carolina Community Foundation welcomes six additional leaders to Board of Trustees

  July 22, 2026

Central Carolina Community Foundation welcomes six new members to its Board of Trustees for Fiscal Year 2027. Representing education, business, healthcare, finance, and philanthropy, these respected community leaders will help…

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Posted in: midlandsbiz   Category: banking-and-finance, business-services, education, financial-advisors, health-wellness, health-care, local-industry, marketing-and-communications, non-profit, on-the-move, philanthropy, the-arts

The pre-retirement checklist every 60-year-old needs

  July 14, 2026

The decade before retirement is often when your biggest financial decisions are made. By Amanda Stilwell Founder and Senior Wealth Advisor Clarity Financial Solutions   Turning 60 is more than…

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

Cohn Construction’s Chief Financial Officer David A. McKinley, CPA named a 2026 Honoree in Leaders in Business & Finance

  July 10, 2026

David A. McKinley, CPA, Chief Financial Officer of Cohn Construction, has been named a 2026 Leader in Business & Finance honoree by SCBIZ. The award recognizes financial professionals for leadership,…

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Posted in: midlandsbiz   Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, on-the-move

Small elected South Carolina Bankers Association Chairman

  July 8, 2026

Samuel R. Small, Jr., Chairman, President and CEO, First Palmetto Bank in Columbia, has been elected Chairman of the South Carolina Bankers Association (SCBA). He was elected by a vote…

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

Brick Wood Mortgage Inc

  June 23, 2026

BrickWood Mortgage Inc., a trusted mortgage broker company in South Carolina, was established in 2007 and is dedicated to providing clients with the lowest mortgage rates available. We offer tailored…

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Posted in: lowcountrybizsc   Category: banking-and-finance

Morgan Stanley celebrates the retirement of Ben Rast

  June 17, 2026

Morgan Stanley today announced the retirement of Wealth Advisor Ben Rast, CFP®, CIMA®, CPWA®, marking the culmination of a distinguished career defined by client dedication, community involvement, and leadership. In…

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

Required Minimum Distributions

  June 14, 2026

By Clay Koch, Wealth Advisor, Wagner Wealth Management For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s…

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Posted in: upstatebizsc   Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move

JEDA issues $382 million in bonds for Bon Secours Mercy Health

  June 10, 2026

The South Carolina Jobs-Economic Development Authority (JEDA) issued $381,985,000 in bonds to help Bon Secours Mercy Health finance significant capital expenditures in the Lowcountry and Upstate. These Hospital Facilities Revenue…

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

Three top things to know BEFORE you retire (key ages-61-64)

  June 9, 2026

Why many successful people underestimate the financial decisions that matter most By Amanda Stilwell Founder Clarity Financial Solutions For many people in the Upstate, retirement planning has traditionally focused on…

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