Columbia’s George Starnes III named one of Barron’s Top 1,200 Financial Advisors
April 21, 2021
G3 Wealth Advisors, a wealth management firm in Columbia, is pleased to announce private wealth advisor George R. Starnes III was recently named a 2021 Barron’s Top 1,200 Financial Advisor.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
First Community Bank recognized for outstanding lending services to small businesses
April 21, 2021
First Community Bank was recently recognized by the U.S. Small Business Administration’s (SBA) South Carolina district office as the top 504 third party lender of the year for fiscal year…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports first quarter results
April 21, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) announced that net income for the first quarter reached a record $73.7 million and pre-tax, pre-provision income was $81.6 million. The quarter benefited…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
First Reliance Bank announces new Charleston Local Advisory Board
April 20, 2021
First Reliance Bank, a community bank located in Florence, S.C., announced the formation of a new board of trusted advisors in Charleston. The Charleston Local Advisory Board is comprised of…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Countybank and Greenwood Capital donate $5000 to Burton Center
April 20, 2021
David Tompkins, Greenwood Market Executive for Countybank; John Cooper, Private Client Advisor for Greenwood Capital; and Wells Dunlap, Commercial Relationship Manager for Countybank, recently presented a check for $5,000 to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank welcomes Tom Coker as Commercial Relationship Manager
April 20, 2021
United Community Bank announced that Tom Coker has joined the team as Commercial Relationship Manager. In this role, Coker will be responsible for providing commercial customers with products and services…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank offers families tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Offers Families Tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
Read MorePosted in: laurenscountybuzz Category: advice, banking-and-finance, on-the-move
John Proctor joins Greenwood Capital, expanding client support
April 20, 2021
Greenwood Capital announced the addition of John Proctor in the newly created position of Client Portfolio Advisor. In this role, John deepens the critical connection between client facing advisors and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal announces 2021 Scholarship Winners
April 15, 2021
South Carolina Federal Credit Union is honored to announce the winners of its 2021 scholarship program. Out of nearly 1,000 candidates, nine students were acknowledged for their academic achievements, volunteer…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
YMCA of Greenville awarded $5,000 grant from United Bank for RECESS, its program for adults with diverse abilities
April 14, 2021
Greenville County adults with diverse abilities will benefit from grant support of RECESS programming YMCA of Greenville, a cause-driven, nonprofit organization focused on youth development, healthy living and social responsibility,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, business-services, churches, day-care, education, fitness-centers, non-profit, on-the-move, philanthropy
S.C. Treasurer’s Office aids College of Charleston with bond issue to retire outstanding maturities
April 9, 2021
State Treasurer Curtis Loftis announced that his office assisted the College of Charleston with the issuance of $24,075,000 in Academic and Administrative Facilities Revenue Refunding Bonds, Series 2021A, on March…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
NOT BUSINESS AS USUAL
March 31, 2021
Senator Thomas Alexander and the intersection of life and work By W. Thomas Smith Jr. AS A BOY GROWING UP in the thriving northwest corner of South Carolina, State Senator…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, economic-development, government, on-the-move, technology
How to Think About Insuring that Second Home
March 30, 2021
By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
First Reliance Bank hires human resources director
March 29, 2021
Veteran leader joins to manage bank’s employee relations and recruitment Leslie Chaplin has joined First Reliance Bank as executive vice president, director of human resources. Based in Columbia, S.C., Chaplin…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank continues support of Ronald McDonald House Charities of the Carolinas
March 29, 2021
United Community Bank in Greenville recently donated $1,000 to the Ronald McDonald House Charities of the Carolinas. A portion of this donation came from the sale of gloves and socks…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Senior Customer Experience Strategist
March 24, 2021AgFirst Farm Credit Bank provides financing, as well as a range of technology and other services, to a network of agricultural lenders in the United States and Puerto Rico. Located…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance
Countybank and Greenwood Capital donate $10,615 to United Way Greenville
March 23, 2021
Ken Harper, Chief Operating Officer for Countybank, and Danielle Cox, Teller for Countybank, recently presented a check for $10,615 to Lee Anne Scales, Vice President of Corporate Giving for United…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Rick Redden, longtime Carolinas banking executive, to retire
March 18, 2021
Rick Redden, president of Wells Fargo’s Atlantic Region, will retire by the end of March. Redden is a well-respected, longtime banking leader throughout the Carolinas and Mid-Atlantic, with a career…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Carolina-based Sharonview Federal Credit Union chooses Elan as credit card partner
March 17, 2021
MINNEAPOLIS & INDIAN LAND, SC – Sharonview Federal Credit Union, one of the nation’s top 200 credit unions, and Elan Financial Services have signed an agreement that will provide…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Rast McFadden Wealth Management Group at Morgan Stanley announces new name and team members
March 9, 2021
The Rast Group at Morgan Stanley, announced today its new name change from The Rast Group to The Rast McFadden Wealth Management Group and added new team members. The changes…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Senior Product Development Owner – Credit Systems
March 8, 2021
AgFirst Farm Credit Bank provides financing, as well as a range of technology and other services, to a network of agricultural lenders in the United States and Puerto Rico. Located…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance
United Community Bank prepares to amplify brand with new Chief Marketing Officer
March 4, 2021
United Community Bank is expanding its executive leadership team by adding Francie Staub as Chief Marketing Officer. In this role, Staub will spearhead the bank’s digital marketing, advertising, branding and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank names Alex Huggins mortgage sales manager and vice president
March 2, 2021
First Community Bank is pleased to announce the promotion of Alex Huggins to the new role of mortgage sales manager and vice president. Alex will be responsible for originating loans,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
FREE online tax filing just opened – Trident United Way & SC Thrive urge using convenient option
February 26, 2021
Free service saves $200 on average in filing and tax prep fees Trident United Way and partner SC Thrive’s free tax filing portal has just opened and Tri-County residents could…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, on-the-move, philanthropy
State Treasurer Curtis Loftis recognizes Denise Harrel of DuBose Middle School as Educator of the Month
February 26, 2021
South Carolina Treasurer Curtis Loftis has recognized DuBose Middle School’s Denise Harrel as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for February. “We know that…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
United Community Bank recognized again as a top financial institution for Small Business Banking
February 25, 2021United Community Bank has been recently recognized with multiple Greenwich Excellence Awards for U.S. Small Business Banking for the year ended 2020. United received five awards in total, two of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SPACs – Special Purpose Acquisition Companies
February 24, 2021
By William R. Jeter, CFA, CFP® SPACs are currently all of the rage in financial media. Why? As with any investment being heavily promoted, you can almost always understand by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
First Citizens scholarship to benefit Lander’s College of Business
February 23, 2021
A gift of $25,000 from First Citizens Bank of Greenwood will establish the first endowed scholarship for the Master’s Degree Program in Lander University’s College of Business. The scholarship will…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Northbridge Wealth opens second office in Chapin
February 22, 2021
Northbridge Wealth, announced the establishment of its new office located in Chapin, South Carolina. This milestone is a commitment by Northbridge Wealth in its mission to provide wealth management strategies…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Whom Should I Select to Serve as Trustee?
February 22, 2021
By Jonathan J. Robertson, CFP® When people are updating their estate documents, they frequently leave assets in trust for someone else. The key concept behind the idea of a trust…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, law, on-the-move
First Community Bank names J. Ted Nissen President
February 18, 2021
The First Community Bank Board of Directors announced today that Ted Nissen, Chief Banking Officer and Executive Vice President, has been named President, a newly established role. He will work…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Highest Morningstar Rating for Wallick Investments’ Fidelis
February 17, 2021
Wallick Investments, LLC’s faith and factor-based separate account composite, Fidelis, received a 5-star Morningstar RatingTM among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Nancye Bailey earns Certified Association Executive credential
February 16, 2021
ASAE has announced that Nancye Bailey, President of NDB Association & Event Management, has earned the Certified Association Executive (CAE®) designation. The CAE is the highest professional credential in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, chamber, financial-advisors, hospitality, marketing-and-communications, media, non-profit, on-the-move, philanthropy
Southern First announces promotion of Kevin Lee to Market Executive
February 16, 2021Southern First Bank (NASDAQ: SFST), a unique Southeastern financial institution poised to expand and grow, announces the promotion of Kevin Lee to Market Executive of the Charleston region. With over…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Make Learning to Save Fun and Easy for Kids this America Saves Week
February 16, 2021
By State Treasurer Curtis Loftis When it comes to learning something new, you often hear, “it’s never too late.” But when it comes to smart money habits, it’s almost never…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move, op-ed
State Treasurer Curtis Loftis reminds teachers about application deadline for SC Financial Literacy Master Teacher Program
February 16, 2021
March 31 is deadline for third cohort of master teachers State Treasurer Curtis Loftis is reminding teachers interested in participating in the South Carolina Financial Literacy Master Teacher Program that…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
United Community Bank rank earns top honors from Forbes
February 16, 2021
United Community Bank has recently been recognized on two prestigious lists by Forbes magazine. For the eighth consecutive year, the bank was named to Forbes list of America’s Best 100…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SCRA announces investment in drone-related startup, UASidekick
February 16, 2021South Carolina Research Authority (SCRA) announces its affiliate, SC Launch, Inc.’s, investment of $200,000 in UASidekick, Inc., a Greenville-based drone software company. UASidekick became an SC Launch Member Company in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
A Conversation with Dominik Mjartan, Optus Bank
February 15, 2021
Optus Bank was founded 100 years ago by visionary African American leaders who established Victory Savings and Loan to provide access to capital to individuals and business excluded from the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, podcast
Wells Fargo invests in six Black-owned banks, including Optus in Columbia
February 10, 2021
Wells Fargo recently announced equity investments in six African American Minority Depository Institutions (MDIs) as part of its March 10, 2020, pledge to invest up to $50 million in Black-owned…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
VentureSouth invests over $9 million in 26 Southeast companies in 2020
February 8, 2021
Despite the myriad challenges brought on by a global pandemic, VentureSouth announced another strong year of investment activity for 2020, with a total of $9.2 million invested in 26 early…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank names new corporate headquarters & expands in Greenville County
February 4, 2021
$24.8 million investment will create 227 new jobs United Community Bank, a retail and commercial banking service provider, today announced plans to expand operations in Greenville County and name the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, economic-development, headlines, on-the-move
United Community Bank expanding, announcing corporate headquarters in Greenville County, SC
February 3, 2021
United Community Bank, a retail and commercial bank and one of the largest full-service financial institutions in the Southeast, today announced plans to locate its corporate headquarters in Greenville County,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First funds deployed to small businesses from LDC revolving loan fund
February 2, 2021
On Tuesday, February 2, Mayor John Tecklenburg held a press conference with Steve Saltzman, CEO of the Charleston LDC, to announce the initial deployment of loans from the revolving loan…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, government, on-the-move
South Carolina Planned Giving Council welcomes three new board members
February 1, 2021
The South Carolina Planned Giving Council recently announced the addition of three new board members as well as a new slate of officers. Michelle Hardy, Benita Hopkins and Daniel Prohaska…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move, philanthropy
First Community Bank’s Jeff P. Spears appointed to the University of South Carolina Board of Visitors
February 1, 2021
First Community Bank senior vice president and regional market president in Augusta, GA, Jeff P. Spears, has been appointed to serve as the second judicial district representative to the University…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis recognizes Tammi Campbell of Airport High School as Educator of the Month
January 29, 2021
South Carolina Treasurer Curtis Loftis has recognized Airport High School’s Tammi Campbell as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for January. “Thanks to her efforts, Ms.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, government, on-the-move
Creating a Budget: Empowerment Over Constraint
January 29, 2021
By Anne Marie E. Ashworth, CFP® For many, budgeting has a lot of negative connotations. Tracking where money comes from and where it goes leaves some feeling frustrated and guilty.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, life, on-the-move
United Community Bank welcomes Christopher Towery as Deputy General Counsel
January 28, 2021
United Community Bank expands its internal corporate legal team with the addition of Christopher M. Towery as Deputy General Counsel. In this role, Towery will support the General Counsel with…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
