TowneBank announces David Lominack as South Carolina President
March 14, 2026
TowneBank and Dogwood State Bank, A Division of TowneBank, welcome David Lominack as President of South Carolina. A respected industry leader across The Palmetto State, Lominack is based in Greenville,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Local elected officials across South Carolina urge lawmakers to advance public deposits legislation
March 12, 2026
County and Municipal Leaders Statewide Call for Expanded Local Choice in Managing Community-Funded Deposits The Palmetto Public Deposits Coalition (PPDC) today announced that a growing coalition of local elected officials…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, upstatebizsc Category: banking-and-finance, government, on-the-move, politics
TD Bank offers small business owners in Greenville’s thriving market four key tips for finding the right banking partner
February 25, 2026
Greenville has earned a well-deserved reputation as one of the Southeast’s fastest-growing and most entrepreneurial cities, creating both tremendous opportunity and intensifying challenges for local small businesses — from rising…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Credit Union Day at State House highlights importance of expanding financial choice for public entities
February 9, 2026
Event Connects Lawmakers with Credit Union Leaders Serving More Than 1.7 million South Carolinians South Carolina credit unions hosted their first-ever Credit Union Day at the State House, providing legislators…
Read MorePosted in: lowcountrybizsc, midlandsbiz, golden-strip-news, upstatebizsc Category: banking-and-finance, government, on-the-move, politics
SCRA announces new grant funding and member companies
February 3, 2026
Haruki Health and LouLou AI received new grant funding from the South Carolina Research Authority. CAMA Security, Creek Tides Energy and Power, Sentec, and Tada AI were accepted as SCRA member companies. SCRA Interim President and CEO Bill Kirkland said, “We welcome these…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, golden-strip-news, upstatebizsc, laurenscountybuzz Category: banking-and-finance, entrepreneurship, on-the-move
TD Bank promotes Marcel Summermatter to Regional Vice President, Commercial Banking, Upstate South Carolina
February 2, 2026
TD Bank announced that Marcel Summermatter has been promoted to Regional Vice President of Commercial Banking for Upstate South Carolina, overseeing relationships across commercial and small business banking. As Regional…
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Rebecca Kincaid of Kincaid Retirement & Wealth Management inducted into Advisors Excel Hall of Fame
January 30, 2026
Rebecca Kincaid, Founder and CEO of Kincaid Retirement & Wealth Management, has been inducted into the Advisors Excel Hall of Fame, a prestigious honor recognizing top-performing financial professionals within the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
United Community announces Florida realignment to support growth and deepen leadership
January 28, 2026
United Community announced a strategic realignment of its Florida operations, dividing the state into two distinct markets—North Florida and South Florida—to better serve customers, strengthen community connection and support continued…
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Palmetto Citizens Federal Credit Union celebrates 90 years of service with focus on growth and community impact in 2026
January 28, 2026
Charter expansion and foundation launch mark major milestones for Midlands-based financial institution Palmetto Citizens Federal Credit Union, a member-owned, not-for-profit financial institution that provides personal and business banking services across…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, construction, non-profit, on-the-move, philanthropy
Raymond James and Associates recognizes Gray Ellenberg with President’s Club honor
January 27, 2026
Raymond James and Associates announced that Gray Ellenberg has been named to the firm’s 2025 President’s Club, a distinction reserved for financial advisors who demonstrate exceptional commitment to client service,…
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United Community names Sharon Thompson chief commercial banking officer
January 22, 2026
United Community has promoted Sharon Thompson to chief commercial banking officer, a newly created role designed to support the company’s continued growth and expansion of its commercial and specialty banking…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
Brandon Williams joins Greenwood Capital
January 21, 2026
Greenwood Capital announced the addition of Brandon M. Williams to the client service team as an Associate Advisor in the Greenwood office. In this role, he is dedicated to supporting…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community announces corporate sponsorship of Junior Achievement BizTown Mobile® of South Carolina
January 20, 2026
United Community announced a new three-year corporate sponsorship with Junior Achievement (JA) BizTown Mobile® of South Carolina. This hands-on program brings a mini city to South Carolina schools, where students…
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South Carolina sets a national standard for secure research
January 20, 2026
South Carolina Research Authority launches the new Center for Research Security, positioning the state as the leading destination for trusted, secure research. The South Carolina Research Authority today announced the launch of the Center for Research Security. This first-of-its-kind…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
SC Launch Inc. invests in map-based design and construction platform SiteMarker
January 15, 2026
SC Launch Inc., the investment affiliate of the South Carolina Research Authority, has invested $250,000 in SiteMarker Inc. The Mt. Pleasant-based startup has revolutionized geolocation tools and techniques, making reporting…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
SJWD Water District earns national recognition for excellence in budget presentation
January 13, 2026
The Startex-Jackson-Wellford-Duncan (SJWD) Water District announced that it has received the Distinguished Budget Presentation Award from the Government Finance Officers Association (GFOA) for its Fiscal Year 2024 Budget. The GFOA’s…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, government, on-the-move
Pope Flynn adds new associate Benjamin Price in public finance and government law
January 11, 2026
Pope Flynn, a South Carolina-based law firm concentrating in public finance and governmental law, has added Benjamin Price as an associate in the firm’s public finance and governmental law practices.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
Raymond James welcomes James McNally
January 8, 2026
James McNally, Senior Vice President, Investments, recently joined Raymond James & Associates (RJA) at 112 Haywood Rd in Greenville. “I am excited to welcome James to the Raymond James team,”…
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SCRA announces new grant funding and member companies
January 8, 2026
Lucie Medical, Saluda Manufacturing, Topline, CADmore, FeatherPMS, Sharpen, and Thrive Data, received new grant funding from the South Carolina Research Authority. Atapic and Stabile Industries were accepted as SCRA member…
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State Treasurer Curtis Loftis recognizes Andrea McKnight of H.E. Corley Elementary as Educator of the Month
December 21, 2025
Midlands teacher enjoys bringing financial literacy to life for young students South Carolina Treasurer Curtis Loftis has named Andrea McKnight of H.E. Corley Elementary School as the December Educator of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, non-profit, on-the-move
Lima One Capital funds high-end development in Napa Valley
December 17, 2025
Lima One Capital recently closed a $23.8 million loan to fund construction of 15 high-end homes in an infill development in Wine Country. A renowned Bay Area builder with decades…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
$59 million refinancing secured for Affordable Housing portfolio
December 15, 2025
Affordable Upstate has secured a $59 million loan for the crossed collateralized cash-out refinancing of Paris Park, Terrain at Haywood, and Mauldin Meadows through a partnership with JLL Capital Markets.…
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GSSM receives $10,000 from First Citizens Bank to support STEM summer camps
December 11, 2025
The South Carolina Governor’s School for Science & Mathematics (GSSM) Foundation has received $10,000 from First Citizens Bank to support GSSM’s GoSciTech summer camps. These hands-on STEM programs serve rising…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move
Community roundtables show strong support for modernizing South Carolina’s public deposits law
December 10, 2025
State and local elected officials gathered in North Augusta and Greenville this month to review the South Carolina Financial Freedom Act (H.3221 / S.60), a bipartisan proposal that would finally…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move, politics
Wagner Wealth Management brings home four SC Best in Business Awards
December 8, 2025
Wagner Wealth Management was honored with four 2025 South Carolina Best in Business Awards this week. Nominated and voted on by the public, the firm received two Gold Awards for…
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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…
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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
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…
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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
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
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,…
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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…
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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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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
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
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
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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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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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
