Emily Tarney named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 20, 2025Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Vice President and Financial Advisor in its Wealth Management office in Columbia, SC has been named to the Firm’s…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, on-the-move
Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, SC
February 20, 2025Truliant Federal Credit Union announced that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”). Truliant Financial Advisors partners with CUSO…
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CREW Midlands-SC announces 2025 Board of Directors
February 5, 2025CREW Midlands-SC announced its 2025 Board of Directors to lead the local chapter of CREW Network, the leading global business network in commercial real estate. Marie Dieckmann, Senior Associate with…
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The Rast McFadden Wealth Management Group at Morgan Stanley named to Forbes Magazine’s Best-In-State Wealth Management Teams
February 4, 2025Morgan Stanley announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams. Forbes Best-In-State…
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Bank of America names Ellie Perry Market Executive for Upstate South Carolina
February 4, 2025Bank of America announced that Ellie Perry has been named Market Executive for Upstate South Carolina. In this role, Perry is responsible for helping lead the bank’s local efforts across…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
SCRA announces new Member Companies and grant funding
February 4, 2025Jaya Biosciences and OrthoTract Innovations were accepted as South Carolina Research Authority Member Companies. ElectroWire received new grant funding. All SCRA Member Companies receive coaching and access to SCRA’s Member Benefits and Startup Resources,…
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Charleston Metro Chamber names Elizabeth Burwell 2025 Board Chair
January 30, 2025Southern First Bancshares, Inc., holding company for Southern First Bank, announced the selection of Elizabeth Burwell as 2025 Board Chair for the Charleston Metro Chamber of Commerce. Burwell joined Southern…
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Wallick Investments relocates
January 30, 2025Wallick Investments, LLC has relocated in downtown Columbia to 2118 Lincoln Street in historic Elmwood Park— “Columbia’s front porch”—established in 1904. December 2024, the SC-based Registered Investment Advisory firm purchased…
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The Southern Bank brings on BSA Analyst
January 29, 2025The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the addition of its newest hire. Bill Roseen is the bank’s newest BSA Analyst, bringing…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
InvestiNet names Amy Nodine Chief Compliance Officer
January 29, 2025Nodine will oversee the company’s complex compliance initiatives InvestiNet, a full-service collections network and innovation leader in the accounts receivable industry, has announced the promotion of Amy Nodine from executive…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, law, marketing-and-communications, on-the-move, technology
Entrepreneur Minute – Jordan Fowler, Shaw Circle
January 28, 2025The LowcountryBizSC, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of our markets…
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Southern First reports fourth quarter 2024 results
January 28, 2025Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2024. “Our financial performance this quarter…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Entrepreneur Minute – Sean Joyce, Joyce Wealth Advisory
January 28, 2025The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move, podcast
Truliant continues Upstate S.C. expansion with new branch in Mauldin
January 23, 2025Truliant, a top 100 U.S. credit union, announced that it opened a new branch today in Mauldin, S.C., as part of its Upstate South Carolina expansion. The branch is located…
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Founders Federal Credit Union
January 15, 2025The Founders Difference began in 1950 when a group of Springs Mills employees decided to do something to protect their colleagues from predatory loan sharks and moneymen, and improve the…
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Founders President and CEO announces retirement date, names successor
January 15, 2025After more than 20 distinguished years as President and CEO of Founders Federal Credit Union, Bruce Brumfield has announced his upcoming retirement effective December 31, 2025. This announcement comes after…
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South Carolina Federal now accepting applications for $45,000 in scholarships
January 14, 2025South Carolina Federal Credit Union is now accepting applications for its 15th annual scholarship program. The credit union will award $45,000 to nine outstanding students attending a traditional or technical…
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SCRA announces new member companies and grant funding
January 7, 2025myMechanic, The After Cancer, and Volare Boats were accepted as South Carolina Research Authority Member Companies. Brokerbase, NovaVia Spine & Biologics, Rapid Title, and Zitles received new grant funding. All…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Garrett Minton and Anne Thompson join Greenwood Capital team
January 6, 2025Greenwood Capital announced the addition of two new associates: Garrett Minton as Associate Advisor in the Greenwood office and Anne Thompson as Private Client Advisor in the Greenville office. These…
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SAFE Federal Credit Union donates $22,200 to support Hurricane Helene disaster relief
December 18, 2024Families facing hardships from Hurricane Helene are receiving more than $22,000 in relief from SAFE Federal Credit Union ahead of the Christmas season. The credit union’s “SAFE After the Storm”…
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South Carolina Federal opens new financial center in Greenville
December 17, 2024South Carolina Federal Credit Union has opened its fifth financial center in Greenville located at 111 The Parkway. Designed with convenience in mind, the credit union’s Thornblade location features a…
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Credit One Charleston Open celebrates third consecutive WTA 500 Tennis Tournament of the Year award
December 16, 2024Charleston’s professional tennis tournament awarded top honors from the Hologic WTA Tour for the third year in a row The Credit One Charleston Open, North America’s largest women’s-only tennis tournament and…
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Lima One Capital to relocate headquarters to newly renovated 300 East McBee development in Greenville, SC
December 16, 2024Lima One Capital, the nation’s premier lender for real estate investors, has officially announced its plans to relocate its corporate headquarters in Greenville, S.C., to 300 East McBee Avenue, a…
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Upstate Upstarts and Abundance Capital launch Catalytic Fund to fuel local innovation
December 16, 2024The Upstate Upstarts program, a community-driven initiative promoting high-growth early-stage companies in Upstate South Carolina, announced a new opportunity to allow investment through charitable donations. The Upstate Upstarts List features…
Read MorePosted in: upstatebizsc Category: banking-and-finance, entrepreneurship, hi-tech-information-tech, local-industry, non-profit, on-the-move
Congaree Land Trust and partners announce collaborative conservation of land for expansion of Lee State Park
December 12, 2024Congaree Land Trust and The South Carolina Department of Parks, Recreation & Tourism are celebrating the conservation of more than 135 acres of land that will be added to Lee…
Read MorePosted in: midlandsbiz Category: banking-and-finance, environmental, government, non-profit, on-the-move
SCRA announces new Member Companies and grant funding
December 10, 2024Bio Streamline, Brokerbase, Ducklinks, Graphio, Marine Diagnostic Tools, Politexts, and VayuClear were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Imagine Home Digital, Go Fig AI, Qatalyst Health, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, entrepreneurship, on-the-move
Credit One Charleston Open announces two former champions to play 2025 tennis tournament
December 10, 20242019 Charleston champion Madison Keys and 2022 Charleston champion Belinda Bencic have joined next year’s player field The Credit One Charleston Open, North America’s premier women’s-only tennis event, has announced two…
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VentureSouth launching early stage investment group in Savannah
December 9, 2024VentureSouth, one of the largest early stage investment firms in the country, announced the launch of their most recent expansion group—912 Angels. Savannah will become VentureSouth’s 23rd community, which brings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Bankshares, Inc. receives final regulatory approval for Piedmont Bancorp Acquisition
December 3, 2024United Bankshares, Inc. (“United”) (NASDAQ: UBSI), the parent company of United Bank, announced it has received all requisite regulatory approvals for its proposed merger with Piedmont Bancorp, Inc. (“Piedmont”), the…
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Greenwood Capital promotes Callie M. Bradshaw and John B. Proctor, Jr.
November 20, 2024Greenwood Capital announced the promotion of Callie Bradshaw to Associate Advisor and John B. Proctor, Jr. to Advisor Portfolio Specialist. These promotions underscore Greenwood Capital’s ongoing commitment to meeting client’s…
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TD Bank recommits to MUSC Hollings Cancer Center’s prostate cancer awareness program, SC AMEN
November 19, 2024TD Bank has committed $100,000 to support the MUSC Hollings Cancer Center’s SC AMEN program, a community outreach initiative that brings education, screenings and health services assistance to Black men…
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How much can store brands save consumers for Thanksgiving this year?
November 18, 2024Wells Fargo Agri-Food Institute reveals $17 savings for party of 10 Although food inflation continues to slow, budgeting for Thanksgiving might be challenging for consumers still acclimating to historic food…
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Charleston tech companies raise combined $100 million
November 12, 2024Over the past six months, multiple tech companies in the Charleston region have together raised just under $100 million in capital to fund their growth and expansion. The companies include:…
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Pope Flynn achieves Band 1 Banking & Finance ranking for South Carolina in Chambers and Partners USA 2024 guide
November 11, 2024Pope Flynn, a law firm concentrating in public finance and governmental law, has achieved a Band 1 Banking & Finance ranking for South Carolina in the 2024 USA Chambers and…
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SCRA announces new Member Companies and grant funding
November 7, 2024Atticus Pharma, Blotting Innovations, GreenCape Health, and Tikvah Health & Wellness were accepted as South Carolina Research Authority Member Companies. Health Evolve Technologies received new grant funding. All SCRA Member…
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Southern First names Jimmy Bailey Regional President in Charleston
November 4, 2024Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Jimmy Bailey to Regional President in Charleston, SC. Bailey has served as a Team Leader in…
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Over 200 SC educators attend personal finance conference
October 31, 2024On Monday, October 28, over 200 dedicated educators from across South Carolina gathered at the Columbia Metropolitan Convention Center for the annual South Carolina Finance Forum, a premier event dedicated…
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Sequoia Financial Group acquires Charleston-based Family Asset Management
October 31, 2024Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm,…
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Colin Burns joins Greenwood Capital team
October 31, 2024Greenwood Capital announced the addition of Colin J. Burns to the wealth team as an Associate Advisor in the Downtown Greenville office, located at 201 W. McBee Ave. In this…
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United Community announces William Kyle McKinney as chief audit executive
October 30, 2024United Community is pleased to announce William Kyle McKinney as the bank’s new chief audit executive. McKinney, who brings nearly 25 years of experience to the team, will oversee the…
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Southern First promotes Kevin Lee to Executive Director of Market Support
October 30, 2024Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Kevin Lee to Executive Director of Market Support. Lee has over 25 years of…
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Southern First names Julie Fairchild Chief Accounting Officer
October 28, 2024Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Julie Fairchild to Chief Accounting Officer. Fairchild has over 25 years of accounting and finance experience…
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US Open quarterfinalists & former World No. 2 enters Charleston Open player field
October 22, 2024Spaniard Paula Badosa commits to Charleston in 2025 after impressive comeback season US Open quarterfinalist and former World No. 2 Paula Badosa will return to play the Credit One Charleston Open, the largest…
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Bank of America awards CLIMB Fund grant for statewide economic mobility initiative
October 22, 2024CLIMB Fund announced that it has been awarded an Economic Mobility grant from Bank of America in support of the 2025 Fundraising Enablement Project. Bank of America’s grant is funding…
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Southern First reports results for third quarter 2024
October 22, 2024Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended September 30, 2024. “Our third quarter results continued…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
AgFirst welcomes Runkle, Calhoun to executive team
October 21, 2024AgFirst welcomed two new executives Oct. 1. Brian Runkle was named Chief Operating Officer, and Pat Calhoun was appointed to the Chief Credit Officer role. Both will serve on the…
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Newest Exhibit at Upcountry History Museum explores path of Black History in the American West
October 21, 2024Exploring the path of Black history in the American West with a timeline of original pictorial quilts is the focus of “Black Pioneers: Legacy in the American West,” a first-of-its-kind…
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Palmetto Public Deposits Coalition launches to strengthen South Carolina’s financial ecosystem
October 17, 2024Palmetto Public Deposits Coalition to Focus on Creating Competition for Public Deposits, Delivering Better Returns for Taxpayers Community leaders across South Carolina have come together to announce the launch of…
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Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
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2024 First Responders of the Year announced by SAFE Federal Credit Union
October 10, 2024South Carolina’s first responders were honored before a 77,000-person sellout crowd as SAFE Federal Credit Union announced its 2024 First Responders of the Year during the University of South Carolina’s…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, on-the-move