South Carolina Bankers Association honors Othniel W. Laffitte with the 2026 Outstanding Young Banker Award
June 22, 2026
The South Carolina Bankers Association (SCBA) announced Othniel W. Laffitte as the recipient of the 2026 Outstanding Young Banker Award. Othniel, who serves as the Senior Vice President and Market…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Neil Jones named Chief Financial & Operating Officer of Colliers | South Carolina
June 18, 2026
Charleston/Columbia/Greenville/Spartanburg, SC – Colliers | South Carolina announced the promotion of M. Neil Jones, CPA, CITP, to Chief Financial & Operating Officer. A member of the firm’s leadership team since…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, commercial-real-estate, 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…
Read MorePosted 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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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…
Read MorePosted in: upstatebizsc Category: advice, banking-and-finance, on-the-move
Bank of America names Chip McLeod Upstate South Carolina president
June 9, 2026
Bank of America announced that Chip McLeod, Merrill Lynch Wealth Management senior resident director, has been named president of Upstate South Carolina. He succeeds Stacy Brandon, who led the market…
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The Upstate’s Top Retirement Mistakes: Clarity Financial Solutions invites community to complimentary educational seminar
May 28, 2026
Many Upstate residents spend decades saving for retirement, but according to Clarity Financial Solutions, building wealth is only part of the equation. Without the right tax and income strategies, retirees…
Read MorePosted in: upstatebizsc Category: banking-and-finance, business-services, education, on-the-move
State Treasurer Curtis Loftis celebrates National 529 Day with $529 grants for newborns
May 28, 2026
South Carolina’s tiniest residents could score a big head start on their future thanks to the return of the PalmettoBaby Grant Program. State Treasurer Curtis Loftis announced today that every…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, golden-strip-news, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, government, on-the-move
SCRA announces funding for rural health innovation
May 28, 2026
The South Carolina Research Authority announced funding available to technology startups focused on improving rural health access. The program, Tech Catalyst Fund, is one of five initiatives within South Carolina’s Rural Health Transformation…
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United Community Mortgage Services welcomes Rebecca Costanzo as director of mortgage originations
May 14, 2026
United Community announced Rebecca Costanzo has joined the company as director of mortgage originations. In this role, Costanzo will lead retail mortgage sales leaders to drive growth strategy, sales performance…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
SCRA announces new grant funding and member companies
May 12, 2026
Tada AI, CAMA Security, Pathly, and Vet Media Group received new grant funding from the South Carolina Research Authority. Baysys Solutions and Digital Site Box were accepted as SCRA member companies. SCRA…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
State Treasurer Curtis Loftis honors 23 graduates of SC Financial Literacy Master Teacher Program
May 1, 2026
State Treasurer Curtis Loftis recognized the most recent graduates of the South Carolina Financial Literacy Master Teacher Program, an innovative multi-year program designed to increase the number of teachers incorporating…
Read MorePosted in: lowcountrybizsc, midlandsbiz, georgetown-sc-gazette, upstatebizsc Category: banking-and-finance, education, government, on-the-move
SC Housing’s Palmetto Heroes program closes for ’26, registering 272 home loans
April 28, 2026
SC Housing’s highly anticipated 2026 Palmetto Heroes homebuyer program officially closed earlier this month after another record-breaking campaign. The 2026 edition of the program began March 16 and closed April…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Are You Financially Literate? Clarity Financial Solutions invites Greenville community to retirement & tax strategy seminar
April 27, 2026
April is widely recognized as Financial Literacy Month, but for Clarity Financial Solutions, financial education is a year-round commitment. Through a series of ongoing educational seminars, the firm helps people…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Stokes & Company, joins CPAmerica, strengthening resources for businesses across the Upstate
March 31, 2026
Stokes & Company, CPAs announced that the firm has been accepted as a member of CPAmerica, one of the nation’s leading associations of independent CPA firms. This partnership connects Stokes…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, financial-advisors, local-industry, on-the-move
Palmetto Citizens Federal Credit Union celebrates new branch in Whitmire, S.C.
March 30, 2026
Palmetto Citizens Federal Credit Union, one of South Carolina’s longest-standing and most trusted financial institutions, celebrated the opening of its new branch in Whitmire, South Carolina, with a ribbon cutting…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, on-the-move
United Community earns 12th JD Power Award in 17 years, ranked #1 for Retail Banking Customer Satisfaction in the Southeast Region
March 26, 2026
For the 12th time, United Community has been recognized as #1 for Retail Banking Customer Satisfaction in the Southeast Region in the JD Power 2026 U.S. Retail Banking Satisfaction Study.…
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Bank of America Upstate South Carolina President Stacy Brandon set to retire April 1
March 24, 2026
Bank of America announced Tuesday that Stacy Brandon, president of BofA Upstate South Carolina, will retire from the company April 1. Brandon departs BofA with 39 years of service and…
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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,…
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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…
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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…
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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…
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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,”…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
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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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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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