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…
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…
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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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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
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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…
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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…
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Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Truliant Foundation names Upstate Mini Grants award recipients
August 13, 2025
Truliant Foundation Awards 30 Mini Grants to Community Nonprofits The Truliant Foundation is awarding a total of $45,000 in Community Mini Grant funds to 30 nonprofit organizations across Truliant Federal…
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Kara Nalbone joins Greenwood Capital team
August 12, 2025
Greenville Office Hires New Private Client Administrator Greenwood Capital announced the addition of Kara Nalbone to the client service team as a Private Client Administrator and Office Manager for the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Sixty-three bankers graduate after three-year intensive program at South Carolina Bankers School
August 11, 2025The South Carolina Bankers School (SCBS), hosted by the South Carolina Bankers Association, would like to recognize the graduates of the Class of 2025, who received their diplomas in a…
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State Treasurer Curtis Loftis proclaims August as ‘Palmetto ABLE Savings Month’
August 8, 2025
State Treasurer Curtis Loftis proclaimed August as Palmetto ABLE Savings Month to remind South Carolinians about the value and impact of the state’s Palmetto ABLE Savings Program. As part of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, health-care, on-the-move
State Treasurer Curtis Loftis announces high credit ratings for South Carolina
August 6, 2025
State Treasurer Curtis Loftis announced that South Carolina has once again had its strong credit ratings reaffirmed by S&P Global, Moody’s, and Fitch Rating Services. “Safeguarding our state’s credit ratings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
The Southern Bank announces Nathan Sullivan as Vice President and Credit Administration Manager
August 5, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Nathan Sullivan as Vice President and Credit Administration Manager. In this role, he will oversee the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
SCRA announces new Member Companies and grant funding
August 5, 2025
IOVue and Sharpvue were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Qatalyst Health, Tikvah Health and Wellness, Treblehook, Realize Ascent Labs, and Ripple Two received new grant…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Greenwood Capital expands employee ownership
August 1, 2025
Bond, Cooper, and Pyles are New Principals of the Firm Greenwood Capital announced three additional employee owners to the firm. Claud W. (Will) Bond IV, John W. Cooper, and Dr.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Unpacked Leadership Conference announces powerhouse 2025 speaker lineup
July 28, 2025
Global Core Strategies & Consulting, today announced the speaker lineup for the 2025 Unpacked Leadership Conference, featuring Major General Patricia R. Wallace, Colonial Life CEO Tim Arnold, and other transformational…
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Southern First reports second quarter 2025 results
July 22, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the six months ended June 30, 2025. “Our second quarter results reflect…
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529 updates in ‘One Big, Beautiful Bill’ give South Carolina families even more flexibility for educational savings
July 21, 2025
By State Treasurer Curtis Loftis As administrator of South Carolina’s Future Scholar 529 Plan, I’m happy to share that recent passage of the One Big, Beautiful Bill Act spells good…
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Are You Financially Prepared for Hurricane Season?
July 17, 2025
By Ellie Perry Market Executive for Bank of America Upstate South Carolina During what is predicted to be a dynamic hurricane season, many residents in the Upstate may have an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
United Community completes transition of American National Bank
July 17, 2025
United Community has officially completed the transition of all accounts and services from American National Bank (ANB), following its merger with United on May 1, 2025. ANB’s single branch, located…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Sturm elected South Carolina Bankers Association Chairman
July 9, 2025
H. Richard Sturm, regional president of the Carolina’s for Ameris Bank, Mt. Pleasant, SC, has been elected Chairman of the South Carolina Bankers Association (SCBA). He was elected by a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
YMCA of Greenville renovates Simpsonville location with $10.7 million in JEDA bonds
July 9, 2025
The South Carolina Jobs-Economic Development Authority (JEDA) issued $10,690,000 in Economic Development Revenue Bonds for the YMCA of Greenville to finance the expansion of the Prisma Health Family YMCA campus in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
SCRA announces new Member Companies and grant funding
July 1, 2025
Carolina Biologics, Make Startups, Thrive Data, and WaterUS were accepted as South Carolina Research Authority Member Companies. Carolina Biologics, Clemson Composite Center, Coastal Carolina University, GreenCape Health, Health Evolve, and Tandem…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Junior Achievement and BofA drive financial literacy for South Carolina high schoolers
June 25, 2025
Multi-stop JA Finance Park Mobile tour provided students an immersive financial experience Junior Achievement (JA) of Greater South Carolina and Bank of America partnered to deliver financial literacy education to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
Charleston, SC Mayor William Cogswell honors Southern First Bank
June 24, 2025
Southern First Bancshares, Inc. holding company for Southern First Bank, announced that it has been recognized by the City of Charleston with a local proclamation for National Homeownership Month. The…
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United Community expands Wealth division in Greenville with three veteran hires
June 19, 2025
United Community is strengthening its recently launched Wealth division with the addition of three experienced bankers in the Greenville market: Brian Hungerford, Kurt Schumacher and Charles Williams. Hungerford joins the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
State Treasurer Curtis Loftis names Mark S. Barnes Chief of Staff
June 18, 2025
South Carolina State Treasurer Curtis Loftis today announced the appointment of Mark S. Barnes, MBA, CGFO, as his new Chief of Staff. Barnes brings more than three decades of experience…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, government, on-the-move
South Carolina maintains coveted Aaa credit rating from Moody’s
June 16, 2025
South Carolina continues to demonstrate strong financial stewardship, as Moody’s Ratings has reaffirmed the state’s Aaa credit rating with a stable outlook. State Treasurer Curtis Loftis announced the positive news…
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Synovus strengthens South Carolina presence
June 10, 2025
Synovus is accelerating its growth by adding new relationship managers in commercial and middle market banking and wealth services, reinforcing its commitment to delivering personalized, relationship-driven banking. The bank expects…
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SCRA announces new Member Company and grant funding
June 10, 2025
Realize Ascent was accepted as a South Carolina Research Authority Member Company. CarbonCents, Oncoblaze, Torpedo Bio, and Volare Boats received new grant funding. All SCRA Member Companies receive coaching and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
