United Community Bank ranks #1 in Customer Satisfaction with Consumer Banking in the Southeast, 8 out of 9 Years
April 12, 2022
United Community Bank announced it once again ranked Highest in Customer Satisfaction with Consumer Banking in the Southeast according to the J.D. Power 2022 U.S. Retail Banking Satisfaction Study℠. This…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis names Perry Breazeale as Director of Treasury Management
April 12, 2022
South Carolina Treasurer Curtis Loftis announced that Perry Breazeale recently joined the agency as the Director of Treasury Management. During his career, Perry has served in several financial leadership roles…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
World Finance executive Lindsay Caulder named one of HRO Today’s CHRO of the Year Award finalists
April 6, 2022
Lindsay Caulder, Senior Vice President of Human Resources at World Finance, was selected as a finalist for HRO Today’s 2022 CHRO of the Year Award. The award recognizes chief human…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s Jimmy Fowler promoted to Anderson Market Executive
April 6, 2022
Countybank is pleased to announce the promotion of James R. Fowler, Jr. to Executive Vice President, Anderson Market Executive. Fowler has served Countybank for more than 24 years in various…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Julie Shull promoted into critical new role of Client Success Specialist at Paysmart Payroll Services
April 4, 2022
Paysmart Payroll Services, a sister company of Stokes & Company, CPAs based in Greenville, has promoted Julie Shull into a new position the firm has established – Client Success Specialist.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank celebrates groundbreaking of new company headquarters
March 31, 2022
United Community Bank celebrated the groundbreaking of its new corporate headquarters in downtown Greenville yesterday with approximately 200 attendees, including South Carolina Governor Henry McMaster. During the ceremony, Gov. McMaster…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donation supports Greer Elementary School students
March 31, 2022The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $2,500 to the Greer Centennial Lions Club, which the organization matched for a total contribution of $5,000.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, non-profit, on-the-move
Charitable Gifting with Appreciated Securities
March 31, 2022
By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
State Credit Union groundbreaking
March 30, 2022
State Credit Union has partnered with the best of the best for construction of their brand new, 50,000 sq. ft., three-story building in downtown Columbia. The team of LCK, LLC.,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, commercial-real-estate, construction, on-the-move
Spero Financial contributes $250,000 to Unity Park in honor of Greenville community leader Mary Duckett
March 30, 2022Mary F. Duckett Plaza by Spero Financial is dedicated to Southernside Neighborhood in Action president, longtime resident Spero Financial announced a $250,000 donation to sponsor the plaza at the center…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, philanthropy
SAFE Federal Credit Union promotes Drew Huckeba to Senior Vice President and Chief Lending Officer
March 24, 2022
SAFE Federal Credit Union announced the promotion of Drew Huckeba to Senior Vice President and Chief Lending Officer. “Drew Huckeba’s strong leadership skills combined with his expertise in all areas…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank promotes three to SVP
March 23, 2022
First Reliance Bank announced three top-level executive promotions to Senior Vice President. Ross Foshee, Senior Vice President and Controller, John Lindley, Senior Vice President, Director of Operations, and Robert Mayhue,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank holds Simply Rolling Out the Arts in Simpsonville
March 16, 2022
Countybank recently partnered with the City of Simpsonville and the Simpsonville Arts Foundation to co-sponsor an event celebrating the grand opening of Countybank’s commercial loan office in Simpsonville. The “Simply…
Read MorePosted in: upstatebizsc Category: banking-and-finance, business-services, non-profit, on-the-move
First Community Bank names Laura McKinney as Community Development Officer
March 16, 2022
First Community Bank announced Laura McKinney as the Bank’s inaugural Community Development Officer. The new role signifies a continuing commitment to the Bank’s values as a community bank impacting lives…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
S.C. Treasurer’s Office facilitates bond issuances for Coastal Carolina and University of South Carolina
March 11, 2022
State Treasurer Curtis Loftis announced that his office recently facilitated transactions for Coastal Carolina University and the University of South Carolina issuing $129,445,000 (par) in Higher Education Refunding Revenue Bonds…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, government, on-the-move
South Carolina tax tips for college students
March 9, 2022
With new Name, Image, and Likeness legislation taking effect this tax year, the South Carolina Department of Revenue (SCDOR) knows that many collegiate student-athletes are filing an Individual Income Tax…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
State Treasurer Curtis Loftis announces selection of Kathy L. Bickham as New Commissioner of Banking
March 9, 2022
South Carolina Treasurer Curtis Loftis, Chairman of the State Board of Financial Institutions, announced that Kathy L. Bickham has been selected to serve as the next Commissioner of Banking for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Countybank’s Jessica Gidewall and Lori Robertson receive officer appointments
March 9, 2022
Countybank announced that Jessica Gidewall and Lori Robertson have been elected as Banking Officers by the Countybank Board of Directors. Gidewall, Senior Financial Accountant, began her career with Countybank in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Charitable Foundation grants $325,000 to two Upstate organizations
March 8, 2022
Homes of Hope, a local non-profit focused on developing affordable housing in South Carolina and connecting housing clients with local resources to aid economic mobility, was recently awarded a $175,000…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Pension plan shortfall demands lawmakers’ attention
March 8, 2022
By Richard Eckstrom, S.C. Comptroller It definitely doesn’t get the attention it deserves, but it’s among the most severe financial problems facing South Carolina today: The state retiree pension plan…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move, op-ed
United Community Bank names Ron Fox as Chief Compliance Officer
March 4, 2022
United Community Bank is pleased to add industry veteran Ron L. Fox as the company’s new Chief Compliance Officer. In this newly expanded role, Ron will be responsible for leading…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank expands to Rock Hill, South Carolina region with team of veteran local bankers
March 1, 2022
First Community Bank, headquartered in Lexington, South Carolina, is expanding to York County, South Carolina with the intent to open a loan production office in Rock Hill. Catherine H. Faircloth,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Tax credits for SC homeowners – check to see if you qualify
February 23, 2022
Did you know qualifying South Carolina homeowners may be able to save money on their tax bill? If you’re remodeling, making your home more energy efficient, or paying casualty insurance,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Entrepreneur Minute – John Warren, GEM Mining
February 17, 2022
The 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, podcast
TCB Corporation and Countybank add new Board Member
February 17, 2022
TCB Corporation and Countybank are proud to welcome W. Wesley McMullan to the TCB Corporation Board of Directors and Countybank Board of Directors. His responsibilities in joining the Board of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
CUNA Brokerage selects Rick Addy as Financial Advisor for SAFE Federal Credit Union
February 16, 2022
CUNA Brokerage Services, Inc. selects Rick Addy as their newest Financial Advisor for SAFE Federal Credit Union. A graduate of Furman University, Addy has over 20 years of experience in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
10-year performance & 4-star Morningstar Overall rating for faith- & factor-based WI Fidelis
February 14, 2022
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year, Overall, and now 10-year risk-adjusted performance among…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank associates named among Most Influential business leaders
February 10, 2022
First Reliance Bank is pleased to announce that Justin Strickland, president, and Frank Bullard, corporate community relations developer, were recognized among the 2021 50 Most Influential business leaders by Columbia…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
So Much to Love About 529 Plans
February 9, 2022
By State Treasurer Curtis Loftis Around this time of year, it seems every store I enter is full of heart-covered cards, rose bouquets or some other symbol of love. Whether…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, government, on-the-move
Assurance Financial welcomes two new lenders, Abi Snyder and Merrell Johnson
February 9, 2022
Loan Officers Abi Snyder and Merrell Johnson join Assurance Financials’ Columbia branch. The two will provide expert guidance for individuals and families navigating the mortgage process. “We are happy to…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Going Into Business with your Loved One? Four Tips for Starting and Running a Successful Business Together
February 7, 2022
By Justin Hawkins, South Carolina Regional Banking Director, Wells Fargo For nearly all small business owners, business ownership is a labor of love. Yet running a business with your loved…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, entrepreneurship, on-the-move
Senator Scott introduces bill to expand access to capital for community banks
February 3, 2022
This week, U.S. Senators Tim Scott (R-S.C.) and Maggie Hassan (D-N.H.) introduced a bill to improve the ability of smaller community banks to meet the credit needs of the local…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Countybank Foundation makes $25,000 donation toward new YMCA Fitness Center
February 3, 2022
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $25,000 to the Lakelands Region YMCA. This donation represents an ongoing partnership with the Lakelands Region YMCA…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Finance named a 2022 Top Workplaces USA winner
February 1, 2022
Award gives national recognition of company’s culture, employee satisfaction GREENVILLE, SC – World Finance, a people-focused finance company providing personal installment loan solutions and personal tax preparation services, has been…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank names Holly Hawse Berry as new Chief Human Resources Officer
February 1, 2022
United Community Bank is proud to announce the addition of Holly Hawse Berry as the company’s new Chief Human Resources Officer. In this role, Berry will help recruit and nurture…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Entrepreneur Minute – Lindsay Cox, Financial Advisor
January 27, 2022
The 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: midlandsbiz Category: banking-and-finance, entrepreneurship, financial-advisors, podcast
Southern First Reports Results for Fourth Quarter 2021
January 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period and year ended December 31, 2021. “We are incredibly…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
TD Bank names Grant Nicholson Senior Relationship Manager
January 25, 2022
TD Bank has named Grant Nicholson as Senior Relationship Manager, serving the Upstate market of South Carolina, which includes the counties of Anderson, Greenville, Laurens, Oconee, Pickens and Spartanburg. As…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Blane Brooks joins FinTrust Capital Advisors as Director of Advisor Support Group
January 19, 2022
FinTrust Capital Advisors is pleased to announce that Blane Brooks has joined the Company’s senior management team. His focus will be in providing support to the Company’s financial advisors, assisting…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank recognizes Dayle Mumford with new business development role
January 19, 2022
Countybank is pleased to recognize Dayle Mumford as she transitions into her new role as Vice President, Professional and Executive Relationship Manager. Mumford joined Countybank in 2001 as a Relationship…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank promotes two senior leaders
January 19, 2022
First Reliance Bank announced Blake Dressler has been promoted to Charleston Market President and Frank Bullard to lead Corporate Community Relations across the bank’s South Carolina and North Carolina footprint.…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, business-services, on-the-move
Jane Downey, MBM Partner, named to leading U.S. Bankruptcy and Restructuring Lawyers listing
January 18, 2022
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named as one of the 2022 500 Leading U.S. Bankruptcy and Restructuring Lawyers. Downey is selected as one of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, employment-agencies, financial-advisors, law, on-the-move
Resource Financial builds on Ocrolus to automate residential mortgage processing
January 15, 2022
Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Resource Financial Services, a leading independent mortgage banker serving the Southeastern United States, announced a…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
How to Buy a Car in 2022: Navigating The Automobile Shortage
January 14, 2022
By Mike DuBose The COVID-19 pandemic has had dramatic and wide-ranging impacts on the United States and the world as a whole. Most people are traveling, going to events, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, life, on-the-move, transportation
SAFE Federal Credit Union members get nearly $1.5 Million in bonus dividends and loan interest rebates
January 13, 2022
SAFE Federal Credit Union members received annual bonus dividends and interest rebates on December 31 totaling nearly $1.5 million. The 2021 bonus marked the 25th anniversary of SAFE’s Member Giveback Program.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
TD Bank names Joe Pearson Relationship Manager
January 13, 2022
TD Bank has named Joe Pearson as Relationship Manager, serving the Midlands and Pee Dee markets of South Carolina. In his role, Pearson will be responsible for enhancing existing commercial…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank welcomes Jim Shofner as Senior Credit Officer
January 13, 2022
United Community Bank is pleased to announce the addition of Jim Shofner as Senior Vice President & Senior Credit Officer. In this role, Shofner will be responsible for supporting the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Acceptance Corporation marks 30th anniversary as publicly traded company
January 12, 2022
World Acceptance Corporation (NASDAQ:WRLD) celebrates its 30th anniversary as a publicly traded company. World Acceptance Corporation is a people-focused finance company that provides personal loan and tax preparation solutions in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
