South Carolina’s 2023 Tax Free Weekend kicks off on Friday, August 4
July 5, 2023
What you need to know: South Carolina’s annual Tax Free Weekend is scheduled for August 4-6, 2023. For 72 hours, tax-free items include computers, printers, school supplies, clothing and accessories,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Leasing vs. Buying a Car: Which one is right for you?
June 30, 2023
By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Countybank Foundation donates $25K to Hospice & Palliative Care of the Piedmont
June 29, 2023Countybank and Greenwood Capital recently presented a check for $25,000 to Hospice & Palliative Care of the Piedmont. The donation was given on behalf of the Countybank Foundation, which was…
Read MorePosted in: upstatebizsc Category: banking-and-finance, health-care, non-profit, on-the-move
Dr. Mark K. Pyles joins Greenwood Capital investment team
June 28, 2023
Greenwood Capital is pleased to announce the addition of Dr. Mark K. Pyles, CFA® to the investment team as the Director of Multi-Asset Strategies. Dr. Pyles first joined Greenwood Capital…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Jones elected South Carolina Bankers Association chairman
June 26, 2023
Boyd B. Jones, Senior Director, Middle Market Corporate Banking, Synovus, has been elected chairman of The South Carolina Bankers Association (SCBA). He was elected by a vote of SCBA members…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $7,500 to Community Initiatives
June 21, 2023
Countybank and Greenwood Capital recently presented a check for $7,500 to Community Initiatives, Inc. The donation was given on behalf of the Countybank Foundation, which was established in 1971 and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
UnidosUS launches HOME initiative to create four million Latino homeowners by 2030
June 15, 2023
The initiative will help break down barriers to homeownership for Latinos; Wells Fargo signs on as first anchor funder UnidosUS, a nonprofit, nonpartisan Hispanic civil rights organization, has launched HOME…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Lima One Capital expanding U.S. headquarters in Greenville County
June 15, 2023
Lima One Capital expanding U.S. headquarters in Greenville County $51.4 million investment will create approximately 300 new jobs Lima One Capital, one of the nation’s premier lenders for real estate…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
Countybank Foundation supports A Place for Us Ministries Renew Hope Camps
June 13, 2023
Countybank and Greenwood Capital recently presented a check for $500 to A Place for Us Ministries. The donation was given on behalf of the Countybank Foundation, which was established in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
First Community Bank Leadership Institute graduates “Tackle Hunger” in the Upstate
June 12, 2023
First Community Bank is pleased to announce the successful completion of its “Tackling Hunger” campaign with more than 4,000 non-perishable food items collected and donated to local organizations. The campaign…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
First Community Bank Leadership Institute graduates “tackle hunger” in the Midlands
June 12, 2023
First Community Bank is pleased to announce the successful completion of its “Tackling Hunger” campaign with more than 4,000 non-perishable food items collected and donated to local organizations. The campaign…
Read MorePosted in: midlandsbiz Category: banking-and-finance, non-profit, on-the-move
SAFE Federal Credit Union selected as recipient of Inaugural MeridanLink Arc Award
June 12, 2023
SAFE Federal Credit Union received the inaugural Arc Award during MeridianLink’s annual User Forum at Disneyland® Resort in Anaheim, CA. The Arc Awards recognize and celebrate financial institutions that leverage the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Venture Carolina launches 2023 Palmetto Venture Fellowship
June 9, 2023
Venture Carolina, a nonprofit dedicated to bridging the funding gap between investors and entrepreneurs has once again partnered with the South Carolina Department of Commerce’s Office of Innovation, VentureSouth, and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Reminder: Your state tax refund may be lower next year due to withholding adjustments
June 8, 2023
What you need to know: With the Withholding Tax Table updates, less taxes are being withheld from paychecks in 2023, which may result in reduced refunds next year For those…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SCRA announces new finance and administration director
June 8, 2023
The South Carolina Research Authority announced its new director of finance and administration, Laura Terry, who is responsible for leading the strategic direction of SCRA’s finance and administration function. She also serves…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library
June 5, 2023
Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move, the-arts
Countybank celebrates 90 years in South Carolina
June 5, 2023
Countybank is celebrating its 90th anniversary in business this year. Founded in 1933, the bank was created during the Great Depression, at a time of community hardship, when local business…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank names Frank Townsend III as Chief Lending Officer
June 5, 2023
The Southern Bank has named a new Chief Lending Officer, Frank Townsend, III. Townsend has over 35 years of banking experience, including leadership roles in both community and regional banks.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
SCDOR to no longer issue debit cards for refunds after June 29
June 1, 2023
What you need to know: The SCDOR will no longer issue Individual Income Tax refunds as debit cards after June 29, 2023. Bank of America, the provider of the State’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
Countybank’s Candice Good receives officer appointment
June 1, 2023
Countybank announced that Candice Good has been appointed Assistant Vice President by the Countybank Board of Directors. Good, Greer Market Administrator, joined Countybank in 2017 and is responsible for providing…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Investment Policy Guidelines: The Blueprint of your Portfolio
May 31, 2023
by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
Truliant announces Upstate mortgage lending team
May 31, 2023Three veteran mortgage lending officers and new South Carolina-based vice president of mortgage production join Truliant Truliant Federal Credit Union is proud to announce the addition of a mortgage team…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Scurry Tharpe joins First Reliance Bank
May 31, 2023
First Reliance Bank announces that Scurry Tharpe has joined the company as Vice President, Relationship Banker and will work out of the Greenville office. He has over 12 years of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charles Towne Holdings rebrands as CTH Advisors: Senior Investment Bankers & CEO Whisperers
May 24, 2023
In a strategic move aimed at redefining its identity and strengthening its market positioning, Charles Towne Holdings has recently announced a comprehensive rebranding initiative. The company will now operate under…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Marci Williams joins First Reliance Bank
May 23, 2023
Marci Williams has joined First Reliance Bank as Vice President Account Executive / Residential Lending Specialist and will work out of the Charleston, SC, Mount Pleasant branch. She will assist…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank continues to support new YMCA fitness center
May 23, 2023The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $3,000 to the Lakelands Region YMCA. This follows a $25,000 foundation donation in 2022 for Greenwood’s new…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Kim Saunders joins MEMBERS Financial Services
May 22, 2023
SAFE Federal Credit Union announced that Kim Saunders, Financial Advisor, is joining MEMBERS Financial Services. Saunders, a graduate of North Carolina State University, has over 15 years of experience in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces National 529 Day celebration with $529 college savings grants
May 18, 2023
State Treasurer Curtis Loftis today announced the return of the annual PalmettoBaby Grant Program in celebration of National 529 Day. “South Carolina’s Future Scholar 529 College Savings Plan is proud…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
United Home Loan Services, Inc.
May 17, 2023
Founded in 2006, United Home Loan Services, Inc. (NMLS# 70641) is a full-service mortgage company headquartered in Greenville, SC. The company’s mission is to make home loans more accessible and…
Read MorePosted in: upstatebizsc Category: banking-and-finance
Countybank Foundation presents donation to Greenwood Abbeville Little League
May 16, 2023
Countybank and Greenwood Capital recently made a donation to the Greenville Abbeville Little League on behalf of the Countybank Foundation, which was established in 1971 and represents Countybank and Greenwood…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
How and when to amend your SC Individual Income Tax return
May 3, 2023
What you need to know: Generally, you should amend a return if an IRS audit changes your state return, or when there are changes to your income, deductions, credits, payments,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, government, on-the-move
The Southern Bank names Executive Vice President and Chief Administrative Officer
May 3, 2023
The Southern Bank has named Kristi Eller the Executive Vice President and Chief Administrative Officer. Eller has more than 35 years of experience in community and regional banks. She was…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s Jack Lucas promoted to Simpsonville Market Executive
May 3, 2023
Countybank announced the promotion of Jack Lucas to Senior Vice President, Simpsonville Market Executive. Lucas joined Countybank in 2019 as Senior Vice President, Commercial Relationship Manager in Greer. As Simpsonville…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal announces 2023 Scholarship Winners
May 2, 2023
South Carolina Federal Credit Union announced the winners of its 2023 scholarship program. Nine outstanding students who are attending a technical or traditional college in South Carolina beginning fall…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Elliott Davis announces move to the BullStreet District
May 2, 2023
The Columbia office of Elliott Davis, LLC will occupy the second floor of the BullStreet District’s WestLawn office building beginning this fall. More than 80 employees will move into approximately…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, headlines, on-the-move
Cary Street Partners adds Truist Financial Advisors
April 29, 2023
GREENVILLE, SC – Cary Street Partners announced Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community partners with Greenlight to help families raise financially-smart kids and teens
April 25, 2023
United Community is proud to announce a new partnership with Greenlight® Financial Technology, Inc. to provide United customers free access to the award-winning Greenlight family finance app, available through the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for first quarter 2023
April 25, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2023. “While the current interest rate environment continues…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank honors Leadership Institute graduates
April 24, 2023
First Community Bank recently recognized the 2023 graduates of its Leadership Institute with a ceremony at the Columbia International University School of Business. An 18 to 24-month, intensive training program…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
HBO’s Succession Provides Important Lesson for Local Business Owners
April 20, 2023
By William Bragdon Senior Vice President-Investments The Parham, Arrowood, Bragdon Institutional Consulting Group UBS Wealth Management USA The fourth and final season of Succession continues to keep viewers on…
Read MorePosted in: upstatebizsc Category: advice, banking-and-finance, on-the-move
Sarah Baldwin promoted to SVP Retail Mortgage Sales
April 19, 2023
First Reliance Bank announces that Sarah Baldwin has been promoted to SVP Retail Mortgage Sales at FRB Mortgage, a division of First Reliance Bank. She is responsible for developing and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Resource Financial Services expands: now licensed in Texas
April 18, 2023
Resource Financial Services, South Carolina’s largest privately owned mortgage banker announced it is now authorized to originate loans in the state of Texas. With the addition of Texas, the company…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate, veterans
Countybank Foundation awards scholarship to PTC student
April 13, 2023
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded a scholarship to Piedmont Technical College (PTC) student Iliana Uzoh, who is currently studying computer technology. “We…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Rainwater named Chief Accounting Officer
April 13, 2023
First Reliance Bank announces that Keith Rainwater has been named Chief Accounting Officer. Rainwater, a Certified Public Accountant, brings more than 25 years of banking experience and an extensive accounting…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Truliant opens new branch office in Easley, S.C.
April 12, 2023
Truliant Federal Credit Union announced today the opening of its new Easley, South Carolina location. The branch is located at 5660 Calhoun Memorial Highway. The branch, Truliant’s third in Upstate…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank reveals upcoming construction plans for Laurens branch
April 12, 2023
As part of its commitment to investing in the Laurens community, United Community Bank is excited to announce the next step to improve its downtown Laurens branch. Construction will begin…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Countybank’s Laura Beth Brooks receives officer appointment
April 11, 2023
Countybank announced that Laura Beth Brooks has been appointed Vice President by the Board of Directors. Brooks, Corporate Governance Manager, joined Countybank in 2018 and is responsible for developing and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023
It’s April! The flowers, the trees, the birds, even the seasonal allergies signal spring is here. It’s always refreshing – aside from the allergies – to welcome a new season…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
UBS advisor teams in South Carolina named to the Forbes Best-In-State Wealth Management Teams list
April 8, 2023
UBS Wealth Management USA announced today that The Parham, Arrowood, Bragdon Team and The Alpha Group, advisor teams based in the firm’s Greenville, South Carolina office, have been named to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
