United Community Banks, Inc. announces acquisition of FinTrust Capital Partners, LLC
May 13, 2021United Community Banks, Inc. (United) today announced that its Advisory Services division will be expanding through the acquisition of FinTrust Capital Partners, LLC (FinTrust), and its operating subsidiaries FinTrust Capital…
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Beatrice Huguenin joins Coldwell Banker Caine in Spartanburg
May 11, 2021Coldwell Banker Caine recently welcomed Beatrice Huguenin to its Spartanburg office. A Swiss native, fluent in both French and English, Beatrice moved to the Upstate from Ocala, Florida just over…
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Elizabeth Foster Clarke joins Caldwell Banker Caine in Greenville
May 11, 2021Coldwell Banker Caine recently welcomed Elizabeth Foster Clarke to its Greenville office. Elizabeth grew up in South Carolina but moved away for graduate school. She later returned to Greenville in…
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Countybank Foundation donates $1,500 to Faith Home
May 11, 2021The Countybank Foundation recently donated $1,500 to Faith Home, a Christian rehabilitation program for men and women seeking treatment for alcoholism and drug addiction. “We are so grateful for the…
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FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
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Regional Management Corp. announces first quarter 2021 results
May 5, 2021– Record net income of $25.5 million and diluted earnings per share of $2.31 – – Core net finance receivables and total revenue each grew 1.7% year-over-year – – Historically…
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Countybank and Greenwood Capital donate $2,500 to Project HOPE Foundation
May 4, 2021David Tompkins, Greenwood Market Executive for Countybank; John Cooper, Private Client Advisor for Greenwood Capital; and Wells Dunlap, Commercial Relationship Manager for Countybank, recently presented a check for $2,500 to…
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Southern Management Corporation relaunches as Heights Finance
May 3, 2021Greenville, S.C. based company now serves customers in more than 400 branches across 11 states Based on its strong recent growth, Southern Management Corporation (SMC), one of the country’s largest providers…
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Regional Management Corp. adds new lender and increases warehouse facility capacity to $300 million
May 3, 2021GREENVILLE, SC – Regional Management Corp. announced that it has expanded its warehouse facility capacity by $100 million to $300 million by closing on an additional new warehouse facility with…
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World Finance named one of South Carolina’s Top Workplaces in 2021
May 3, 2021Company recognized as one of the top five large workplaces in the state for the second year in a row World Finance, a people-focused finance company that provides personal installment…
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United Community Bank ranks #1 in Customer Satisfaction with Consumer Banking in the Southeast, 7 out of the last 8 years
May 3, 2021United Community Bank announced it once again is ranked Highest in Customer Satisfaction with Consumer Banking in the Southeast according to the J.D. Power 2021 U.S. Retail Banking Satisfaction Study℠.…
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Order of Contributions
April 30, 2021By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
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Southern First reports results for first quarter 2021
April 27, 2021Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three-month period ended March 31, 2021. “We are off to a strong…
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Lincoln Stewart joins Countybank as Commercial Relationship Manager
April 27, 2021Countybank welcomed Lincoln Stewart as Commercial Relationship Manager in Greer. Stewart comes to Countybank with commercial banking and credit underwriting experience. In his role as Commercial Relationship Manager, Stewart will…
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Regional Finance raises more than $100,000 in support of the American Heart Association Upstate Heart Walk
April 27, 2021Regional Finance, a subsidiary of Regional Management Corp., raised $115,000 in support of the American Heart Association (AHA) Upstate Heart Walk through its community outreach program, Regional Reach. The company…
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First Community Bank recognized for outstanding lending services to small businesses
April 21, 2021First Community Bank was recently recognized by the U.S. Small Business Administration’s (SBA) South Carolina district office as the top 504 third party lender of the year for fiscal year…
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United Community Banks, Inc. reports first quarter results
April 21, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) announced that net income for the first quarter reached a record $73.7 million and pre-tax, pre-provision income was $81.6 million. The quarter benefited…
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Countybank and Greenwood Capital donate $5000 to Burton Center
April 20, 2021David Tompkins, Greenwood Market Executive for Countybank; John Cooper, Private Client Advisor for Greenwood Capital; and Wells Dunlap, Commercial Relationship Manager for Countybank, recently presented a check for $5,000 to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank welcomes Tom Coker as Commercial Relationship Manager
April 20, 2021United Community Bank announced that Tom Coker has joined the team as Commercial Relationship Manager. In this role, Coker will be responsible for providing commercial customers with products and services…
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United Community Bank offers families tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
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John Proctor joins Greenwood Capital, expanding client support
April 20, 2021Greenwood Capital announced the addition of John Proctor in the newly created position of Client Portfolio Advisor. In this role, John deepens the critical connection between client facing advisors and…
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South Carolina Federal announces 2021 Scholarship Winners
April 15, 2021South Carolina Federal Credit Union is honored to announce the winners of its 2021 scholarship program. Out of nearly 1,000 candidates, nine students were acknowledged for their academic achievements, volunteer…
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YMCA of Greenville awarded $5,000 grant from United Bank for RECESS, its program for adults with diverse abilities
April 14, 2021Greenville County adults with diverse abilities will benefit from grant support of RECESS programming YMCA of Greenville, a cause-driven, nonprofit organization focused on youth development, healthy living and social responsibility,…
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NOT BUSINESS AS USUAL
March 31, 2021Senator Thomas Alexander and the intersection of life and work By W. Thomas Smith Jr. AS A BOY GROWING UP in the thriving northwest corner of South Carolina, State Senator…
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How to Think About Insuring that Second Home
March 30, 2021By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
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United Community Bank continues support of Ronald McDonald House Charities of the Carolinas
March 29, 2021United Community Bank in Greenville recently donated $1,000 to the Ronald McDonald House Charities of the Carolinas. A portion of this donation came from the sale of gloves and socks…
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Countybank and Greenwood Capital donate $10,615 to United Way Greenville
March 23, 2021Ken Harper, Chief Operating Officer for Countybank, and Danielle Cox, Teller for Countybank, recently presented a check for $10,615 to Lee Anne Scales, Vice President of Corporate Giving for United…
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Carolina-based Sharonview Federal Credit Union chooses Elan as credit card partner
March 17, 2021MINNEAPOLIS & INDIAN LAND, SC – Sharonview Federal Credit Union, one of the nation’s top 200 credit unions, and Elan Financial Services have signed an agreement that will provide…
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United Community Bank prepares to amplify brand with new Chief Marketing Officer
March 4, 2021United Community Bank is expanding its executive leadership team by adding Francie Staub as Chief Marketing Officer. In this role, Staub will spearhead the bank’s digital marketing, advertising, branding and…
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State Treasurer Curtis Loftis recognizes Denise Harrel of DuBose Middle School as Educator of the Month
February 26, 2021South Carolina Treasurer Curtis Loftis has recognized DuBose Middle School’s Denise Harrel as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for February. “We know that…
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United Community Bank recognized again as a top financial institution for Small Business Banking
February 25, 2021United Community Bank has been recently recognized with multiple Greenwich Excellence Awards for U.S. Small Business Banking for the year ended 2020. United received five awards in total, two of…
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SPACs – Special Purpose Acquisition Companies
February 24, 2021By William R. Jeter, CFA, CFP® SPACs are currently all of the rage in financial media. Why? As with any investment being heavily promoted, you can almost always understand by…
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First Citizens scholarship to benefit Lander’s College of Business
February 23, 2021A gift of $25,000 from First Citizens Bank of Greenwood will establish the first endowed scholarship for the Master’s Degree Program in Lander University’s College of Business. The scholarship will…
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Whom Should I Select to Serve as Trustee?
February 22, 2021By Jonathan J. Robertson, CFP® When people are updating their estate documents, they frequently leave assets in trust for someone else. The key concept behind the idea of a trust…
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First Community Bank names J. Ted Nissen President
February 18, 2021The First Community Bank Board of Directors announced today that Ted Nissen, Chief Banking Officer and Executive Vice President, has been named President, a newly established role. He will work…
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Highest Morningstar Rating for Wallick Investments’ Fidelis
February 17, 2021Wallick Investments, LLC’s faith and factor-based separate account composite, Fidelis, received a 5-star Morningstar RatingTM among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December…
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Nancye Bailey earns Certified Association Executive credential
February 16, 2021ASAE has announced that Nancye Bailey, President of NDB Association & Event Management, has earned the Certified Association Executive (CAE®) designation. The CAE is the highest professional credential in the…
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Southern First announces promotion of Kevin Lee to Market Executive
February 16, 2021Southern First Bank (NASDAQ: SFST), a unique Southeastern financial institution poised to expand and grow, announces the promotion of Kevin Lee to Market Executive of the Charleston region. With over…
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Make Learning to Save Fun and Easy for Kids this America Saves Week
February 16, 2021By State Treasurer Curtis Loftis When it comes to learning something new, you often hear, “it’s never too late.” But when it comes to smart money habits, it’s almost never…
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State Treasurer Curtis Loftis reminds teachers about application deadline for SC Financial Literacy Master Teacher Program
February 16, 2021March 31 is deadline for third cohort of master teachers State Treasurer Curtis Loftis is reminding teachers interested in participating in the South Carolina Financial Literacy Master Teacher Program that…
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United Community Bank rank earns top honors from Forbes
February 16, 2021United Community Bank has recently been recognized on two prestigious lists by Forbes magazine. For the eighth consecutive year, the bank was named to Forbes list of America’s Best 100…
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SCRA announces investment in drone-related startup, UASidekick
February 16, 2021South Carolina Research Authority (SCRA) announces its affiliate, SC Launch, Inc.’s, investment of $200,000 in UASidekick, Inc., a Greenville-based drone software company. UASidekick became an SC Launch Member Company in…
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Wells Fargo invests in six Black-owned banks, including Optus in Columbia
February 10, 2021Wells Fargo recently announced equity investments in six African American Minority Depository Institutions (MDIs) as part of its March 10, 2020, pledge to invest up to $50 million in Black-owned…
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VentureSouth invests over $9 million in 26 Southeast companies in 2020
February 8, 2021Despite the myriad challenges brought on by a global pandemic, VentureSouth announced another strong year of investment activity for 2020, with a total of $9.2 million invested in 26 early…
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United Community Bank names new corporate headquarters & expands in Greenville County
February 4, 2021$24.8 million investment will create 227 new jobs United Community Bank, a retail and commercial banking service provider, today announced plans to expand operations in Greenville County and name the…
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United Community Bank expanding, announcing corporate headquarters in Greenville County, SC
February 3, 2021United Community Bank, a retail and commercial bank and one of the largest full-service financial institutions in the Southeast, today announced plans to locate its corporate headquarters in Greenville County,…
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South Carolina Planned Giving Council welcomes three new board members
February 1, 2021The South Carolina Planned Giving Council recently announced the addition of three new board members as well as a new slate of officers. Michelle Hardy, Benita Hopkins and Daniel Prohaska…
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Creating a Budget: Empowerment Over Constraint
January 29, 2021By Anne Marie E. Ashworth, CFP® For many, budgeting has a lot of negative connotations. Tracking where money comes from and where it goes leaves some feeling frustrated and guilty.…
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United Community Bank welcomes Christopher Towery as Deputy General Counsel
January 28, 2021United Community Bank expands its internal corporate legal team with the addition of Christopher M. Towery as Deputy General Counsel. In this role, Towery will support the General Counsel with…
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Countybank reaches goal of $5,000 for debit card donation swipe campaign
January 28, 2021Countybank is excited to announce the results of its first debit card swipe campaign that occurred throughout December 2020. The bank reached its maximum contribution goal of $5,000. “We could…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move