Beatrice Huguenin joins Coldwell Banker Caine in Spartanburg

  May 11, 2021

Coldwell 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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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Countybank Foundation donates $1,500 to Faith Home

  May 11, 2021

The 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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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, on-the-move

FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy

  May 6, 2021

In 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move

Southern Management Corporation relaunches as Heights Finance

  May 3, 2021

Greenville, 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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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Order of Contributions

  April 30, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move

Southern First reports results for first quarter 2021

  April 27, 2021

Southern 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Lincoln Stewart joins Countybank as Commercial Relationship Manager

  April 27, 2021

Countybank 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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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Community Banks, Inc. reports first quarter results

  April 21, 2021

United 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, on-the-move

Countybank and Greenwood Capital donate $5000 to Burton Center

  April 20, 2021

David 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…

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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, on-the-move

John Proctor joins Greenwood Capital, expanding client support

  April 20, 2021

Greenwood 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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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

South Carolina Federal announces 2021 Scholarship Winners

  April 15, 2021

South 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

YMCA of Greenville awarded $5,000 grant from United Bank for RECESS, its program for adults with diverse abilities

  April 14, 2021

Greenville 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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Posted in: upstatebizsc   Category: banking-and-finance, business-services, churches, day-care, education, fitness-centers, non-profit, on-the-move, philanthropy

NOT BUSINESS AS USUAL

  March 31, 2021

Senator 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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Posted in: upstatebizsc   Category: accounting, banking-and-finance, economic-development, government, on-the-move, technology

How to Think About Insuring that Second Home

  March 30, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate

SPACs – Special Purpose Acquisition Companies

  February 24, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, financial-advisors, on-the-move

Whom Should I Select to Serve as Trustee?

  February 22, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: advice, banking-and-finance, law, on-the-move

First Community Bank names J. Ted Nissen President

  February 18, 2021

The 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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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, headlines, on-the-move

Highest Morningstar Rating for Wallick Investments’ Fidelis

  February 17, 2021

Wallick 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Nancye Bailey earns Certified Association Executive credential

  February 16, 2021

ASAE 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, business-services, chamber, financial-advisors, hospitality, marketing-and-communications, media, non-profit, on-the-move, philanthropy

Southern First announces promotion of Kevin Lee to Market Executive

  February 16, 2021

Southern 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Make Learning to Save Fun and Easy for Kids this America Saves Week

  February 16, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, on-the-move, op-ed

United Community Bank rank earns top honors from Forbes

  February 16, 2021

United 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

SCRA announces investment in drone-related startup, UASidekick

  February 16, 2021

South 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, hi-tech-information-tech, on-the-move

South Carolina Planned Giving Council welcomes three new board members

  February 1, 2021

The 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, non-profit, on-the-move, philanthropy

Creating a Budget: Empowerment Over Constraint

  January 29, 2021

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, life, on-the-move