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…
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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…
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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…
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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…
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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
Wells Fargo Foundation awards $300,000 grant to Center for Heirs’ Property Preservation® To Support Heirs’ Property Initiative
April 7, 2023
The Center for Heirs’ Property Preservation® announced it has been awarded a $300,000 grant over two years from the Wells Fargo Foundation to support its educational outreach and legal assistance…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, business-services, economic-development, non-profit, on-the-move
Arthur State Bank celebrates 90 years of service to the Upstate community
April 7, 2023
April marks a significant milestone for Arthur State Bank as the community bank celebrates its 90th anniversary. Founded in 1933 in Union, South Carolina, Arthur State Bank has been a…
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First Community Bank celebrates official opening of Rock Hill office
April 6, 2023
First Community Bank, headquartered in Lexington, South Carolina, marked the official opening of its full-service banking office in Rock Hill at 1746 Ebenezer Road with a ceremonial ribbon cutting and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis names Melissa Simmons as Deputy State Treasurer
April 5, 2023
South Carolina Treasurer Curtis Loftis has named Melissa D. Simmons, CPA, CFP, as the agency’s new Deputy State Treasurer after the recent retirement of Tonia Morris. Simmons will oversee the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SCRA announces new member companies and grant funding
April 4, 2023
Builder Rocket, CloseWise, and ElectroWire were accepted as South Carolina Research Authority Member Companies. Carolina Seed Systems, Pensievision, and Tandem Concepts received new grant funding. All SCRA Member Companies receive…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
SCDOR Tax Tips: tax credits for SC business owners that could lower their tax liability
April 4, 2023
If you’re a South Carolina small business owner and want to save money on your tax bill in 2023, the South Carolina Department of Revenue (SCDOR) wants you to know…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Southern First appoints Andy Borrmann as Chief Financial Officer
April 4, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Andy Borrmann as Chief Financial Officer and Executive Vice President. Borrmann joins Southern First…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank opens new branch in downtown Charleston
April 4, 2023
United Community Bank is strengthening its presence in Charleston by adding its first downtown branch inside the Charleston Tech Center located at 997 Morrison Drive. The branch is now open…
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New Market Executive for Bank of America Private Bank
April 2, 2023
Gregg N. Frierson has been named South Carolina Market Executive for Bank of America Private Bank. In this role, he leads the overall efforts of the Charleston, Columbia and Greenville…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
World Finance named one of Newsweek’s Most Trustworthy Companies in America 2023
March 30, 2023
Award recognizes U.S companies that exemplify three public pillars of trust For the second year in a row, World Finance has been named to Newsweek’s Most Trustworthy Companies in America…
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VentureSouth invests in 100th company
March 29, 2023
VentureSouth announced a major milestone, as the firm and its investors have now invested in 100 early-stage companies. Earlier this month, VentureSouth invested in Darby, a healthcare technology startup, marking…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Redden named to First Reliance Bank Board
March 29, 2023
Rick Redden has been named to the First Reliance Bank Board of Directors. Rick has extensive experience working with banks, public and private companies, non-profits, and higher educational institutions to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Citizens Bank enters into whole bank purchase of Silicon Valley Bridge Bank, N.A.
March 28, 2023
First-Citizens Bank & Trust Company, a subsidiary of Raleigh-headquartered First Citizens BancShares, Inc., announced that it has entered into an agreement with the Federal Deposit Insurance Corporation (FDIC) to purchase…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
United Community Bank announces new logo
March 28, 2023
United Community Bank is proud to reveal its updated corporate logo, emphasizing the bank’s purpose to build communities and help customers achieve their financial goals. The new United Community logo…
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Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
March 23, 2023On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor…
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Donna Nixon joins HUB International as Employee Benefits Strategist
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Donna Nixon joined as an Employee Benefits Strategist. Donna Nixon serves as Senior Vice President, Strategist/Business Development for Employee Benefits…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Cole Gore joins HUB International as Commercial Lines Advisor
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Cole Gore recently joined as a Commercial Lines Advisor in the Columbia office. Cole’s underwriting and marketing expertise will…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Angie Ferriell joins HUB International as Commercial Account Executive
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Angie Ferriell has joined HUB as a Strategic Account Executive working primarily on the HUB Carolinas Healthcare Practice Team.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Lima One Capital adds Robert Greenberg to launch Lender Finance initiative
March 20, 2023
Lima One Capital continues to prove why it is the nation’s premier lender for real estate investors as it hires industry veteran Robert Greenberg to develop and launch a new…
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Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
March 20, 2023
South Carolina-based RIA firm Wallick Investments, LLC announced that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations…
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Southern First announces new Dream Mortgage Center in Columbia
March 16, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, announced our new Dream Mortgage Center. Southern First’s mission is to impact lives in the communities we serve, and we…
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David Parler joins First Reliance Bank as Residential Lending Specialist
March 15, 2023
David Parler has joined First Reliance Bank as Residential Lending Specialist and will be in the Columbia, SC, Main Street Branch. He will assist customers with their mortgage financing needs…
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HI Mark Capital announces equity investment from Bank of America
March 15, 2023
HI Mark Capital, the first majority Black-owned venture capital firm founded in South Carolina, has received an equity investment from Bank of America as part of the company’s commitment to…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, economic-development, entrepreneurship, on-the-move
South Carolina Federal hires new CFS* investment advisor
March 14, 2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal hires new CFS* investment advisor
March 14, 2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
TD Bank names Jay Johnson Retail Market Manager of Midlands market
March 9, 2023
TD Bank has promoted Jay Johnson to Retail Market Manager of the Midlands, South Carolina market. In this role, Johnson helps build the customer-focused legendary culture unique to TD Bank…
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Countybank promotes Wells Dunlap to Senior Operations Officer
March 7, 2023
Countybank announced that Rufus Thornwell “Wells” Dunlap, V, has been appointed Senior Vice President by the Countybank Board of Directors. Additionally, he has been promoted to Senior Operations Officer of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank selects nominees for 2023 Leadership Academy
February 28, 2023United Community Bank has selected nineteen emerging leaders for the bank’s 2023 Leadership Academy, an internal professional development program including team members from across the five-state United Community Bank footprint.…
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Ron Acker joins Countybank as Professional and Executive Banking Relationship Manager
February 28, 2023
Countybank welcomed Ron Acker as Vice President, Professional & Executive Banking Relationship Manager in Greenville. Acker comes to Countybank with more than 30 years of experience in the financial services…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Drew Stevens named ‘Moore School Distinguished Young Alumni’
February 27, 2023
Drew Stevens was just selected as the 2023 ‘Moore School Distinguished Young Alumni Award’ recipient. He’s a Certified Financial Planner with Northwestern Mutual and a partner in the G3 Wealth…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
