Glassdoor names Scott Woods of South Carolina Federal a 2021 Top CEO
June 17, 2021
South Carolina Federal Credit Union CEO Scott Woods has been named a Top CEO in 2021 by Glassdoor, one of the world’s largest job and recruiting sites. Of the 50…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
First Community honors Leadership Institute graduates
June 16, 2021First Community Bank recently recognized the 2021 graduates of its Leadership Institute with a ceremony at the Columbia International University School of Business. An 18-month, intensive training program that combines…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First appoints Dave Favela as Chief Innovation Officer
June 15, 2021
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Dave Favela as Chief Innovation Officer. Favela joins Southern First with 14 years of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Coldwell Banker Commercial Caine brokers represent local real estate transactions
June 14, 2021
Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales Greenville: Greenville: Pete Brett, CCIM of Coldwell Banker Commercial Caine represented BDK2, LLC…
Read MorePosted in: upstatebizsc Category: banking-and-finance, commercial-real-estate, on-the-move
Sarah Baldwin joins First Reliance Bank as Senior Vice President
June 10, 2021
Sarah Baldwin has joined First Reliance Bank as senior vice president and residential lending specialist. She will be based in Columbia and will help customers assess their lending needs and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Milestone Custom Homes Inspired Cottage returns to Verdae
June 9, 2021
Coldwell Banker Caine to host open house weekends beginning June 17 The iCottage returns to Hollingsworth Park at Verdae this June with an updated name and focus nine years after…
Read MorePosted in: upstatebizsc Category: banking-and-finance, commercial-real-estate, on-the-move
United Community Bank selects Mount Pleasant area banker for Leadership Academy
June 9, 2021
United Community Bank has chosen fourteen of its emerging leaders for the bank’s 2021 Leadership Academy, an internal professional development program which includes team members from around the five-state United…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
United Community Bank selects Upstate area bankers for 2021 Leadership Academy
June 9, 2021
United Community Bank has chosen fourteen of its emerging leaders for the bank’s 2021 Leadership Academy, an internal professional development program which includes team members from around the five-state United…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
David Trent joins Countybank as SBA Business Development Officer
June 8, 2021Countybank welcomed David Trent as Vice President, SBA Business Development Officer in Greenwood. Trent, a Greenwood native, comes to Countybank with extensive experience in commercial banking, business development, and finance.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Vaughan Dozier recognized as 2020 S.C. Outstanding Young Banker
June 8, 2021First Community Bank announced that Vaughan Dozier, Lexington Regional Market President, has been named the 2020 S.C. Outstanding Young Banker by the South Carolina Banker’s Association. Dozier received the award—the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Muncaster Financial Group unveils new website launch
June 7, 2021
Muncaster Financial Group undergoes a complete website renovation, inviting target audiences to explore the new features designed to better serve current and potential clients. The new website has been designed…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Duane Johnson joins Coldwell Banker Caine
June 2, 2021
Coldwell Banker Caine welcomed Duane Johnson to its Greenville office as a residential agent. Duane prides himself on providing world-class service and expertise to his clients. With a passion for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Claudia Bell Moore joins Coldwell Banker Caine in Greenville
June 2, 2021
Coldwell Banker Caine recently welcomed Claudia Moore as a residential agent to its Greenville office. A Greenville native, Claudia cherishes her lifelong relationships within the community. Claudia has always had…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Jan Hollar named to First Community Board of Directors
June 1, 2021
First Community Corporation, headquartered in Lexington, South Carolina, and the holding company of First Community Bank, announced that Jan Hollar, a retired banker with a 40-year career in community banking,…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
United Community Banks, Inc. and Aquesta Financial Holdings, Inc., the parent of Aquesta Bank, announce merger agreement
May 27, 2021
United Community Banks, Inc. (United) and Aquesta Financial Holdings, Inc. (Aquesta) announced a definitive agreement for United to acquire Aquesta, including its wholly-owned subsidiary, Aquesta Bank. Aquesta is headquartered in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
New Greenville Truliant office to support Upstate expansion
May 27, 2021
Truliant Federal Credit Union announced that it will open a hub office in downtown Greenville, S.C. to support an expansion in the Upstate market to better serve a growing member…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Carson Williams joins First Reliance Bank as senior vice president
May 26, 2021
Carson Williams has joined First Reliance Bank as senior vice president and residential lending specialist. He will work out of First Reliance’s Mortgage Operations center in Mount Pleasant, which helps…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
First Reliance Bank announces branch manager for Mount Pleasant location
May 26, 2021
First Reliance Bank has hired Christina Johnson as vice president and branch manager for its Mount Pleasant branch. In this new role, Johnson will oversee the day-to-day client services and…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Mark Mercuri joins First Reliance Bank as senior vice president
May 26, 2021
Mark Mercuri has joined First Reliance Bank as senior vice president and commercial lender. Based in Mount Pleasant, S.C., Mercuri will be responsible for building and maintaining relationships with business…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Southern First announces three new appointments to board of directors
May 21, 2021Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of three new directors. Terry Grayson-Caprio, Ray Lattimore, and William Maner, IV will join the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank welcomes Octavia Williams-Blake to Board of Directors
May 19, 2021
First Reliance Bank announced the appointment of Octavia Williams-Blake to its Board of Directors beginning in June. “Octavia’s experience and passion align with our number one focus – keeping the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Alexis Barrett joins Coldwell Banker Caine
May 18, 2021
Coldwell Banker Caine recently welcomed Alexis Barrett as a Staff Accountant to its Greenville office. In this role, Alexis will be working closely with Caine Controller, Sheila Hensley, and the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Coldwell Banker Commercial Caine brokers represent local real estate transactions
May 18, 2021
Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales Seneca: Harry Croxton of Coldwell Banker Commercial Caine represented Gilmer & Sons…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Senate confirms SAFE Federal Credit Union Executive Jenny Michaels for Board of Financial Institutions
May 18, 2021
The South Carolina Senate has confirmed SAFE Federal Credit Union Senior Vice President/Chief Administrative Officer Jenny Michaels to the South Carolina Board of Financial Institutions. The board oversees the promulgation of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Tommy Johnson retires from First Community Bank’s Board of Directors
May 18, 2021
First Community Corporation, headquartered in Lexington, South Carolina, and the holding company of First Community Bank, would like to congratulate J. Thomas “Tommy” Johnson on his retirement from its board…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First National Bank expands in Charleston with Branch at Freshfields Village
May 17, 2021
First National Bank, the largest subsidiary of F.N.B. Corporation, announced its continued expansion in Charleston, SC, with an innovative branch at Freshfields Village, an open-air shopping and dining experience at…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Learn to spot the signs of elder abuse in South Carolina during Older Americans Month
May 13, 2021
By Justin Hawkins, Wells Fargo Bank The 73-year-old woman put her trust in, and handed over her financial resources to, her two supposed caregivers. In return, they stole all of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
First Reliance Bank announces Branch Manager for new Main Street location
May 13, 2021
Expansion into downtown Columbia part of bank’s focus on transformational growth across the Carolinas First Reliance Bank has hired Lindley Hamilton to manage its new location on Main Street in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Banks, Inc. announces acquisition of FinTrust Capital Partners, LLC
May 13, 2021
United 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. Announces Acquisition of FinTrust Capital Partners, LLC
May 13, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) today announced that its Advisory Services division will be expanding through the acquisition of FinTrust Capital Partners, LLC (FinTrust), and its operating subsidiaries…
Read MorePosted in: midlandsbiz, laurenscountybuzz Category: banking-and-finance, on-the-move
4-star Morningstar Rating for Wallick Investments’ Fidelis in new Style category
May 12, 2021
Wallick Investments, LLC’s faith and factor-based separately managed account, Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Elizabeth Foster Clarke joins Caldwell Banker Caine in Greenville
May 11, 2021
Coldwell 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, 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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Regional Management Corp. adds new lender and increases warehouse facility capacity to $300 million
May 3, 2021
GREENVILLE, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Finance named one of South Carolina’s Top Workplaces in 2021
May 3, 2021
Company 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank ranks #1 in Customer Satisfaction with Consumer Banking in the Southeast, 7 out of the last 8 years
May 3, 2021
United 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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Wideman appointed as new Executive Director of Turning Pages, Inc.
May 3, 2021
Ram’on O. Wideman, President/CEO of Anointed Business Solutions, LLC, has been appointed as the new Executive Director of Turning Pages, Inc. Founded in 1968 as the Greater Columbia Literacy Council,…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, education, non-profit, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
S.C. Treasurer Curtis Loftis returns nearly $26K in unclaimed funds to Jim Hudson Automotive Group
April 28, 2021
State Treasurer Curtis Loftis recently presented Jim Hudson, founder and principal of the Jim Hudson Automotive Group, with nearly $26,000 in unclaimed funds due to his business and various dealerships…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, 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…
Read MorePosted 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Regional Finance raises more than $100,000 in support of the American Heart Association Upstate Heart Walk
April 27, 2021
Regional 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Columbia’s George Starnes III named one of Barron’s Top 1,200 Financial Advisors
April 21, 2021
G3 Wealth Advisors, a wealth management firm in Columbia, is pleased to announce private wealth advisor George R. Starnes III was recently named a 2021 Barron’s Top 1,200 Financial Advisor.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
