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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
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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
Countybank Associate receives Officer appointment
February 23, 2023
Countybank announced that Christopher Kidwell has been appointed Banking Officer by the Countybank Board of Directors. Kidwell, Consumer and Business Relationship Manager, was appointed Banking Officer. He joined Countybank in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Tax tips for South Carolina college students
February 22, 2023
What you need to know: You may need to file a tax return depending on your gross income and whether or not your parents can claim you as a dependent.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, government, on-the-move
Founders Federal Credit Union gives $20 million back to members.
February 15, 2023
Founders Federal Credit Union Returns $20 Million to members through Super Loyalty Bonus Dividend Founders Federal Credit Union announced via a Super Bowl LVII Commercial it is returning $20 million…
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Highest Morningstar Rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance continues
February 14, 2023
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of December 31, 2022 (see chart). Only…
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Love and money: Five tips for having healthy financial conversations with your partner
February 14, 2023
By Justin Hawkins Wells Fargo Branch Banking Region Director for South Carolina and Coastal Georgia Valentine’s Day is all about celebrating the love in your life, but ask anyone…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
Matt Hill joins Robinson Gray law firm as a member
February 13, 2023
Matthew B. Hill has joined Robinson Gray law firm as a member. Matt‘s practice primarily focuses on the areas of commercial real estate, banking, and finance. He regularly provides guidance…
Read MorePosted in: midlandsbiz Category: banking-and-finance, commercial-real-estate, law, on-the-move
The Southern Bank hires Branch Manager for expansion branch in Spartanburg
February 8, 2023
The Southern Bank has named Michael Reeder as Branch Manager of the Spartanburg location. Reeder has more than two decades of experience in the financial industry in upstate South Carolina.…
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Emily Tarney, CFP® named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 7, 2023
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Financial Advisor with The Rast McFadden Wealth Management Group in Columbia has been named to the Firm’s Pacesetter’s Club,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, insurance, local-industry, on-the-move
World Finance named a Top Workplaces USA winner for the third consecutive year
February 7, 2023
Award distinguishes the company as a leader in culture, employee satisfaction World Finance has ranked 44th nationally as a 2023 Top Workplaces USA winner in the large business category (over…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bank of the Lowcountry welcomes Graham Holcombe
February 6, 2023
Bank of the Lowcountry announced Graham Holcombe as the company’s new Senior Vice President and City Executive responsible for leading the Bank’s growth in Beaufort, SC. “Graham is a true…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Southern First welcomes Steve Hunter as Team Leader, Senior Vice President in Columbia
February 3, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, welcomed Steve Hunter as Team Leader and Senior Vice President in Columbia, South Carolina. Hunter joins Southern First…
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Applications and nominations now being accepted for the 2nd Annual Palmetto Venture Fellowship
February 2, 2023
Venture Carolina, a nonprofit organization committed to connecting investors and entrepreneurs, has partnered once again with VentureSouth, one of the country’s largest early-stage investment organizations, and the South Carolina Department of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Truliant plans rapid growth in S.C. Upstate with more than 10 locations
February 1, 2023WINSTON-SALEM, N.C. – Truliant Federal Credit Union announced plans for four new branch locations in Upstate South Carolina in the next three years, with a goal of more than ten…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
3 investments that will give your small business a boost
February 1, 2023
By Adriana Fominaya Sometimes you have to spend money to make money, and although that may feel like a risky proposition for a small business owner, there are areas where…
Read MorePosted in: upstatebizsc Category: banking-and-finance, economic-development, local-industry, on-the-move
Resource Financial expands North Carolina service with new mortgage bankers
February 1, 2023
Resource Financial Services announced the addition of nine new mortgage loan originators to its staff. These experienced mortgage bankers are each licensed in several Southeastern states and will be based…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate
The Rast McFadden Wealth Management Group named to Forbes Magazine’s Best-In-State Wealth Management Teams
January 30, 2023Morgan Stanley (NYSE: MS) announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for fourth quarter 2022
January 24, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2022. “Southern First continues…
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Fun and Easy Lessons in Saving
January 18, 2023
By: South Carolina State Treasurer Curtis Loftis, Administrator of Future Scholar College Savings Plan Helping the children of South Carolina grow up to be financially literate adults is a particular…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move
First Reliance Bank celebrates the grand opening of its regional headquarters
January 18, 2023
First Reliance Bank celebrated the grand opening of its regional headquarters with a ribbon-cutting ceremony held at its retail and corporate offices in downtown Columbia on Thursday, January 12, 2023.…
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VentureSouth reports major milestones for 2022
January 17, 2023
Greenville, S.C. – VentureSouth reported its results from a momentous year in 2022. As one of the nation’s leading early-stage investment organizations, the firm achieved several significant milestones last year despite…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Foundation donates to Urban League affiliates across the Southeast in honor of Martin Luther King, Jr. Day
January 16, 2023
In honor of Martin Luther King, Jr.’s legacy, the United Community Bank Foundation donated $25,000 to Urban League affiliates across its footprint. The Urban League’s dedication to economic empowerment aligns…
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How South Carolina businesses can prepare for an economic downturn
January 12, 2023
By Thomas Anderson Following a global pandemic, South Carolina finance executives have redefined adaptability with warp-speed reconfiguration of capital investment plans. With a potential economic slowdown on the horizon in…
Read MorePosted in: lowcountrybizsc Category: advice, banking-and-finance, economic-development, on-the-move, op-ed
Countybank successfully completes swipe to donate campaign
January 12, 2023
Countybank announced that it has successfully completed its third annual swipe to donate campaign that occurred throughout December 2022. “We could not be more thankful to our customers for consistently…
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JEHM Wealth & Retirement expands their current office space, acquires lot to build a future office on
January 12, 2023
JEHM Wealth & Retirement , a locally owned Registered Investment Advisory & Insurance Agency with a focus on retirement planning, announced that on December 1, 2022, they expanded their current…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $5,000 to Next Level Lifestyles
January 9, 2023David Tompkins, Greenwood Market Executive for Countybank, recently presented a check for $5,000 to Next Level Lifestyles to support their operation. The donation was given on behalf of the Countybank…
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SAFE Federal Credit Union members get over $2 million from giveback program
January 4, 2023
SAFE Federal Credit Union members received annual bonus dividends and interest rebates totaling over $2.16 million—one of the highest givebacks in the credit union’s history. Distributed on January 1, the…
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First Bancorp completes acquisition of GrandSouth Bancorporation
January 3, 2023
First Bancorp (NASDAQ: FBNC) announced the completion of its acquisition of GrandSouth Bancorporation (“GrandSouth”), the parent company of GrandSouth Bank, on January 1, 2023. The merger solidifies First Bank’s position…
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Countybank Associates receive officer appointments
December 20, 2022Countybank announced that Kevin Duncan, Tremayne Lee, and Dayle Mumford have been appointed Senior Vice President by the Countybank Board of Directors. Duncan, Greer City Executive, joined Countybank in 2017…
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TD SYNNEX Share the Magic distributes $1.6 million to Upstate children’s charities
December 15, 2022
A Child’s Haven, Clement’s Kindness, Make-A-Wish® South Carolina and Pendleton Place receive largest distribution in event history TD SYNNEX Share the Magic, a charitable fundraising initiative created by Peter Larocque,…
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SAFE Federal Credit Union promotes Wayne Keels to Vice President of Continuous Improvement and Project Management
December 14, 2022
SAFE Federal Credit Union announced the promotion of Wayne Keels to Vice President of Continuous Improvement and Project Management. “Wayne Keels has brought tremendous value to SAFE by streamlining our…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Idaho-based Tree City Advisors joins Apollon Wealth Management
December 14, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a leading wealth management solutions firm, announced the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Countybank and Greenwood Capital donate $5,000 to Burton Center
December 13, 2022Associates from Countybank and Greenwood Capital recently presented a check for $5,000 to the Burton Center on behalf of the Countybank Foundation. The donation was made in honor of Jeff…
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J.E. Wilson Advisors joins Apollon Wealth Management
December 12, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a premier provider of full-service wealth management solutions, announced the addition of J.E. Wilson Advisors, LLC, one of the first fee-only financial planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
