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

Southern First reports 2020 financial results

  January 26, 2021

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for three-month period and year ended December 31, 2020. “While 2020 was a…

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

United Community Bank strengthens commercial lending leadership

  January 25, 2021

United Community Bank announced a new leader for its growing Middle Market and Asset Based Lending divisions. Experienced banker John Thompson has been named Middle Market and Asset Based Lending…

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

VentureSouth portfolio company to go public

  January 13, 2021

VentureSouth announced that its portfolio company Proterra, a leading commercial electric vehicle technology company with manufacturing operations in South Carolina, will become publicly listed through a merger with special purpose…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, business-services, headlines, on-the-move, transportation

Andy Westbrook joins Countybank as Commercial Banking Manager

  January 12, 2021

Countybank welcomed Andy Westbrook as Executive Vice President, Commercial Banking Manager in Greenville. Westbrook comes to Countybank with more than 35 years of commercial banking experience. In his role as…

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

Jenna Bates joins Ameris Bank as commercial banker

  January 6, 2021

Ameris Bank Market President Greg Clark announces that Jenna Bates has joined Ameris Bank as a commercial banker. Bates will be responsible for expanding commercial banking relationships throughout the area,…

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

Countybank pledges $855 for United Way of Anderson County

  December 15, 2020

Countybank’s Anderson team recently donated $855 as part of their annual Pacesetter Campaign to the United Way of Anderson County. “Our team is grateful for Countybank’s support this year through…

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

Synovus presents YMCA of Greenville with $5,000

  December 10, 2020

Synovus Financial Corporation presented two checks totaling $5,000 to the YMCA of Greenville on Wednesday, December 9 – $2,500 for the Y’s COVID relief emergency food program, and $2,500 for…

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

Countybank and Greenwood Capital pledge almost $27,000 for United Way

  December 10, 2020

Countybank and Greenwood Capital donated $26,936 as part of their annual Pacesetter Campaign to the United Way of Greenwood and Abbeville Counties. Associates from both organizations made personal pledge donations…

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

United Community Bank welcomes Jay Rajaee as Chief Security Officer

  December 7, 2020

United Community Bank welcomed Jay Rajaee as Chief Security Officer, a crucial role within the organization focusing on all aspects of information security and risk management. Rajaee has more than…

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

Countybank launches debit card swipe campaign

  December 3, 2020

Countybank is excited to announce the launch of its first debit card swipe campaign that results in contributions to local organizations through the Countybank Foundation. “As the holidays quickly approach,…

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

Lima One’s Tennyson named to Mortgage Global 100 list

  December 2, 2020

Lima One Capital CEO Jeff Tennyson has been named as one of 31 US-based leaders included on the 2020 Mortgage Global 100 list, identifying him as one of the mortgage…

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

ScanSource announces new Chief Financial Officer

  November 18, 2020

New CFO brings strong SaaS solutions experience for next phase of strategy and growth ScanSource, Inc. (Nasdaq: SCSC), a leading provider of technology products and solutions, today announced that Steve…

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Posted in: upstatebizsc   Category: banking-and-finance, employment, hi-tech-information-tech, it-services, on-the-move, technology

Countybank opens new commercial loan office in Simpsonville

  November 17, 2020

Countybank announced its new commercial loan office located in Simpsonville, expanding its services into a new market of the Upstate. “As the cities of Simpsonville and Mauldin continue to grow,…

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

John Stadsvold joins Countybank as Senior Trust Officer

  November 10, 2020

Countybank welcomes John Stadsvold as Senior Vice President, Senior Trust Officer in Greenville. Stadsvold comes to Countybank with more than 40 years of trust and investments management experience. In his…

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

State Treasurer Curtis Loftis reminds families about perfect one-size-fits-all gift this holiday season

  November 9, 2020

Future Scholar contributions enhance college savings, provide tax benefits State Treasurer Curtis Loftis wants to remind South Carolina families about the perfect one-size-fits-all gift suggestion this holiday season – a…

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