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
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
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…
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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…
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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
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…
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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…
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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…
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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…
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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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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
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…
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First Community Bank recognized for outstanding lending services to small businesses
April 21, 2021
First Community Bank was recently recognized by the U.S. Small Business Administration’s (SBA) South Carolina district office as the top 504 third party lender of the year for fiscal year…
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United Community Banks, Inc. reports first quarter results
April 21, 2021United 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…
Read MorePosted 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank welcomes Tom Coker as Commercial Relationship Manager
April 20, 2021
United Community Bank announced that Tom Coker has joined the team as Commercial Relationship Manager. In this role, Coker will be responsible for providing commercial customers with products and services…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank offers families tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
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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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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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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,…
Read MorePosted 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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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
United Community Bank continues support of Ronald McDonald House Charities of the Carolinas
March 29, 2021
United Community Bank in Greenville recently donated $1,000 to the Ronald McDonald House Charities of the Carolinas. A portion of this donation came from the sale of gloves and socks…
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Countybank and Greenwood Capital donate $10,615 to United Way Greenville
March 23, 2021
Ken Harper, Chief Operating Officer for Countybank, and Danielle Cox, Teller for Countybank, recently presented a check for $10,615 to Lee Anne Scales, Vice President of Corporate Giving for United…
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Carolina-based Sharonview Federal Credit Union chooses Elan as credit card partner
March 17, 2021
MINNEAPOLIS & INDIAN LAND, SC – Sharonview Federal Credit Union, one of the nation’s top 200 credit unions, and Elan Financial Services have signed an agreement that will provide…
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United Community Bank prepares to amplify brand with new Chief Marketing Officer
March 4, 2021
United Community Bank is expanding its executive leadership team by adding Francie Staub as Chief Marketing Officer. In this role, Staub will spearhead the bank’s digital marketing, advertising, branding and…
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State Treasurer Curtis Loftis recognizes Denise Harrel of DuBose Middle School as Educator of the Month
February 26, 2021
South Carolina Treasurer Curtis Loftis has recognized DuBose Middle School’s Denise Harrel as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for February. “We know that…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
United Community Bank recognized again as a top financial institution for Small Business Banking
February 25, 2021United Community Bank has been recently recognized with multiple Greenwich Excellence Awards for U.S. Small Business Banking for the year ended 2020. United received five awards in total, two of…
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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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First Citizens scholarship to benefit Lander’s College of Business
February 23, 2021
A gift of $25,000 from First Citizens Bank of Greenwood will establish the first endowed scholarship for the Master’s Degree Program in Lander University’s College of Business. The scholarship will…
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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…
Read MorePosted 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…
Read MorePosted 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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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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Southern First announces promotion of Kevin Lee to Market Executive
February 16, 2021Southern 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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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move, op-ed
State Treasurer Curtis Loftis reminds teachers about application deadline for SC Financial Literacy Master Teacher Program
February 16, 2021
March 31 is deadline for third cohort of master teachers State Treasurer Curtis Loftis is reminding teachers interested in participating in the South Carolina Financial Literacy Master Teacher Program that…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
