Resource Financial Services makes Inc. Magazine’s list of 500 Fastest-Growing Private Companies for second time
August 14, 2019
Resource Financial Services, a privately owned retail mortgage banking firm serving the Southeast, was recently ranked in the top 10 percent of Inc. magazine’s annual Inc. 5000, an exclusive ranking…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jacob D. Wallick of Wallick Investments, LLC passes Level II CFA® Exam
August 12, 2019
Nationally-ranked Wallick Investments, a South Carolina-based Registered Investment Advisory firm, announced that Mr. Jacob (Jake) Wallick, junior portfolio manager and managing partner associate, passed the Level II exam of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Fidelis composite receives Morningstar’s highest rating for 3-year risk-adjusted performance as of June 30, 2019
August 5, 2019
Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar RatingTM among 450 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and Overall risk-adjusted performance as…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
James R. “Jimmy” Fowler, Jr. awarded the 2019 IBSC Leadership Award
August 5, 2019
James R. “Jimmy” Fowler, Jr., Executive Vice President and Director of Commercial Banking and Strategic Initiatives, Countybank, Greenville SC, was granted the Leadership Award by the Independent Banks of South…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
VentureSouth recognized as a Top 10 Angel Group in North America
July 31, 2019
VentureSouth is delighted to announce that it has been recognized as one of the top 10 angel investment groups in North America. In the 2019 Angel Funders Report released this week by the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union transforms digital banking, core systems, and member service
July 30, 2019
SAFE Federal Credit Union announced today that it has selected two of the nation’s leading technology companies to replace its digital banking and core processing platforms while expanding Call Center…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Michael Dowling named Chief Operating Officer of Southern First
July 30, 2019
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Michael D. Dowling (47) to Chief Operating Officer. He will continue to serve as Chief Financial…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
VentureSouth Having a Record-Breaking 2019
July 25, 2019
VentureSouth, one of the top 10 angel investment groups in the United States with nearly 350 members, announces another record-breaking level of investing during the first half of 2019. To…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports strong second quarter results
July 25, 2019
United Community Banks, Inc. announced its second quarter financial results, including solid year-over-year loan and deposit growth, improved operating efficiency and strong asset quality. Diluted earnings per share were $0.55,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Changes to Business Entertainment Expense Deductions
July 24, 2019By Eileen M. Stevens, CFP® The introduction of the Tax Cuts and Jobs Act in December 2017 brought many areas of uncertainty, some of which are only being clarified…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
Southern First reports results for second quarter 2019
July 23, 2019
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three- and six-month periods ended June 30, 2019. 2019 Second Quarter Highlights…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Fintrust hires Tammy Erdley as Senior Accountant
July 17, 2019
FinTrust Capital Advisors is pleased to announce that Tammy Erdley has joined the firm as Senior Accountant. Tammy’s primary focus will be in gathering and reporting costs, productivity, margins, and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal named one of the Best Places to Work in South Carolina
July 15, 2019
South Carolina Federal Credit Union was named one of the Best Places to Workin South Carolina for the seventh time. This survey-and-awards program was designed to identify, recognize and honor…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank continues growth with Columbia expansion
July 8, 2019
United Community Bank has expanded its South Carolina presence with the recent addition of three well-known Columbia-based bankers to its growing team. Shannon Stephens, Austin McVay and Michael Glenn will…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Revenue offers free webinar about business taxes July 10
June 25, 2019
Business owners in Washington have many responsibilities, including knowing which taxes they must report. To help reach more businesses statewide, the Washington State Department of Revenue (Revenue) will host a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
Wells Fargo promotes Thomas Anderson to lead commercial banking in South Carolina
June 24, 2019
Wells Fargo Commercial Banking announced that Thomas Anderson has been tapped to lead commercial banking operations for South Carolina where it has offices in Charleston, Columbia, and Greenville serving business…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Access to Capital Symposium: practical financing options for small businesses
June 19, 2019Are you looking for capital to start or expand your business? Are you trying to determine which bank has the best package for you? Have you already been to the bank,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, on-the-move
Elliott Davis and Columbia Fireflies team up to host “Light Up Business Downtown”
June 17, 2019
Elliott Davis, a business solutions firm with nine offices across the Southeast, and the Columbia Fireflies partnered to host the inaugural “Light Up Business Downtown” celebration on Tuesday, June 4…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, on-the-move, sports
AllSouth Forest Acres location now open
June 6, 2019
AllSouth Federal Credit Union has opened their new full-service branch located in Forest Acres at 2121 N. Beltline Boulevard in Columbia. The new location, designed by Lambert Architecture + Construction…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
AllSouth annual Soldiers and Vets Charity Golf Tournament raises $7,500
June 6, 2019
AllSouth Federal Credit Union raised $7,500.00 for Friends of Fisher House, Columbia, South Carolina. The funds were raised during their 23rd annual Soldiers & Vets Charity Golf Tournament which took…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
State Treasurer Curtis Loftis welcomes new members to S.C. Board of Financial Institutions
June 6, 2019
State Treasurer Curtis Loftis welcomed two new appointees to the South Carolina Board of Financial Institutions as part of the board’s monthly meeting. Billy Byrd and Charles “Chuck” H. Stuart…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SAFE Federal Credit Union begins construction on new Red Bank branch
June 5, 2019
SAFE Federal Credit Union broke ground on their newest branch located in the Red Bank community of Lexington, South Carolina on May 29th. Located on Brevard Parkway, the 2,825 square…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
FinTrust Capital Advisors hosts third annual FinTrust Financial Forum
June 4, 2019
On Wednesday, May 22, 2019 FinTrust Capital Advisors hosted an informative, collaborative conference focused on innovation and intellectual property at Zen in downtown Greenville. The FinTrust Financial Forum featured eight…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
BB&T gift benefits Lexington District One International Baccalaureate students
June 4, 2019
Lexington County School District One held a ribbon cutting ceremony at Lexington High School on Thursday, May 30, 2019, to commemorate BB&T’s investment in the district’s International Baccalaureate Diploma Programme.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
Leaving the Nest: Financial Strategies for Life After College
June 4, 2019
By Ann J. Beckwith, CFP® With spring upon us, nearly 3 million college students are preparing to proudly accept their hard-earned college diplomas and storm the “real world.” With…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, on-the-move
Paul Simpson appointed Data Scientist at Elliott Davis
May 31, 2019
Elliott Davis announces that Paul Simpson has been hired for the newly formed position of data scientist. In his role, Simpson will lead data research and analysis for the entire…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, on-the-move
4-star Morningstar Ratings Overall continue for Wallick Investments’ Core Growth and Fidelis composites
May 28, 2019
Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 162 mid-cap blend products as of March 31, 2019 for 3-year, 5-year,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis kicks off National 529 Day observance with $529 College Savings grants
May 21, 2019
State Treasurer Curtis Loftis announced that South Carolina’s Future Scholar 529 College Savings Plan would once again celebrate National 529 College Savings Day (May 29) with its PalmettoBaby Grant Program.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Local Midlands Wells Fargo team members participate in Community Service Super Saturday
May 20, 2019More than 1,300 Wells Fargo team members celebrated National Volunteer Month in April by volunteering 5,000 hours with nearly 90 nonprofits across the Southeast. The mass volunteer effort is part…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Elliott Davis and Columbia Fireflies to host “Light Up Business Downtown”
May 15, 2019
Elliott Davis, a leading business solutions firm with nine offices across the Southeast, and the Columbia Fireflies announce the two organizations are partnering to host the inaugural “Light Up Business…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, on-the-move
United Community Banks, Inc. announces quarterly cash dividend increase
May 13, 2019
United Community Banks, Inc. (NASDAQ: UCBI) (“United”), reported that its Board of Directors approved an increase of its regular quarterly cash dividend to $0.17 per common share. The dividend is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community announces executive retirements and promotion
May 13, 2019
First Community Corporation (Nasdaq: FCCO), the holding company for First Community Bank, announced that two members of the company and the bank’s Executive Leadership Team, Chief Credit Officer, David Proctor, and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
H. Lynn Harton to succeed Jimmy Tallent as Chairman of United Community Banks, Inc.’s Board of Directors
May 13, 2019
United Community Banks, Inc. (NASDAQ: UCBI) (“United”) today announced that its Board of Directors has appointed H. Lynn Harton, Chief Executive Officer (pictured), to serve as United’s Chairman of the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank expands North Carolina presence with Charlotte team
May 8, 2019
United Community Bank has announced it will strengthen its North Carolina presence with the recent hire of two experienced Charlotte-based bankers that will lead operations in the growing metro region.…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
CyberSC to present Annual Awards for Cyber Excellence at 3rd Annual Cybersecurity Summit in Greenville on May 16th
May 6, 2019CyberSC announced the recipients of the 2019 CyberSC Awards for Cyber Excellence. Award recipients in three categories – Industry, Government, and Academia – will be recognized at the SC Chamber…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, economic-development, education, employment-agencies, government, hi-tech-information-tech, insurance, it-services, manufacturing, marketing-and-communications, non-profit, on-the-move, philanthropy, technology, telecommunications
Select Bancorp reports first quarter 2019 earnings
April 30, 2019Select Bancorp, Inc., the holding company for Select Bank & Trust Company, reported net income for the quarter ended March 31, 2019 of $3.3 million with basic and diluted earnings…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Choosing a Health Care or Durable Power of Attorney
April 29, 2019
by Laird W. Green While no one wants to think about incapacity, everyone should have a plan to handle his or her incapacity, whether physical or mental. Who would…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Ace Financial Literacy Month with Three Easy Steps
April 26, 2019
By Curtis Loftis Did you know that April is Financial Literacy Month? It’s a good time to remind individuals regardless of their age the importance of making good financial…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports EPS of $0.55 and ROA of 1.44% for Q1 2019
April 24, 2019
United Community Banks, Inc. (NASDAQ: UCBI) (“United”) announced its first quarter financial results, including solid year-over-year loan and deposit growth, improved operating efficiency and continued strong asset quality. Reported diluted…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First results for the first quarter of 2019
April 23, 2019
Southern First Bancshares, Inc., holding company for Southern First Bank, today reported net income available to common shareholders of $6.0 million, or $0.78 per diluted share, for the first quarter…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Poor Planning Could Lead To 5 Big Retirement Problems
April 18, 2019By Chris Hobart Ideally, retirement is a time someone anticipates eagerly – a reward for a lifetime of hard work and solid financial planning. But nearly half of workers…
Read MorePosted in: midlandsbiz Category: banking-and-finance, life
State Treasurer’s Office facilitates $30 million master lease for MUSC
April 18, 2019
Funding will support facility upgrades to improve energy efficiency throughout campus The State Treasurer’s Office recently worked with the Medical University of South Carolina to secure affordable financing through the…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, government, on-the-move
First Community Corporation announces first quarter results and cash dividend
April 17, 2019
First Community Corporation (Nasdaq: FCCO), the holding company for First Community Bank, reported net income for the first quarter of 2019 of $2.50 million as compared to $2.71 million in the first quarter…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First hires Chief Banking Officer
April 2, 2019
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Cal Hurst as Executive Vice President, Chief Banking Officer. Hurst has worked in the banking industry…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Bank of America Private Bank expands South Carolina Team
March 25, 2019
Bank of America Private Bank today announced two strategic new hires, emphasizing the firm’s ongoing commitment to the Columbia, South Carolina community. Columbia is home to 826,600 residents and boasts…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
The Town of Chapin receives highest form of recognition in governmental accounting and financial reporting
March 11, 2019
The Certificate of Achievement for Excellence in Financial Reporting has been awarded to the Town of Chapin by the Government Finance Officers Association of the United States and Canada (GFOA)…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, on-the-move
Wells Fargo donated $5.3 million to support South Carolina nonprofits in 2018
March 8, 2019
Wells Fargo donated more than $5.3 million through 389 grants to South Carolina nonprofits, schools and community organizations in 2018. Wells Fargo’s philanthropic contributions build on a history of addressing…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall
March 7, 2019Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall
March 7, 2019Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Preparing financially for the death of a family member
March 4, 2019By Bethany M. Griffith, CFP®, EA Nothing is certain but death and taxes, and not many topics make for worse conversation starters at the Thanksgiving table. Yet, finding the…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
