Kevin Gause named leader for Wells Fargo’s business banking team in Pee Dee
October 25, 2018
Continuing to serve the financial needs of its Business Banking Group (BBG) customers, Wells Fargo & Company announced that Kevin Gause has been named Pee Dee Market President. Gause will…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Are you actually saving money by renting?
October 25, 2018By William R. Jeter As a 27-year-old financial advisor, between my friends and clients, I am frequently questioned about whether or not to the rent or buy. Owning a…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Estate planning for digital assets
October 25, 2018By Laird W. Green, CFP® You may have decided who inherits Grandma’s favorite vase at your death, but have you determined who gets your pictures on Shutterfly? Today, almost…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Are you actually saving money by renting?
October 25, 2018
By William R. Jeter As a 27-year-old financial advisor, between my friends and clients, I am frequently questioned about whether or not to the rent or buy. Owning a…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Estate planning for digital assets
October 25, 2018
By Laird W. Green, CFP® You may have decided who inherits Grandma’s favorite vase at your death, but have you determined who gets your pictures on Shutterfly? Today, almost…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group announces Kevin Draudt has completed CFP® Certification
October 24, 2018Abacus Planning Group, Inc. announces that Kevin R. Draudt has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, on-the-move
United Community Mortgage Services strengthens team with Jason Hultgren
October 24, 2018United Community Bank has announced the addition of industry veteran Jason Hultgren to its growing mortgage team. In his role as Senior Vice President/Director of Mortgage Sales, Hultgren will utilize…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First reports results for third quarter of 2018
October 24, 2018Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, reported net income available to common shareholders of $5.8 million, or $0.75 per diluted share, for the third…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First reports results for third quarter of 2018
October 24, 2018
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, reported net income available to common shareholders of $5.8 million, or $0.75 per diluted share, for the third…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jon Presley strengthens United Community Bank team in Summerville
October 23, 2018United Community Bank welcomed Jon Presley as Vice President, Commercial Relationship Manager to its Summerville location. In this role, Presley will focus on cultivating full-service banking relationships with new and…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group announced Kevin Draudt has completed CFP® Certification
October 23, 2018Abacus Planning Group, Inc. announces that Kevin R. Draudt has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group announced Kevin Draudt has completed CFP® Certification
October 23, 2018
Abacus Planning Group, Inc. announces that Kevin R. Draudt has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
VentureSouth on pace for another record year
October 22, 2018
VentureSouth, one of the nation’s largest angel investment firms, is on a record-breaking pace for investments and returns in 2018. In September, the group announced its third exit of the year when OBMedical,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces Future Scholar Holler Sweepstakes winners
October 17, 2018Blythewood family wins Carolina Prize Pack, $529 College Savings Grant South Carolina Treasurer Curtis Loftis announced the winners of the second annual Future Scholar Holler Sweepstakes. Sarah Christopher of Awendaw,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, government, on-the-move
United Community Bank promotes Dixon Woodward to state leadership role
October 8, 2018United Community Bank announced Dixon Woodward has been promoted to State President for South Carolina and Coastal Georgia. Woodward has nearly two decades of banking experience, much of it in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank promotes Dixon Woodward to state leadership role
October 8, 2018
United Community Bank announced Dixon Woodward has been promoted to State President for South Carolina and Coastal Georgia. Woodward has nearly two decades of banking experience, much of it in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
TD contributes additional $150,000 to expand support of Hurricane Florence disaster recovery efforts
October 1, 2018
Financial Commitment to Carolinas Totals $250,000 The TD Charitable Foundation, the charitable giving arm of TD Bank, today announced that TD is donating an additional $150,000 to support relief efforts…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wells Fargo donates $50,000 to Midlands Youth Apprenticeship program
September 28, 2018
Innovative program brings together businesses, higher education and secondary education entities to create talent pipeline for in-demand jobs. The Columbia Chamber and Midlands Technical College (MTC) announce the launch of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, chamber, education, on-the-move
United Community Banks, Inc. President of Community Banking to retire
September 27, 2018United Community Banks, Inc. announced today that President of Community Banking Bill Gilbert will retire effective February 2019, after 18 years with United and 42 years in banking. Gilbert joined…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. President of Community Banking to retire
September 27, 2018
United Community Banks, Inc. announced today that President of Community Banking Bill Gilbert will retire effective February 2019, after 18 years with United and 42 years in banking. Gilbert joined…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Ameris Bank launches 9th annual Helping Fight Hunger food drive initiative
September 26, 2018
Ameris Bank announces its 9th annual Helping Fight Hunger food drive initiative taking place during October. All Ameris Bank locations are collecting nonperishable food items to donate to local food…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union donates $25,000 for hurricane relief
September 21, 2018SAFE Federal Credit Union, headquartered in the heart of South Carolina, has donated $25,000 for disaster relief related to Hurricane Florence. The credit union raised most of that amount through…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
SAFE Federal Credit Union donates $25,000 for hurricane relief
September 21, 2018
SAFE Federal Credit Union, headquartered in the heart of South Carolina, has donated $25,000 for disaster relief related to Hurricane Florence. The credit union raised most of that amount through…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
Strategic Moral Investing presentations – September 27
September 19, 2018
RIA Firm Wallick Investments, LLC will hold three information sessions on Strategic Moral Investing— factor-based investments filtered to honor Biblical values. Thursday, September 27 at 7am, noon and 6pm at…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
TD donates $100,000 to Hurricane Florence disaster relief efforts
September 18, 2018
Funding directed to American Red Cross in Cape Fear and Eastern South Carolina The TD Charitable Foundation, the charitable giving arm of TD Bank announced that TD is donating $100,000…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Shared Assets and Unspoken Expectations
September 17, 2018By Edward W. Kramer With young children at home, my family has a common saying: “Share with your brother/sister.” Interestingly, “sharing” can be as difficult for adult siblings as…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, on-the-move
Shared Assets and Unspoken Expectations
September 17, 2018
By Edward W. Kramer With young children at home, my family has a common saying: “Share with your brother/sister.” Interestingly, “sharing” can be as difficult for adult siblings as…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, on-the-move
SAFE Federal Credit Union branches closing at noon Thursday in preparation for Hurricane Florence
September 12, 2018SAFE Federal Credit Union is closing 16 of its branches at noon on Thursday due to Hurricane Florence. The branch in Florence will close at the end of business today.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union branches closing at noon Thursday in preparation for Hurricane Florence
September 12, 2018
SAFE Federal Credit Union is closing 16 of its branches at noon on Thursday due to Hurricane Florence. The branch in Florence will close at the end of business today.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Windley joins S.C. Board of Financial Institutions
September 6, 2018
Longtime South Carolina banker John Windley began a four-year term on the South Carolina Board of Financial Institutions Sept. 5. Windley, president of Columbia-headquartered South State Bank, has spent 43…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
United Community Bank named one of the Best Banks to Work For in United States
September 4, 2018United Community Bank has been named one of the Best Banks to Work For in 2018 by American Banker and Best Companies Group. This recognition is based on employee satisfaction…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank named one of the Best Banks to Work For in United States
September 4, 2018United Community Bank has been named one of the Best Banks to Work For in 2018 by American Banker and Best Companies Group. This recognition is based on employee satisfaction…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
City of Columbia launched “Columbia Kids $ave” Children’s Savings Account (CSA) PILOT Program
September 3, 2018
First City-based Youth Savings Program in South Carolina On Thursday, August 30, 2018, the City of Columbia in partnership with Richland School District One, South State Bank, Security Federal Bank…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
CresCom Bank welcomes Marvin Robinson as Columbia Market Leader & Senior Vice President
August 29, 2018
CresCom Bank, the second largest community bank in North and South Carolina, welcomes Marvin Robinson as Columbia Market Leader and Senior Vice President. Robinson joins CresCom Bank from Wells Fargo…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
JEDA provides Bonds for new Rock Hill sports & event center
August 28, 2018
The City of Rock Hill is using a $21,295,000 economic development revenue bond issued through the South Carolina Jobs-Economic Development Authority (JEDA) to finance the acquisition of a new…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, on-the-move
Countybank combines operations with B.A. Bennett Insurance
August 27, 2018B.A. Bennett Insurance Will Become Countybanc Insurance Services Countybank is pleased to welcome B.A. Bennett Insurance to the Countybanc Insurance family in a merging of their services. This transition will…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wallick Investments’ Core Growth Composite ranked #2 in nation among multi-cap blend managers for 10-year performance by Money Manager Review
August 17, 2018Money Manager Review, the San Francisco-based firm providing independent analysis of private money management firms, has ranked the Wallick Investments’ chief equity strategy, WI Core Growth Composite, for the following…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Core Growth Composite ranked #2 in nation among multi-cap blend managers for 10-year performance by Money Manager Review
August 17, 2018
Money Manager Review, the San Francisco-based firm providing independent analysis of private money management firms, has ranked the Wallick Investments’ chief equity strategy, WI Core Growth Composite, for the following…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
The Innovate Fund deploys $21.5 million in new markets tax credits in Spartanburg
August 11, 2018The Innovate Fund, a Community Development Entity (CDE) managed by taxadvantagegroup and Greenville Local Development Corporation, has allocated $21.5 million in New Markets Tax Credits (NMTC) to two projects in…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
CAB Financial Corporation reports its second quarter 2018 results
August 9, 2018CAB Financial Corporation, holding company for Carolina Alliance Bank, reported its second quarter 2018 consolidated financial results. Net income was $2.3 million, or $0.31 per diluted common share, for the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal Credit Union hosting free document shredding event
August 9, 2018
South Carolina Federal Credit Union is hosting a free document shredding event on Saturday, August 18, 2018 from 9 a.m. – 1p.m., at its Goose Creek financial center, located at 82…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments launches mobile-friendly site
August 9, 2018In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments launches mobile-friendly site
August 8, 2018In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Peter G. Shand named to BDC Board
August 8, 2018
Peter G. Shand has been named to the Board of Directors of Business Development Corporation (BDC), the non-bank lender he has served as President of for the past year. He…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Chris Abbott joins Capital Bank
August 7, 2018Capital Bank, which recently merged with First Tennessee Bank, is proud to announce that Chris Abbott has joined the company as senior vice president. Abbott will oversee strategies and execution…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
New director elected to AgFirst Farm Credit Bank board
August 6, 2018
AgFirst Farm Credit Bank has elected a new director to fill a vacant seat on the board of directors. Jenny R. Black, a citrus grower and owner of an Information…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Fidelis Composite receives Morningstar’s highest rating for risk-adjusted performance
August 6, 2018Wallick Investments, LLC’s Fidelis Composite received a 5-star Morningstar RatingTM among 403 large-cap value products as of June 30, 2018 for 3-year, 5-year and Overall risk-adjusted performance— Morningstars’ highest rating.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Fidelis Composite receives Morningstar’s highest rating for risk-adjusted performance
August 6, 2018
Wallick Investments, LLC’s Fidelis Composite received a 5-star Morningstar RatingTM among 403 large-cap value products as of June 30, 2018 for 3-year, 5-year and Overall risk-adjusted performance— Morningstars’ highest rating.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wicker, Ham join South Carolina Board of Financial Institutions
August 4, 2018
Two longtime bankers began terms on the South Carolina Board of Financial Institutions on Aug. 1. Wayne Wicker, chairman and chief executive officer of Myrtle Beach-based South Atlantic Bank, and Barry…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
United Community Banks, Inc. announces quarterly cash dividend
August 4, 2018
United Community Banks, Inc. (NASDAQ: UCBI) reported that its Board of Directors approved a regular quarterly cash dividend of $0.15 per common share. The dividend is payable October 5, 2018 to shareholders…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
