Leaving a Legacy: How to give through your estate?
August 1, 2018By Corinne Hanna and Abby Mason Abacus Planning Group, Inc. Gifting through your estate can be simple or complex. Knowing the benefits, how assets are transferred at death, and…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, on-the-move
Leaving a Legacy: How to give through your estate?
August 1, 2018By Corinne Hanna and Abby Mason Abacus Planning Group, Inc. Gifting through your estate can be simple or complex. Knowing the benefits, how assets are transferred at death, and…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, on-the-move
The Capital Corporation advises ProSource, LLC on its partnership with CID Capital
July 30, 2018Transaction: The Capital Corporation is pleased to announce that ProSource, LLC (“ProSource”, headquartered in Greenville, South Carolina) has secured growth capital from CID Capital (“CID Capital”, headquartered in Indianapolis, Indiana).…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The Capital Corporation advises ProSource, LLC on its partnership with CID Capital
July 30, 2018
Transaction: The Capital Corporation is pleased to announce that ProSource, LLC (“ProSource”, headquartered in Greenville, South Carolina) has secured growth capital from CID Capital (“CID Capital”, headquartered in Indianapolis, Indiana).…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Citizens Bank, Palmetto Heritage Bancshares, Inc. announce merger agreement
July 26, 2018
First-Citizens Bank & Trust Company (known as First Citizens Bank) and Palmetto Heritage Bancshares, Inc. (“Palmetto Heritage Bancshares”) announced the signing of a definitive merger agreement. Palmetto Heritage Bancshares provides…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Sharonview Federal Credit Union expanding corporate headquarters within Lancaster County
July 25, 2018
Nationally-ranked credit union investing $42 million in relocation Sharonview Federal Credit Union, a provider of financial services, announced it is relocating and expanding its corporate headquarters in Lancaster County. The…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, headlines, on-the-move
Southern First Bank reports second quarter 2018 results
July 24, 2018Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today reported net income available to common shareholders of $5.5 million, or $0.71 per diluted share, for the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First Bank reports second quarter 2018 results
July 24, 2018
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today reported net income available to common shareholders of $5.5 million, or $0.71 per diluted share, for the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Carolina Financial Corporation reports results for second quarter of 2018
July 23, 2018
Carolina Financial Corporation announced financial results for the second quarter of 2018. Financial highlights at and for the three months ended June 30, 2018, include: Net income for the second…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Movement Mortgage welcomes Tony Taveekanjana as National Sales Director
July 23, 2018
FORT MILL, SC – Movement Mortgage, a top 10 national retail mortgage lender, is pleased to welcome Tony Taveekanjana back to Movement as its National Sales Director. Taveekanjana, known affectionately…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate
Greg Lapointe named president of South State Bank
July 20, 2018
South State Corporation announced the promotion of key leaders, as two of the company’s senior executives prepare for retirement. South State Bank President and CEO John F. Windley (65), a 43-year banking…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
United Community Bank launches not-for-profit financing
July 18, 2018United Community Bank announced Steve Fenlon as Vice President – Head of 501(c)3 Finance. Fenlon has an extensive background in handling tax-exempt private activity bonds and will spearhead a new…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank launches not-for-profit financing
July 18, 2018
United Community Bank announced Steve Fenlon as Vice President – Head of 501(c)3 Finance. Fenlon has an extensive background in handling tax-exempt private activity bonds and will spearhead a new…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Tax Advantage Group appoints senior leadership
July 17, 2018Tax Advantage Group (TAG) announces two new leadership appointments. Whitney Ferguson has been promoted to the position of New Markets Tax Credit (NMTC) Program Manager for The Innovate Fund, which TAG manages, and Michael…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank launches not-for-profit financing
July 17, 2018Steve Fenlon to Lead Tax-Exempt Nonprofit Financing Initiative United Community Bank welcomes Steve Fenlon as Vice President – Head of 501(c)3 Finance. Fenlon has an extensive background in handling tax-exempt…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
FinTrust hires Kathryn Payne, CERTIFIED FINANCIAL PLANNER™
July 13, 2018
FinTrust Capital Advisors is pleased to announce that Kathryn Payne has been selected for the position of Financial Planner. Payne will be responsible for collecting client data and developing the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
FinTrust hires Kathryn Payne, CERTIFIED FINANCIAL PLANNER™
July 13, 2018
FinTrust Capital Advisors is pleased to announce that Kathryn Payne has been selected for the position of Financial Planner. Payne will be responsible for collecting client data and developing the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Executives from United Community Bank, Synovus and First Horizon tackle financial industry risks
July 1, 2018
The Upper South Carolina Chapter of The Risk Management Association (RMA) held a forum with three prominent Southeastern banking executives on Wednesday, June 20 in Greenville, S.C. to discuss the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Bank of South Carolina Corporation declares dividend
June 28, 2018
The Board of Directors of Bank of South Carolina Corporation, the parent company for The Bank of South Carolina, declared a quarterly cash dividend of $0.15 per share to shareholders…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Santee Cooper extends economic development revolving loan program
June 28, 2018
The Santee Cooper Board of Directors approved the extension of the utility’s Economic Development Revolving Loan Program at its meeting on Monday, June 25. The extension of the loan program…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, energy, on-the-move
SBA increases disaster recovery lending for small businesses through Express Bridge Loan Pilot Program
June 27, 2018The U.S. Small Business Administration prides itself in the efforts it takes to help small business owners recover from disasters. The SBA 7(a) Loan Program is aiding in that effort…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, on-the-move
Easy Street Dinner – July 17
June 25, 2018
Easy Street Dinner event for members of SAFE Federal Credit Union’s Easy Street Club, will be Tuesday, July 17, at the Sumter Civic Center. The 70s Disco Era-themed dinner begins…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Greenville mom wins big in national savings competition sponsored by EARN.org & Commonwealth
June 25, 2018Single mother is awarded $5,000 Grand Prize by EARN.org and Commonwealth, nonprofits that empower financially vulnerable Americans to take charge of their financial lives Savers Win, a nationwide tax season savings…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
SAFE Federal Credit Union relives the Disco Era at Easy Street Dinner July 17
June 25, 2018SAFE Federal Credit Union will host its semi-annual Easy Street Dinner event Tuesday, July 17, in Sumter. The event, at the Sumter Civic Center, is for members of the Easy…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Drew Painter recognized as 2018 S.C. Outstanding Young Banker
June 25, 2018
Drew Painter with Mike Crapps First Community Bank is pleased to announce that Drew Painter, Columbia Regional Market President, has been named the 2018 S.C. Outstanding Young Banker by…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union relives the Disco Era at Easy Street Dinner July 17
June 25, 2018
SAFE Federal Credit Union will host its semi-annual Easy Street Dinner event Tuesday, July 17, in Sumter. The event, at the Sumter Civic Center, is for members of the Easy…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
South State adds top commercial middle market bankers to support growth across the Carolinas
June 22, 2018
South State Bank announced the hire of three senior commercial middle market bankers to support its growth in North Carolina and South Carolina. “As South State continues to expand across our four-state footprint,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Banks, Inc. appoints two new board members, Lance F. Drummond and Jennifer Mann
June 20, 2018
United Community Banks, Inc. (NASDAQ:UCBI) (“United”) announced today that its Board of Directors has appointed Lance F. Drummond and Jennifer Mann to serve as Board members, effective immediately. Mr. Drummond…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Trevor Walling joins United Community Bank as Assistant Vice President
June 18, 2018
United Community Bank welcomes Trevor Walling as Assistant Vice President, Portfolio Specialist. In this role, Walling will facilitate the commercial business financing needs of Spartanburg and Cherokee counties as well…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sharonview Federal Credit Union celebrates groundbreaking in Simpsonville
June 15, 2018
Sharonview Federal Credit Union announced their new location in Simpsonville, SC. A groundbreaking ceremony was held on the grounds of Grand Central @ Martin Farms at 10:30 AM on June…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, construction, on-the-move
Statewide company named top SBA 504 Lender by the Small Business Administration (SBA)
June 5, 2018
Provident Business Financial Services, Inc. (Provident), has been named #1 SBA 504 Lender in South Carolina by the U.S. Small Business Administration. Provident ranks top in both total number of…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Statewide company named top SBA 504 Lender by the Small Business Administration (SBA)
June 1, 2018Provident Business Financial Services, Inc. (Provident), has been named #1 SBA 504 Lender in South Carolina by the U.S. Small Business Administration. Provident ranks top in both total number of…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Statewide company named top SBA 504 Lender by the Small Business Administration (SBA)
June 1, 2018
Provident Business Financial Services, Inc. (Provident), has been named #1 SBA 504 Lender in South Carolina by the U.S. Small Business Administration. Provident ranks top in both total number of…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Frank B. Holding, retired Executive Vice Chairman of First Citizens BancShares, First Citizens Bank, dies
May 30, 2018
Frank Brown Holding, retired executive vice chairman of First Citizens BancShares, Inc. and its First Citizens Bank subsidiary, died May 26, 2018, in Smithfield at age 89. For nearly six…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Wallick Investments’ Core Growth Composite receives Morningstar’s highest rating for risk-adjusted performance
May 28, 2018Wallick Investments, LLC’s chief equity strategy, Wallick Investments Core Growth Composite, received a 5-star Overall Morningstar RatingTM among 157 mid-cap blend products as of March 31, 2018 – Morningstars’ highest…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wallick Investments’ Core Growth Composite receives Morningstar’s highest rating for risk-adjusted performance
May 28, 2018
Wallick Investments, LLC’s chief equity strategy, Wallick Investments Core Growth Composite, received a 5-star Overall Morningstar RatingTM among 157 mid-cap blend products as of March 31, 2018 – Morningstars’ highest…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Lauren Starks joins Nachman Norwood & Parrott as Senior Wealth Planner
May 22, 2018
Lauren Starks has joined Nachman Norwood & Parrott Wealth Management Consultancy as a Senior Wealth Planner. In her role, Starks oversees the financial planning department and works closely with advisors to help develop…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Michael Oana earns the Certified Retirement Counselor® Designation
May 18, 2018
Mr. Oana, a Retirement Planning Specialist in Columbia, SC with over 23 years experience has been awarded the Certified Retirement Counselor® Designation. The Certified Retirement Counselor® certification is a one-of-a-kind…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Qualified charitable distributions: savvy charitable gifts
May 15, 2018With the passage of the Tax Cuts and Jobs Act of 2017, the use of Qualified Charitable Distributions [QCD] from your Individual Retirement Account [IRA] remains a tax-savvy option for…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
Wells Fargo gifts corporate funds to support childhood literacy in the Midlands
May 15, 2018Wells Fargo presented United Way of the Midlands with a corporate gift of $75,000 to support local early childhood literacy efforts. “When companies like Wells Fargo invest in our children,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
Qualified charitable distributions: savvy charitable gifts
May 15, 2018
With the passage of the Tax Cuts and Jobs Act of 2017, the use of Qualified Charitable Distributions [QCD] from your Individual Retirement Account [IRA] remains a tax-savvy option for…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
Wells Fargo gifts corporate funds to support childhood literacy in the Midlands
May 15, 2018Wells Fargo presented United Way of the Midlands with a corporate gift of $75,000 to support local early childhood literacy efforts. “When companies like Wells Fargo invest in our children,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, philanthropy
SAFE Federal Credit Union names new managers at three branches
May 14, 2018SAFE Federal Credit Union, the largest credit union based in the Midlands, has named new managers at three branches in Sumter and Lugoff. All of the new branch managers were…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union names new managers at three branches
May 14, 2018SAFE Federal Credit Union, the largest credit union based in the Midlands, has named new managers at three branches in Sumter and Lugoff. All of the new branch managers were…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Melissa Morales joins Southern Community Services as Chief Financial Officer
May 3, 2018Southern Community Services (SCS), one of only six AAMC –accredited community association management firms in South Carolina, announces the appointment of Melissa Morales as the company’s chief financial officer. With…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, non-profit, on-the-move
Southern First Bank hires new executive for Columbia, SC team
May 2, 2018Southern First Bancshares, Inc., holding company for Southern First Bank, is pleased to announce that J. Brian Blackwelder has joined the bank as Senior Vice President and Team Leader in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First Bank hires new executive for Columbia, SC team
May 2, 2018
Southern First Bancshares, Inc., holding company for Southern First Bank, is pleased to announce that J. Brian Blackwelder has joined the bank as Senior Vice President and Team Leader in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union picks Elizabeth Duquette to lead Member Service Center
April 30, 2018Elizabeth Duquette, formerly a branch manager for SAFE Federal Credit Union, has been named to oversee the credit union’s Member Service Center. Duquette originally came to SAFE as branch manager…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union picks Elizabeth Duquette to lead Member Service Center
April 30, 2018
Elizabeth Duquette, formerly a branch manager for SAFE Federal Credit Union, has been named to oversee the credit union’s Member Service Center. Duquette originally came to SAFE as branch manager…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Banks, Inc. announces first quarter earnings
April 26, 2018
Earnings per diluted share up 42 percent to 47 cents from first quarter 2017 Excluding merger-related and other non-operating charges, diluted operating earnings per share up 28 percent, to 50 cents…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
