AllSouth hosted the Soldiers and Vets Charity Golf Tournament to benefit the Big Red Barn Retreat
November 9, 2021
AllSouth Federal Credit Union proudly hosted its annual Soldiers and Vets Charity Golf Tournament on Thursday, October 21, at Golden Hills Golf and Country Club in Lexington, South Carolina. Thanks…
Read MorePosted in: midlandsbiz Category: banking-and-finance, conversations, marketing-and-communications, military, non-profit, on-the-move, philanthropy, social-scene, sports
Countybank adds new associate to SBA Lending Team
November 9, 2021
Countybank welcomed Jordan Payne as Vice President, SBA Business Development Officer in Simpsonville. He will cover an expanded market, including Simpsonville, Mauldin, Woodruff, Spartanburg, Gaffney, and Rock Hill. Payne comes…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
November 8, 2021
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 145 Mid-Cap…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
First Reliance Bank and community partners made dreams come true for a Lexington School District Four student
November 1, 2021
First Reliance Bank is a community bank in all aspects of the term. The longtime Florence, S.C. headquartered bank serves communities all over South and North Carolina by providing expert…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, education, life, on-the-move, philanthropy, social-scene
Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, law, on-the-move
Southern First reports results for third quarter 2021
October 26, 2021
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three- and nine- month periods ended September 30, 2021. “The third quarter was…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
USC Columbia Technology Incubator receives $200,000 scholarship grant from Truist
October 25, 2021
The USC Columbia Technology Incubator announced Monday (Oct. 25) a $200,000 grant from Truist Financial Corporation through the Truist Charitable Fund, a donor-advised fund at The Winston-Salem Foundation, to provide…
Read MorePosted in: midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move, philanthropy
AgFirst names new chief administrative and marketing officers
October 20, 2021
AgFirst Farm Credit Bank today announced two executive promotions. Jamie Bumgarner was named chief administrative officer, and Juan Silvera was appointed to the newly created position of chief marketing officer.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, marketing-and-communications, on-the-move
Countybank and Greenwood Capital pledge $50,000 for United Way Greenville
October 19, 2021
Countybank and Greenwood Capital donated $50,000 as part of their annual Pacesetter Campaign to the United Way of Greenville County. Associates from both organizations made personal pledge donations totaling $39,157…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Countybank and Greenwood Capital pledge more than $36,000 for United Way
October 12, 2021Countybank and Greenwood Capital donated $36,117 as part of their annual Pacesetter Campaign to the United Way of the Lakelands. Associates from both organizations made personal pledge donations totaling $24,227…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
5 Steps for Holiday Budgeting Success
October 12, 2021
World Finance offers simple tips to take the stress out of holiday expenses It’s the most wonderful time of the year, and you know what that means? It may not…
Read MorePosted in: upstatebizsc Category: advice, banking-and-finance, on-the-move
S.C. Board of Financial Institutions passes resolution in opposition to proposed financial account activity reporting
October 7, 2021
State Treasurer and Board urges Congressional delegation to vote against Biden administration’s plan to monitor private citizens’ bank balances State Treasurer Curtis Loftis announced that the State Board of Financial…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Countybank’s Wells Dunlap transitions to Greenville market
October 5, 2021
Countybank announced that Rufus Thornwell “Wells” Dunlap, V, Vice President and Commercial Relationship Manager, will be transitioning from Greenwood to Countybank’s Greenville market. “Wells has been an asset to Countybank’s…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
VentureSouth establishing PeeDee angel investor group
October 5, 2021
VentureSouth, one of the country’s largest angel investment networks, is once again expanding its footprint. The PeeDee region of South Carolina will become the 16th community with a VentureSouth angel group,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move
Wells Fargo announces nearly $3 million in grants to CDFIs to help minority-owned businesses in South Carolina recover
October 1, 2021
Wells Fargo and South Carolina Lt. Gov. Pamela Evette announced nearly $3 million in grants to Community Development Financial Institutions (CDFIs), including CommunityWorks, the South Carolina Community Loan Fund and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, entrepreneurship, government, on-the-move, philanthropy
South Carolina Federal appoints new Board, Supervisory Committee members
September 30, 2021
South Carolina Federal Credit Union is pleased to add Joe Daning to its Board of Directors and Robert Bendetti to its Supervisory Committee. As a member of the Board of…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
First Reliance Bank is More Than Banking for Their Communities
September 28, 2021
First Reliance Bank continues to expand their services beyond banking through supporting and serving the communities they work in. Particularly, the bank has served the Pee Dee Area Boys and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, employment, on-the-move, philanthropy
First Reliance Bank celebrates 22nd anniversary
September 27, 2021
First Reliance Bank celebrated its 22nd anniversary this past August. The Carolinas-based bank serves the Florence, Midlands, Upstate, and Coastal South Carolina markets, as well as the Piedmont Triad and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Emily Rast Tarney receives CERTIFIED FINANCIAL PLANNER™ Practitioner certification
September 20, 2021
Morgan Stanley today announced that Emily Rast Tarney, a Financial Advisor for The Rast McFadden Wealth Management Group at Morgan Stanley in the firm’s Wealth Management office in Columbia, SC,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank named One of The Best Places to Work in South Carolina for 16th consecutive year
September 16, 2021
First Reliance Bank was recently recognized as one of the Best Places to Work in South Carolina. It is the 16th year in a row that the community bank has…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, employment, on-the-move
iLending opens auto refinance center in Richland County
September 16, 2021
Company plans to hire for 40 jobs at new location ILending, a national automotive refinancing company based in Englewood, Colorado, has opened its newest office in Richland County, with plans…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Countybank featured in new Greenwood museum exhibit
September 14, 2021The Museum in Greenwood recently opened a new permanent exhibit featuring Countybank. The exhibit displays many historical items from the bank’s almost 90-year history, including old photographs of the bank’s…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Fortuna Credit launches new multi-lender platform for non-prime consumers and lenders
September 14, 2021
SPARTANBURG, SC – Fortuna Credit today announces the launch of a new platform that will transform the online lending marketplace and empower non-prime consumers to take control of their financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank recognized for outstanding commercial lending
September 14, 2021
First Community Bank was recognized with three awards for commercial lending excellence during the annual meeting of the Business Development Corporation Of South Carolina (BDC) and its associate company Certified…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The official 2021 SC Fastest Growing Companies are announced
September 13, 2021
Now in its 20th year, this competition recognizes the achievements of top-performing private and publicly-owned companies that have contributed to South Carolina’s economy through exceptional increases in revenues and employment.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Southern First appoints Chris Shugart as Chief Mortgage Officer
September 9, 2021
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, is pleased to announce the appointment of Chris Shugart as Chief Mortgage Officer. Shugart is a Certified Mortgage…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Phase IIB Matching Fund launched for S.C. small businesses
September 9, 2021
The S.C. Department of Commerce Office of Innovation, in partnership with the South Carolina Jobs-Economic Development Authority (JEDA) and 3Phase, today announced the launch of the state’s first Phase IIB…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Regional Management’s Maria Contreras-Sweet named to the NACD Directorship 100
September 8, 2021NACD Directorship 100 Recognizes the Most Influential Corporate Directors and Governance Experts Regional Management Corp. (NYSE: RM), a diversified consumer finance company, today announced that its director Maria Contreras-Sweet has…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal’s Meg Grier named to 2021 Class of Forty Under 40
September 8, 2021
Meg Grier, CFS* Investment Operations Program Manager at South Carolina Federal Credit Union, was selected by the Charleston Regional Business Journal for the 2021 Class of Forty Under 40. The…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Meeting Street Scholarship Fund paves the way for new model of scholarships
September 7, 2021
The Meeting Street Scholarship Fund is working to end the wealth gap in college tuition. Ben Navarro, founder of Meeting Street Schools, pioneered the concept of a public-private partnership between…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
First Reliance Bank hires Human Resources Manager
September 2, 2021
First Reliance Bank has hired Seth DuRoss, a tenured human resources professional, to assist the rapidly expanding community bank. DuRoss will help with recruiting and retaining premier talent for the…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Gift is an investment in financial experiential learning
August 31, 2021
The School of Business Investment Program at the College of Charleston began in 2013 with a cohort of 20 students managing a public asset portfolio of $50,000. Today, around 140 students have…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
AllSouth Federal Credit Union held food drive for Harvest Hope
August 31, 2021
As our community continues to recover from the effects of the pandemic, many people continue to struggle with food insecurity in our communities. AllSouth Federal Credit Union decided to support…
Read MorePosted in: midlandsbiz Category: banking-and-finance, non-profit, on-the-move, philanthropy
Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
Countybank’s JD Nelson promoted to SVP Mortgage Division Manager
August 26, 2021
Countybank is pleased to announce the promotion of JD Nelson III to Senior Vice President, Mortgage Division Manager. Nelson joined Countybank in 2010, following the acquisition of Palmetto Mortgage. During…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
JEDA finances Affordable Housing acquisitions throughout South Carolina
August 25, 2021
The Foundation for Affordable Housing is using $180 million in bond financing through the South Carolina Jobs-Economic Development Authority (JEDA) to acquire the following seven (7) housing developments in…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
SCRA announces investment in cybersecurity startup, Hook Security
August 24, 2021
South Carolina Research Authority (SCRA) announces its affiliate, SC Launch, Inc.’s, investment of $250,000 in Hook Security. The Greenville-based startup is a cybersecurity training provider focused on reducing the risks…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
FPA of South Carolina collaborating with North Carolina chapters to host annual symposium
August 19, 2021
In an effort to bring high-quality educational content to more financial planners, the Financial Planning Association (FPA) of South Carolina announced today they plan to collaborate with the Financial Planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
PPP Direct Borrower Forgiveness Portal surpasses expectations, accepts more than 340K submissions
August 19, 2021
SBA portal significantly outpacing top PPP lenders not utilizing the Agency’s direct forgiveness tool in forgiveness submissions COLUMBIA, S.C.– Since the opening of the Paycheck Protection Program (PPP) Direct Borrower Forgiveness Portal on August 4, the U.S. Small Business Administration has received more than 340,000 submissions from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, on-the-move
PNC Bank appoints Gary Daniels Commercial Banking group market manager for Western Carolinas region
August 18, 2021
PNC Bank recently appointed Gary Daniels as senior vice president and Commercial Banking group market manager for the Western Carolinas region. In this role, he will manage a growing team…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. names Jennifer Bazante to Board of Directors
August 17, 2021
United Community Banks, Inc. announced that its Board of Directors has appointed Jennifer Bazante, Chief Marketing Officer of Humana, to its Board of Directors. Bazante joined Humana in 2014 and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis celebrates ABLE to Save Month as state surpasses 2,300 accounts
August 17, 2021
State Treasurer Curtis Loftis celebrated national ABLE to Save Month by announcing that South Carolina recently surpassed 2,300 account holders in its Palmetto ABLE Savings Program. The program enables South…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
AllSouth Federal Credit Union to open new branch in Orangeburg County in fall 2021
August 17, 2021
AllSouth Federal Credit Union will open a new full-service branch located at 1588 St. Matthews Road in Orangeburg County in fall 2021. The new location was designed by Design Initiative…
Read MorePosted in: midlandsbiz Category: architecture, banking-and-finance, business-services, economic-development, local-industry, marketing-and-communications, non-profit, on-the-move, retail
Faith- & factor-based Fidelis’ 4-star Morningstar Rating continues
August 15, 2021
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, received a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 139 Mid-Cap Blend products as…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Laurens resident Jamie Compton selected for Forty Under 40
August 11, 2021
GSA Business Report has selected Jamie Compton for the 2021 Class of Forty Under 40. The Forty Under 40 program honors the top 40 business professionals across the Upstate who…
Read MorePosted in: laurenscountybuzz Category: banking-and-finance, marketing-and-communications, on-the-move
Countybank’s Jamie Compton selected for 2021 Class of Forty Under 40
August 11, 2021
GSA Business Report has selected Jamie Compton for the 2021 Class of Forty Under 40. The Forty Under 40 program honors the top 40 business professionals across the Upstate who…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
SAFE Federal Credit Union and Sumter City Credit Union announce merge agreement
August 5, 2021
Sumter City Credit Union and SAFE Federal Credit Union are pleased to announce an agreement to merge. The combined credit unions will operate as SAFE Federal Credit Union. During the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
AllSouth hosts food drive to benefit Harvest Hope
August 4, 2021
As the world slowly starts to open up and the economy begins to recover, food insecurity continues to be a major issue facing our community. To help meet this growing…
Read MorePosted in: midlandsbiz Category: banking-and-finance, marketing-and-communications, non-profit, on-the-move, philanthropy
Countybank Foundation donates $10,000 to Greer Community Outreach Center
August 3, 2021
The Countybank Foundation recently donated $10,000 to the Greer Community Outreach Center, a non-profit organization that provides homeless shelters, a community center serving children and families, a food bank and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
