Countybank Foundation presents $2,500 to Daily Bread Ministries

 

Kevin Duncan, Greer City Executive for Countybank, and Candice Good, Greer Market Administrator, recently presented a check for $2,500 to Daily Bread Ministries during the Merle State Hunger walk event.…

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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, on-the-move

State Treasurer Curtis Loftis announces Moody’s has affirmed the State’s Aaa credit rating

 

State Treasurer Curtis Loftis announced that Moody’s Investment Services has affirmed South Carolina’s Aaa credit rating. Further the outlook for the state’s rating was deemed stable, given the expectation that…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, government, on-the-move

South Carolina Federal hires new CFS* investment advisor

 

South Carolina Federal Credit Union has added a new advisor to Investment Solutions, through CUSO Financial Services, L.P. (CFS)*. Michael Dart joins Investment Solutions through CFS* with five years of…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

SC Community Loan Fund earns $500,000 grant from Wells Fargo to spark small business growth

 

Wells Fargo announced a new boost to diverse small businesses in South Carolina with a $500,000 grant to South Carolina Community Loan Fund (SCCLF), focusing on helping small-business owners with…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

WomenInc. Magazine recognizes UCBI Board Members on 2019 Most Influential Corporate Directors list

 

United Community Banks, Inc. announced two members of its Board of Directors – Jennifer Mann and Cathy Cox – were named to WomenInc. Magazine’s 2019 list of Most Influential Corporate…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

COO Kevin Blair appointed Synovus president

 

Synovus Financial Corp. announced Kevin Blair as president, effectively immediately. He will continue in his role as chief operating officer (COO), reporting directly to Synovus Chairman and CEO Kessel Stelling.…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, headlines, on-the-move

TD Bank ranks no. 1 in SBA lending in its Maine-to-Florida footprint

 

TD Bank  helped more than 2,900 businesses grow in 2019 through its U.S. Small Business Administration (SBA) lending program. TD Bank ranked No.1 for the third consecutive year in total…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

‘Solutiant, a Division of TELECO’ is now TELECO

 

TELECO dissolves the sub-brand to better serve their customers Founded in 1981, TELECO, a Greenville, SC based company with a branch office in Deerfield Beach, FL has been a recognized…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Diversified Trust names Michael Gragnani as managing principal

 

Comprehensive Wealth Management Firm Expands Leadership Team ATLANTA, GA – Diversified Trust, an independent comprehensive wealth management firm with offices throughout the Southeast and over $7 billion of client assets…

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Posted in: upstatebizsc   Category: banking-and-finance, business-services, on-the-move

South Carolina Federal wins a Glassdoor Best Places to Work Award

 

South Carolina Federal Credit Union has been honored with a Glassdoor Employees’ Choice Award, which recognizes the Best Places to Work in 2020 in the U.S. small and medium sized…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

South Carolina Federal to merge with Health Facilities Federal Credit Union

 

South Carolina Federal Credit Union announced an upcoming merger with Health Facilities Federal Credit Union, after an affirmative membership vote held November 21, 2019. South Carolina Federal, at nearly $2…

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Posted in: lowcountrybizsc, midlandsbiz   Category: banking-and-finance, headlines, on-the-move

Countybank and Greenwood Capital donate $47,002 to United Way Greenville

 

Countybank and Greenwood Capital donated 47,002 as part of their annual campaign to United Way of Greenville County. Associates from both organizations made personal pledge donations totaling $37,002 as part…

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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, on-the-move

Mark Freeman joins Synovus as senior middle market banker

 

Mark Freeman has joined Synovus as senior vice president, senior middle market banker. Freeman has more than three decades of banking experience and will focus on meeting the financial needs…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

AllSouth made a difference in the community in 2019

 

AllSouth is dedicated to giving back and making a difference in the communities it proudly serves. In 2019, AllSouth implemented a new volunteer program which offered opportunities for their team…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Four Northwestern Mutual wealth advisors receive CERTIFIED FINANCIAL PLANNER™ certification

 

Northwestern Mutual wealth advisors Luke Brooks, Joe Funderburk, Thiago Pinheiro and Machaka Young have earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification – one of the most respected certifications in financial…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Way of the Midlands hosts panel discussion on managing end-of-year finances for December 4 Leadership Learning Lab event

 

United Way of the Midlands’ Leadership Learning Lab series (3LS) will host a panel discussion on Wednesday, December 4 from 11:30 a.m. to 1:00 p.m. called Finances Life Hack: QuickBooks…

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Posted in: midlandsbiz   Category: banking-and-finance, business-services, conversations, economic-development, on-the-move

Kelly Carter named Chief Financial Officer of SAFE Federal Credit Union

 

SAFE Federal Credit Union has selected Kelly Carter, CPA as its new Chief Financial Officer.  Carter succeeds Debbie Jordan who will retire in early 2020 with more than 41 years…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Highest Morningstar RatingTM for Wallick Investments’ Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019

 

1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Ramon Nieves-Lugo elected Associate Board Member for CPM Federal Credit Union

 

Ramon Nieves-Lugo, Principal of UniComm Media Group (UMG), was elected in October to serve as an Associate Board Member for CPM Federal Credit Union, which has two branches in Greenville…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

WellSpent conference will focus on linking business and healthcare leaders this February

 

WellSpent, the first conference in a much larger statewide initiative to bring together business and healthcare leaders, will be held this February as a major step toward solving many of…

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Posted in: upstatebizsc   Category: banking-and-finance, business-services, health-care, on-the-move

United Community Bank to participate in Angel Tree Gift Giving This Holiday Season

 

United Community Bank announced its Upstate branches will be providing Christmas gifts to local children through its annual Angel Tree program. Participating branches will place Christmas trees in their lobbies…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Bank of South Carolina opens North Charleston office

 

The Bank of South Carolina Corporation, holding company of the Bank of South Carolina, opened a new banking office at 9403 Highway 78 in North Charleston, South Carolina. The office…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

United Community Bank launches new website

 

As part of its ongoing effort to provide a high level of service to all customers, United Community Bank is proud to announce the launch of its new website. Still…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Kalisse L. Evert joins Greenwood Capital team

 

Greenwood Capital announced the addition of Kalisse L. Evert to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

TreesUpstate selected to partner with TD Tree Days

 

TD Bank selected TreesUpstate to participate in TD Tree Days, a community-based program that expands urban forests and green spaces in low- to moderate-income neighborhoods. Staff and volunteers of TreesUpstate…

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Posted in: upstatebizsc   Category: banking-and-finance, environmental, non-profit, on-the-move

TD Bank names Mike Farmer regional vice president

 
Mike Farmer

 Accomplished Banking Executive Joins Midlands Team  TD Bank has named Mike Farmer as regional vice president for the Midlands market. He will be responsible for managing a team of commercial…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

GrandSouth Bank announces new board member and two new commercial bankers in Greenville

 

GrandSouth Bank has added a new board member, J. Randolph Potter, as well as two new Senior Vice Presidents of Commercial Banking, Chris Robinson and Jill Waters. J. Randolph Potter is a former bank CEO. His…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Community Banks, Inc. reports Third Quarter Results

 

EPS of $0.60 and ROA of 1.51%; Operating ROA reaches 1.58% United Community Banks, Inc. (NASDAQ: UCBI) (“United”) today reported strong third quarter financial results, including solid year-over-year loan and…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

2019 official SC Top 25 Fastest Growing Companies

 

South Carolina’s Fastest Growing Companies competition is the annual ranking of the Palmetto State’s 25 most dynamic and successful companies. This event is presented by The Capital Corporation and co-sponsored…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

United Community Banks, Inc. reports Third Quarter Results

 

United Community Banks, Inc. reported strong third quarter financial results, including solid year-over-year loan and deposit growth, record operating efficiency and strong asset quality. Diluted earnings per share were $0.60,…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Southern First reports results for third quarter 2019

 

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, 2019. 2019 Third Quarter Highlights •…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

United Community Bank welcomes Liza Brethouwer as Director of Retail Product Management

 

United Community Bank welcomed Liza Brethouwer as Vice President/Director of Retail Product Management. Brethouwer has nearly two decades of experience and was previously employed by ING Group in the Netherlands.…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

South State Bank hires experienced lawyer and financial advisor for Greenville Private Wealth Team

 

South State Bank announced Joe Beach, wealth advisor, has joined the company’s Private Wealth team. Beach comes to South State with an extensive knowledge of estate planning, business planning and…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Bob Graham joins South State corporate insurance team

 

South State Bank announced Bob Graham has joined the company as corporate insurance program manager. “Already a trusted advisor to South State, Bob has long been acknowledged for his insight…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

South Atlantic Bank reports third quarter earnings

 

South Atlantic Bancshares, Inc., parent of South Atlantic Bank, reported net income of $4.8 million, or $0.63 per diluted share, for the nine months ended September 30, 2019, compared to…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

Rebuild Upstate received $7,500 from the Countybank Foundation

 

The Countybank Foundation recently made a major donation of volunteer time and funds to Rebuild Upstate. Countybank and Greenwood Capital employees did a blitz repair of three houses in Anderson,…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

Mercedes-Benz Financial Services USA names Tobias Waldeck vice president and head of Daimler Truck Financial

 

Mercedes-Benz Financial Services USA LLC, a leading automotive financial services provider, announced the appointment of Tobias Waldeck as vice president of the company’s business unit, Daimler Truck Financial. Daimler Truck…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

First Community Corporation announces third quarter results and cash dividend third quarter highlights

 

Highlights Net income of $2.898 million. Diluted EPS of $0.39 per common share. Net loan growth of $8.4 million during the quarter, an annualized growth rate of 4.6%. Pure deposit…

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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Edward Jones associates join the Alzheimer’s Association Walk to End Alzheimers

 

Edward Jones Raises Funds and Awareness for Alzheimer’s Disease as Title Sponsor The financial service firm is the national presenting sponsor of this year’s walk and has committed $12 million…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Countybank adds new associate to Greer market team

 

Jack Lucas joins Countybank as SVP, Senior Commercial Banker Countybank welcomed Jack Lucas as Senior Vice President, Senior Commercial Banker in Greer. Lucas comes to Countybank with more than 30…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

United Community Bank Senior Care Lending grows under new leadership

 

United Community Bank has promoted Dennis Rowlen to Team Leader of its Senior Care Lending Group. Rowlen has been with United since the launch of its Senior Care Lending division…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move

VentureSouth closes Angel Fund III at record pace

 

VentureSouth announced that it has closed its third sidecar investment fund, the VentureSouth Angel Fund III, at a record pace, reaching its maximum target size of $5 million. Raised during…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

South State Community Development Officer lends expertise to Economic Summit

 

Nathaniel A. Barber, community development and Community Reinvestment Act officer at South State Bank, is a featured panelist at the 2019 South Carolina NAACP Economic Summit. The event will be…

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Posted in: midlandsbiz   Category: banking-and-finance, economic-development, on-the-move

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts,…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts,…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

South Carolina Federal named one of the Best Credit Unions to Work For

 

 South Carolina Federal Credit Union has been named one of the 2019 Best Credit Unions to Work For in a survey by Credit Union Journal. South Carolina Federal ranked #2 on the list,…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

ABLE 529s: A Special Account for Special Needs

 

By Aaron E. Graham Abacus   You may be familiar with 529 accounts. 529 Plans are so named from the originating IRS Code section and serve as tax-advantaged college savings…

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Posted in: midlandsbiz   Category: advice, banking-and-finance

Southern First named a top performing bank by Sandler O’Neill

 

Southern First Bancshares, Inc., holding company for Southern First Bank, has been named by Sandler O’Neill + Partners, L.P. as one of the nation’s top performing small-cap banks and thrifts,…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

G. Neal Kyber named Greenville market president of First Reliance Bank

 

First Reliance Bank announces the addition of G. Neal Kyber as market executive for the Greenville, S.C. market. Kyber’s extensive banking experience spans more than 30 years. Kyber has held…

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Posted in: upstatebizsc   Category: banking-and-finance, on-the-move