Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Truliant Foundation names Upstate Mini Grants award recipients
August 13, 2025
Truliant Foundation Awards 30 Mini Grants to Community Nonprofits The Truliant Foundation is awarding a total of $45,000 in Community Mini Grant funds to 30 nonprofit organizations across Truliant Federal…
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Kara Nalbone joins Greenwood Capital team
August 12, 2025
Greenville Office Hires New Private Client Administrator Greenwood Capital announced the addition of Kara Nalbone to the client service team as a Private Client Administrator and Office Manager for the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Sixty-three bankers graduate after three-year intensive program at South Carolina Bankers School
August 11, 2025The South Carolina Bankers School (SCBS), hosted by the South Carolina Bankers Association, would like to recognize the graduates of the Class of 2025, who received their diplomas in a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
State Treasurer Curtis Loftis proclaims August as ‘Palmetto ABLE Savings Month’
August 8, 2025
State Treasurer Curtis Loftis proclaimed August as Palmetto ABLE Savings Month to remind South Carolinians about the value and impact of the state’s Palmetto ABLE Savings Program. As part of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, health-care, on-the-move
State Treasurer Curtis Loftis announces high credit ratings for South Carolina
August 6, 2025
State Treasurer Curtis Loftis announced that South Carolina has once again had its strong credit ratings reaffirmed by S&P Global, Moody’s, and Fitch Rating Services. “Safeguarding our state’s credit ratings…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
The Southern Bank announces Nathan Sullivan as Vice President and Credit Administration Manager
August 5, 2025
The Southern Bank, a South Carolina- and Georgia-based community bank, announced the appointment of Nathan Sullivan as Vice President and Credit Administration Manager. In this role, he will oversee the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
SCRA announces new Member Companies and grant funding
August 5, 2025
IOVue and Sharpvue were accepted as South Carolina Research Authority Member Companies. Advent Innovations, Qatalyst Health, Tikvah Health and Wellness, Treblehook, Realize Ascent Labs, and Ripple Two received new grant…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Greenwood Capital expands employee ownership
August 1, 2025
Bond, Cooper, and Pyles are New Principals of the Firm Greenwood Capital announced three additional employee owners to the firm. Claud W. (Will) Bond IV, John W. Cooper, and Dr.…
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Unpacked Leadership Conference announces powerhouse 2025 speaker lineup
July 28, 2025
Global Core Strategies & Consulting, today announced the speaker lineup for the 2025 Unpacked Leadership Conference, featuring Major General Patricia R. Wallace, Colonial Life CEO Tim Arnold, and other transformational…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, employment, entrepreneurship, government, local-industry, non-profit, on-the-move, politics
Southern First reports second quarter 2025 results
July 22, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the six months ended June 30, 2025. “Our second quarter results reflect…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
529 updates in ‘One Big, Beautiful Bill’ give South Carolina families even more flexibility for educational savings
July 21, 2025
By State Treasurer Curtis Loftis As administrator of South Carolina’s Future Scholar 529 Plan, I’m happy to share that recent passage of the One Big, Beautiful Bill Act spells good…
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Are You Financially Prepared for Hurricane Season?
July 17, 2025
By Ellie Perry Market Executive for Bank of America Upstate South Carolina During what is predicted to be a dynamic hurricane season, many residents in the Upstate may have an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
United Community completes transition of American National Bank
July 17, 2025
United Community has officially completed the transition of all accounts and services from American National Bank (ANB), following its merger with United on May 1, 2025. ANB’s single branch, located…
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Sturm elected South Carolina Bankers Association Chairman
July 9, 2025
H. Richard Sturm, regional president of the Carolina’s for Ameris Bank, Mt. Pleasant, SC, has been elected Chairman of the South Carolina Bankers Association (SCBA). He was elected by a…
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YMCA of Greenville renovates Simpsonville location with $10.7 million in JEDA bonds
July 9, 2025
The South Carolina Jobs-Economic Development Authority (JEDA) issued $10,690,000 in Economic Development Revenue Bonds for the YMCA of Greenville to finance the expansion of the Prisma Health Family YMCA campus in…
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Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
SCRA announces new Member Companies and grant funding
July 1, 2025
Carolina Biologics, Make Startups, Thrive Data, and WaterUS were accepted as South Carolina Research Authority Member Companies. Carolina Biologics, Clemson Composite Center, Coastal Carolina University, GreenCape Health, Health Evolve, and Tandem…
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Junior Achievement and BofA drive financial literacy for South Carolina high schoolers
June 25, 2025
Multi-stop JA Finance Park Mobile tour provided students an immersive financial experience Junior Achievement (JA) of Greater South Carolina and Bank of America partnered to deliver financial literacy education to…
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Charleston, SC Mayor William Cogswell honors Southern First Bank
June 24, 2025
Southern First Bancshares, Inc. holding company for Southern First Bank, announced that it has been recognized by the City of Charleston with a local proclamation for National Homeownership Month. The…
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United Community expands Wealth division in Greenville with three veteran hires
June 19, 2025
United Community is strengthening its recently launched Wealth division with the addition of three experienced bankers in the Greenville market: Brian Hungerford, Kurt Schumacher and Charles Williams. Hungerford joins the…
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State Treasurer Curtis Loftis names Mark S. Barnes Chief of Staff
June 18, 2025
South Carolina State Treasurer Curtis Loftis today announced the appointment of Mark S. Barnes, MBA, CGFO, as his new Chief of Staff. Barnes brings more than three decades of experience…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, government, on-the-move
South Carolina maintains coveted Aaa credit rating from Moody’s
June 16, 2025
South Carolina continues to demonstrate strong financial stewardship, as Moody’s Ratings has reaffirmed the state’s Aaa credit rating with a stable outlook. State Treasurer Curtis Loftis announced the positive news…
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Synovus strengthens South Carolina presence
June 10, 2025
Synovus is accelerating its growth by adding new relationship managers in commercial and middle market banking and wealth services, reinforcing its commitment to delivering personalized, relationship-driven banking. The bank expects…
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SCRA announces new Member Company and grant funding
June 10, 2025
Realize Ascent was accepted as a South Carolina Research Authority Member Company. CarbonCents, Oncoblaze, Torpedo Bio, and Volare Boats received new grant funding. All SCRA Member Companies receive coaching and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
BofA report finds homebuyer uncertainty at a three year high
June 5, 2025
New data from Bank of America’s Homebuyer Insights Report Homebuyer Insights Report reveals that uncertainty among homebuyers is at its highest point in the last three years: 60% of current…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Ameris Bank to open new branch in Greenville
June 4, 2025
Full-Service Location Offers Retail, Commercial and Mortgage Banking Services Ameris Bank is expanding its presence in Greenville, S.C. with a new branch at 300 East McBee Avenue, a premier location…
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Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
VITAL Federal Credit Union will merge with Founders Federal Credit Union
June 2, 2025
VITAL Federal Credit Union members voted “yes” to begin a merger with Founders Federal Credit Union on May 20, 2025. On Friday, September 12, VITAL Federal Credit Union office (1450…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
Southern First announces three new appointments to Board of Directors
June 2, 2025Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of three new board members. Jennie Cluverius, Darrin Goss, and Billy McClatchey joined the company and the…
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Southern First welcomes Brandon Rich as Executive Director of Market Support
May 15, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, welcomed Brandon Rich as Executive Director of Market Support and Senior Vice President. Rich has over 25 years of experience…
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Former Clemson place kickers launch PK Capital and PK Legacy Builders
April 24, 2025
Christian Groomes and Greg Huegel bring championship values, private lending experience, and commercial construction prowess Clemson University football teammates Christian Groomes and Greg Huegel announced the launch of their two…
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Southern First reports first quarter 2025 results
April 22, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three months ended March 31, 2025. “We are pleased to report our…
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Southern First Founder & CEO Art Seaver awarded Order of the Palmetto
April 15, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its Founder and CEO Art Seaver was awarded the Order of the Palmetto, the highest civilian honor…
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Southern First promotes Wes Wilbanks to Chief Credit Officer
April 10, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Wes Wilbanks to Chief Credit Officer and Executive Vice President. Wilbanks joined the Southern First team…
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Countybank’s Jordan Payne promoted to SBA Business Development Manager
April 10, 2025
Countybank announced the promotion of Jordan Payne, Vice President, to SBA Business Development Manager. Payne joined Countybank in 2021 as a lender in the bank’s Small Business Administration (SBA) Department,…
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The Southern Bank appoints veteran Banker M.J. “J.” Huggins III as CEO to lead next phase of growth
April 9, 2025
The Southern Bank has appointed M.J. “J.” Huggins III as its new Chief Executive Officer, bringing nearly 40 years of experience in community banking leadership to the growing financial institution.…
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Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
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Countybank promotes Amber Price to HR Director
April 1, 2025
Countybank announced the promotion of Amber M. Price to Human Resource Director. Price joined Countybank in 2019 as HR Manager and has over 10 years of experience in human resource…
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Kelly Crawford joins Palmetto State Bank as CFO
March 18, 2025
Kelly Crawford is the new chief financial officer for Palmetto State Bank, a Lowcountry community bank that is now reaching out into South Carolina’s largest markets. He will be helping…
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Boiling Springs Branch is Truliant’s latest in Upstate S.C. expansion
March 12, 2025
Truliant, a top 100 U.S. credit union, announced the opening of a new branch location in Boiling Springs, S.C., as part of its ongoing expansion in Upstate South Carolina. The…
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New market executives take Palmetto State Bank into Greenville and Charleston
March 11, 2025
Othniel Laffitte and Ted Malinowski are the new market executives for Palmetto State Bank, and they are the vanguard of an exciting new venture for the venerable Lowcountry community bank.…
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The Southern Bank invests in the future: supporting community growth through associate development
March 10, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the appointment of Jacob Mallon as the newest member of the team, serving as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
VentureSouth and Vicinity announce joint venture to create the premier platform for local alternative investing
February 26, 2025
VentureSouth and Vicinity announced a powerful new joint venture to create the premier platform for local alternative investing – Vicinity Ventures. Vicinity Ventures combines the strengths of VentureSouth and Vicinity…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, headlines, hi-tech-information-tech, local-industry, on-the-move, technology
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Southern First appoints Blair Miller as Chief Retail Experience Officer
February 24, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Blair Miller as Chief Retail Experience Officer and Executive Vice President. Miller is a…
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Jackson joins Truliant Financial Advisors as Senior Advisor for Upstate, SC
February 20, 2025
Truliant Federal Credit Union announced that Donna Panton Jackson, Senior Financial Advisor, is joining Truliant Financial Advisors offered through CUSO Financial Services, L.P. (“CUSO”). Truliant Financial Advisors partners with CUSO…
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Bank of America names Ellie Perry Market Executive for Upstate South Carolina
February 4, 2025
Bank of America announced that Ellie Perry has been named Market Executive for Upstate South Carolina. In this role, Perry is responsible for helping lead the bank’s local efforts across…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
SCRA announces new Member Companies and grant funding
February 4, 2025
Jaya Biosciences and OrthoTract Innovations were accepted as South Carolina Research Authority Member Companies. ElectroWire received new grant funding. All SCRA Member Companies receive coaching and access to SCRA’s Member Benefits and Startup Resources,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
