Alexis Barrett joins Coldwell Banker Caine
May 18, 2021
Coldwell Banker Caine recently welcomed Alexis Barrett as a Staff Accountant to its Greenville office. In this role, Alexis will be working closely with Caine Controller, Sheila Hensley, and the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Coldwell Banker Commercial Caine brokers represent local real estate transactions
May 18, 2021
Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales Seneca: Harry Croxton of Coldwell Banker Commercial Caine represented Gilmer & Sons…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Senate confirms SAFE Federal Credit Union Executive Jenny Michaels for Board of Financial Institutions
May 18, 2021
The South Carolina Senate has confirmed SAFE Federal Credit Union Senior Vice President/Chief Administrative Officer Jenny Michaels to the South Carolina Board of Financial Institutions. The board oversees the promulgation of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Tommy Johnson retires from First Community Bank’s Board of Directors
May 18, 2021
First Community Corporation, headquartered in Lexington, South Carolina, and the holding company of First Community Bank, would like to congratulate J. Thomas “Tommy” Johnson on his retirement from its board…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First National Bank expands in Charleston with Branch at Freshfields Village
May 17, 2021
First National Bank, the largest subsidiary of F.N.B. Corporation, announced its continued expansion in Charleston, SC, with an innovative branch at Freshfields Village, an open-air shopping and dining experience at…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Learn to spot the signs of elder abuse in South Carolina during Older Americans Month
May 13, 2021
By Justin Hawkins, Wells Fargo Bank The 73-year-old woman put her trust in, and handed over her financial resources to, her two supposed caregivers. In return, they stole all of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
First Reliance Bank announces Branch Manager for new Main Street location
May 13, 2021
Expansion into downtown Columbia part of bank’s focus on transformational growth across the Carolinas First Reliance Bank has hired Lindley Hamilton to manage its new location on Main Street in…
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United Community Banks, Inc. announces acquisition of FinTrust Capital Partners, LLC
May 13, 2021
United Community Banks, Inc. (United) today announced that its Advisory Services division will be expanding through the acquisition of FinTrust Capital Partners, LLC (FinTrust), and its operating subsidiaries FinTrust Capital…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. Announces Acquisition of FinTrust Capital Partners, LLC
May 13, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) today announced that its Advisory Services division will be expanding through the acquisition of FinTrust Capital Partners, LLC (FinTrust), and its operating subsidiaries…
Read MorePosted in: midlandsbiz, laurenscountybuzz Category: banking-and-finance, on-the-move
4-star Morningstar Rating for Wallick Investments’ Fidelis in new Style category
May 12, 2021
Wallick Investments, LLC’s faith and factor-based separately managed account, Fidelis, was recategorized by Morningstar from Large-Cap Value to Mid-Cap Blend. As of March 31, 2021, WI Fidelis received a 5-star…
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Beatrice Huguenin joins Coldwell Banker Caine in Spartanburg
May 11, 2021
Coldwell Banker Caine recently welcomed Beatrice Huguenin to its Spartanburg office. A Swiss native, fluent in both French and English, Beatrice moved to the Upstate from Ocala, Florida just over…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Elizabeth Foster Clarke joins Caldwell Banker Caine in Greenville
May 11, 2021
Coldwell Banker Caine recently welcomed Elizabeth Foster Clarke to its Greenville office. Elizabeth grew up in South Carolina but moved away for graduate school. She later returned to Greenville in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $1,500 to Faith Home
May 11, 2021The Countybank Foundation recently donated $1,500 to Faith Home, a Christian rehabilitation program for men and women seeking treatment for alcoholism and drug addiction. “We are so grateful for the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021
In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move
Regional Management Corp. announces first quarter 2021 results
May 5, 2021
– Record net income of $25.5 million and diluted earnings per share of $2.31 – – Core net finance receivables and total revenue each grew 1.7% year-over-year – – Historically…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank and Greenwood Capital donate $2,500 to Project HOPE Foundation
May 4, 2021David Tompkins, Greenwood Market Executive for Countybank; John Cooper, Private Client Advisor for Greenwood Capital; and Wells Dunlap, Commercial Relationship Manager for Countybank, recently presented a check for $2,500 to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Southern Management Corporation relaunches as Heights Finance
May 3, 2021
Greenville, S.C. based company now serves customers in more than 400 branches across 11 states Based on its strong recent growth, Southern Management Corporation (SMC), one of the country’s largest providers…
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Regional Management Corp. adds new lender and increases warehouse facility capacity to $300 million
May 3, 2021
GREENVILLE, SC – Regional Management Corp. announced that it has expanded its warehouse facility capacity by $100 million to $300 million by closing on an additional new warehouse facility with…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
World Finance named one of South Carolina’s Top Workplaces in 2021
May 3, 2021
Company recognized as one of the top five large workplaces in the state for the second year in a row World Finance, a people-focused finance company that provides personal installment…
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United Community Bank ranks #1 in Customer Satisfaction with Consumer Banking in the Southeast, 7 out of the last 8 years
May 3, 2021
United Community Bank announced it once again is ranked Highest in Customer Satisfaction with Consumer Banking in the Southeast according to the J.D. Power 2021 U.S. Retail Banking Satisfaction Study℠.…
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Wideman appointed as new Executive Director of Turning Pages, Inc.
May 3, 2021
Ram’on O. Wideman, President/CEO of Anointed Business Solutions, LLC, has been appointed as the new Executive Director of Turning Pages, Inc. Founded in 1968 as the Greater Columbia Literacy Council,…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, business-services, education, non-profit, on-the-move
Order of Contributions
April 30, 2021
By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
S.C. Treasurer Curtis Loftis returns nearly $26K in unclaimed funds to Jim Hudson Automotive Group
April 28, 2021
State Treasurer Curtis Loftis recently presented Jim Hudson, founder and principal of the Jim Hudson Automotive Group, with nearly $26,000 in unclaimed funds due to his business and various dealerships…
Read MorePosted in: midlandsbiz Category: banking-and-finance, government, on-the-move
Southern First reports results for first quarter 2021
April 27, 2021
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three-month period ended March 31, 2021. “We are off to a strong…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Lincoln Stewart joins Countybank as Commercial Relationship Manager
April 27, 2021
Countybank welcomed Lincoln Stewart as Commercial Relationship Manager in Greer. Stewart comes to Countybank with commercial banking and credit underwriting experience. In his role as Commercial Relationship Manager, Stewart will…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Regional Finance raises more than $100,000 in support of the American Heart Association Upstate Heart Walk
April 27, 2021
Regional Finance, a subsidiary of Regional Management Corp., raised $115,000 in support of the American Heart Association (AHA) Upstate Heart Walk through its community outreach program, Regional Reach. The company…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Columbia’s George Starnes III named one of Barron’s Top 1,200 Financial Advisors
April 21, 2021
G3 Wealth Advisors, a wealth management firm in Columbia, is pleased to announce private wealth advisor George R. Starnes III was recently named a 2021 Barron’s Top 1,200 Financial Advisor.…
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First Community Bank recognized for outstanding lending services to small businesses
April 21, 2021
First Community Bank was recently recognized by the U.S. Small Business Administration’s (SBA) South Carolina district office as the top 504 third party lender of the year for fiscal year…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. reports first quarter results
April 21, 2021United Community Banks, Inc. (NASDAQ: UCBI) (United) announced that net income for the first quarter reached a record $73.7 million and pre-tax, pre-provision income was $81.6 million. The quarter benefited…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
First Reliance Bank announces new Charleston Local Advisory Board
April 20, 2021
First Reliance Bank, a community bank located in Florence, S.C., announced the formation of a new board of trusted advisors in Charleston. The Charleston Local Advisory Board is comprised of…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Countybank and Greenwood Capital donate $5000 to Burton Center
April 20, 2021
David Tompkins, Greenwood Market Executive for Countybank; John Cooper, Private Client Advisor for Greenwood Capital; and Wells Dunlap, Commercial Relationship Manager for Countybank, recently presented a check for $5,000 to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank welcomes Tom Coker as Commercial Relationship Manager
April 20, 2021
United Community Bank announced that Tom Coker has joined the team as Commercial Relationship Manager. In this role, Coker will be responsible for providing commercial customers with products and services…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank offers families tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Offers Families Tips for National Teach Children to Save Day
April 20, 2021United Community Bank is proud to celebrate National Teach Children to Save Day on April 22 to help youth in their communities learn to make smart money choices. Established by…
Read MorePosted in: laurenscountybuzz Category: advice, banking-and-finance, on-the-move
John Proctor joins Greenwood Capital, expanding client support
April 20, 2021
Greenwood Capital announced the addition of John Proctor in the newly created position of Client Portfolio Advisor. In this role, John deepens the critical connection between client facing advisors and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal announces 2021 Scholarship Winners
April 15, 2021
South Carolina Federal Credit Union is honored to announce the winners of its 2021 scholarship program. Out of nearly 1,000 candidates, nine students were acknowledged for their academic achievements, volunteer…
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YMCA of Greenville awarded $5,000 grant from United Bank for RECESS, its program for adults with diverse abilities
April 14, 2021
Greenville County adults with diverse abilities will benefit from grant support of RECESS programming YMCA of Greenville, a cause-driven, nonprofit organization focused on youth development, healthy living and social responsibility,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, business-services, churches, day-care, education, fitness-centers, non-profit, on-the-move, philanthropy
S.C. Treasurer’s Office aids College of Charleston with bond issue to retire outstanding maturities
April 9, 2021
State Treasurer Curtis Loftis announced that his office assisted the College of Charleston with the issuance of $24,075,000 in Academic and Administrative Facilities Revenue Refunding Bonds, Series 2021A, on March…
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NOT BUSINESS AS USUAL
March 31, 2021
Senator Thomas Alexander and the intersection of life and work By W. Thomas Smith Jr. AS A BOY GROWING UP in the thriving northwest corner of South Carolina, State Senator…
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How to Think About Insuring that Second Home
March 30, 2021
By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
First Reliance Bank hires human resources director
March 29, 2021
Veteran leader joins to manage bank’s employee relations and recruitment Leslie Chaplin has joined First Reliance Bank as executive vice president, director of human resources. Based in Columbia, S.C., Chaplin…
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United Community Bank continues support of Ronald McDonald House Charities of the Carolinas
March 29, 2021
United Community Bank in Greenville recently donated $1,000 to the Ronald McDonald House Charities of the Carolinas. A portion of this donation came from the sale of gloves and socks…
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Countybank and Greenwood Capital donate $10,615 to United Way Greenville
March 23, 2021
Ken Harper, Chief Operating Officer for Countybank, and Danielle Cox, Teller for Countybank, recently presented a check for $10,615 to Lee Anne Scales, Vice President of Corporate Giving for United…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Rick Redden, longtime Carolinas banking executive, to retire
March 18, 2021
Rick Redden, president of Wells Fargo’s Atlantic Region, will retire by the end of March. Redden is a well-respected, longtime banking leader throughout the Carolinas and Mid-Atlantic, with a career…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Carolina-based Sharonview Federal Credit Union chooses Elan as credit card partner
March 17, 2021
MINNEAPOLIS & INDIAN LAND, SC – Sharonview Federal Credit Union, one of the nation’s top 200 credit unions, and Elan Financial Services have signed an agreement that will provide…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Rast McFadden Wealth Management Group at Morgan Stanley announces new name and team members
March 9, 2021
The Rast Group at Morgan Stanley, announced today its new name change from The Rast Group to The Rast McFadden Wealth Management Group and added new team members. The changes…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank prepares to amplify brand with new Chief Marketing Officer
March 4, 2021
United Community Bank is expanding its executive leadership team by adding Francie Staub as Chief Marketing Officer. In this role, Staub will spearhead the bank’s digital marketing, advertising, branding and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank names Alex Huggins mortgage sales manager and vice president
March 2, 2021
First Community Bank is pleased to announce the promotion of Alex Huggins to the new role of mortgage sales manager and vice president. Alex will be responsible for originating loans,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
FREE online tax filing just opened – Trident United Way & SC Thrive urge using convenient option
February 26, 2021
Free service saves $200 on average in filing and tax prep fees Trident United Way and partner SC Thrive’s free tax filing portal has just opened and Tri-County residents could…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, on-the-move, philanthropy
State Treasurer Curtis Loftis recognizes Denise Harrel of DuBose Middle School as Educator of the Month
February 26, 2021
South Carolina Treasurer Curtis Loftis has recognized DuBose Middle School’s Denise Harrel as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for February. “We know that…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
