What to Consider in a Buy-Sell Agreement
June 30, 2020
By Jonathan J. Robertson, CFP® If your business has more than one owner, having a buy-sell agreement in place is vital. A buy-sell agreement is used to determine in advance…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, on-the-move
United Community Bank announces plans to begin reopening branch lobbies
June 30, 2020
United Community Bank has announced they are reopening lobbies for additional branch locations across their four-state footprint, effective this week. United closed its lobbies on March 24 in response to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank and MUSC Health Florence Division establish innovative partnerships to keep patients and health providers connected
June 25, 2020
First Reliance Bank announced a partnership with MUSC Health Florence Division, in conjunction with MUSC’s Florence Office of External Affairs, to donate 26 Apple iPad’s to its medical centers. This…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move
The South Carolina Bankers Association honors children of three CresCom Bank employees with Palmetto Scholarships
June 24, 2020
The South Carolina Bankers Association’s (SCBA) Young Bankers Division has honored children of three CresCom Bank employees with scholarships in 2020. Every year, the SCBA Young Bankers Division awards the…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
United Community Bank donates $10,000 to United Way
June 22, 2020
United Community Bank is proud to announce gifts totaling $10,000 to four United Way chapters throughout the bank’s southeastern footprint. The donations, which will help United Way further its mission…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Rhiannon Poore joins Southern First, leading marketing and communications efforts
June 22, 2020
Southern First Bank welcomes Rhiannon Poore as Director of Marketing and Corporate Communications. Previously at Elliott Davis and FGP International, Rhiannon will be focused on helping the bank grow in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Professional Planning & Wealth opens in Greenville
June 22, 2020
Certified wealth planners Chris Beard and Jesse Hansford are opening their own wealth management company. Professional Planning & Wealth brings together the duo’s more than 40 years of combined financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Earnnest now available throughout Michigan and Northern Indiana
June 17, 2020Earnnest, the largest digital earnest money service in the U.S., recently announced the availability of its platform in all 47 locations of Berkshire Hathaway HomeServices Michigan Real Estate, Northern Indiana…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
SAFE Federal Credit Union invests $3.7 million in new banking technology
June 17, 2020
A $3.7 million total contract investment in new banking technology is complete at SAFE Federal Credit Union, following the replacement of the organization’s core banking software. Provided by the Symitar…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Palmetto Goodwill receives $100K grant for COVID-19 relief efforts
June 16, 2020
Palmetto Goodwill announced it received a $100,000 grant from Truist Financial Corporation to continue offering workforce assistance services through its virtual and walk-in Career Opportunity Centers. The grant is part…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, on-the-move
Northwestern Mutual receives Top Workplaces award in South Carolina
June 9, 2020
Northwestern Mutual of South Carolina recently received recognition as one the Top Workplaces in South Carolina for the third consecutive year. The list is based on employee feedback gathered through…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
David Renaker joins First Reliance Bank as a Relationship Banker
June 9, 2020
David Renaker has joined First Reliance Bank as a Relationship Banker in Lexington. In his new role, Renaker will be responsible for building and maintaining relationships with business customers and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Eric Lysak joins First Reliance Bank as Relationship Banker
June 9, 2020
Eric Lysak has joined First Reliance Bank as a Relationship Banker in Greenville, SC. A native of Greer, SC, Lysak holds over 10 years of experience as a banking professional.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank collects over 3,400 pounds of food in “You Can Make A Difference” Food Bank Drive
June 8, 2020
During the month of May, First Reliance Bank held its “You Can Make A Difference” Food Bank Drive to assist those in need during the COVID-19 health crisis by restocking its local…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank selects Greenville area bankers for 2020 Leadership Academy
June 8, 2020United Community Bank has chosen fifteen of its emerging leaders for the bank’s 2020 Leadership Academy, an internal professional development program which includes team members from across the four-state United…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Greenville company partners with New York industry leader in commercial real estate finance
June 4, 2020
LyonJay announced its newest venture, Hudson Oak Development, headquartered in Greenville, SC with an office in New York, New York. Hudson Oak Development specializes in multifamily and for-rent single family…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
John Lindley joins First Reliance Bank as Vice President, Bank Operations Manager
June 4, 2020
John Lindley has joined First Reliance Bank as Vice President, Bank Operations Manager. Lindley is responsible for overseeing multiple aspects of the bank’s operations, and he will provide senior management…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Apollon Wealth Management partners with Chicago-based Podesta Capital Advisors
June 3, 2020CHARLESTON, SC – Apollon Wealth Management, LLC, a collaborative and transparent financial planning firm, announced it has taken a minority interest in Chicago-based Podesta Capital Advisors and formed a new…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Pete Peterson joins United Community Bank as Chief Retail Credit Officer
June 1, 2020
United Community Bank welcomed Pete Peterson as Chief Retail Credit Officer. In this new role, Peterson will be responsible for the overall administration and control of United’s community bank loan…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TCB Corporation and Countybank add new Board Member
May 29, 2020
TCB Corporation and Countybank welcomed Megha Lal to the Countybank Board of Directors. Her responsibilities in joining the Board of Directors include directing the organization’s overall affairs, establishing our strategic…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank named No. 1 Large Workplace on list of 2020 Top Workplaces in South Carolina
May 28, 2020United Community Bank is honored to have been named the number one large company on the 2020 list of Top Workplaces in South Carolina by Integrated Media Publishing and its…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Regional Management Corp. announces first quarter 2020 results
May 26, 2020
17.5% year-over-year revenue growth and 18.9% average net finance receivables growth GREENVILLE, SC – Regional Management Corp. (NYSE: RM), a diversified consumer finance company, announced results for the first quarter…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis recognizes Bradley Robinson of Greenville Technical Charter School as Educator of the Month
May 22, 2020
South Carolina Treasurer Curtis Loftis has recognized Greenville Technical Charter High School’s Bradley Robinson as the South Carolina Financial Literacy Master Teacher Program’s Educator of the Month for May. “Almost…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
State Treasurer Curtis Loftis announces annual PalmettoBaby Grant Program
May 18, 2020
Babies born on May 29 eligible to receive $529 for college savings State Treasurer Curtis Loftis has been a passionate advocate of the importance of saving for college, as administrator…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
Transferring the Ownership of Your Business as You Approach Retirement: an ESOP may be the answer
May 14, 2020
By Ann J. Beckwith, CFP® As the owner of a business, you have worked tirelessly to build a profitable company in which you take pride. Now, as you approach…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
4-star Morningstar Rating for Wallick Investments Fidelis
May 13, 2020
Wallick Investments, LLC’s Fidelis composite received a 4-star Morningstar RatingTM among 452 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of March 31, 2020. This is the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wells Fargo and Felix Sabates Lincoln sponsor vehicle donation to Military Warriors Support Foundation for combat-wounded veteran
May 8, 2020
Retired U.S. Air Force Reserve Senior Airman Aubrey Hand awarded with a payment-free vehicle at local dealership As part of the ongoing commitment to support the Wells Fargo Championship Military…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal announces 2020 scholarship winners
April 29, 2020
South Carolina Federal Credit Union announced the winners of its 2020 scholarship program. After receiving more than 1,000 applications from college-bound students in South Carolina, the credit union has selected…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
South State commits $600,000 to COVID-19 relief
April 29, 2020
Offers Support for Communities and Small Businesses through SBA Paycheck Protection Program COLUMBIA, SC – South State Bank announced that it will donate $600,000 to the South State Emergency Relief…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Southern First reports results for first quarter 2020
April 28, 2020
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three-month period ended March 31, 2020. “As we find ourselves in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Greenwood Capital Quintin Pile earns CFP®
April 28, 2020
Quintin A. Pile, a Private Client Advisor with Greenwood Capital, has earned the CERTIFIED FINANCIAL PLANNER TM designation and is authorized by the Certified Financial Planner Board (CFP® Board) to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Michael Baker named President and Chief Executive Officer for SAFE Federal Credit Union
April 27, 2020
Baker will succeed Darrell Merkel, who has served as President and Chief Executive Officer since March 2017. In December 2019, Merkel announced his plans to retire from SAFE during the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
Oconee Federal Financial Corp. announces quarterly financial results
April 26, 2020SENECA, SC -Oconee Federal Financial Corp. (Nasdaq: OFED), the holding company for Oconee Federal Savings and Loan Association, announced net income of $946 thousand, or $0.17 per diluted share, for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank resumes accepting applications for the Payroll Protection Program (PPP)
April 22, 2020
In anticipation of additional funding for the Payroll Protection Program (PPP) under the CARES Act, United Community Bank will resume accepting applications for small businesses interested in participating in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South Atlantic Bancshares, Inc. reports earnings of 17 cents per diluted common share for the quarter ended March 31, 2020
April 22, 2020MYRTLE BEACH, S.C. – South Atlantic Bancshares, Inc., parent of South Atlantic Bank, reported net income of $1.3 million, or $0.17 per diluted share, for the quarter ended March 31, 2020, compared to $1.3…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Regional Management Corp. appoints Sandra K. Johnson, Ph. D., to Board of Directors
April 22, 2020GREENVILLE, SC – Regional Management Corp. (NYSE: RM), a diversified consumer finance company, announced the appointment of Sandra K. Johnson, Ph. D., to its Board of Directors, effective immediately. Dr.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Maintaining Good Financial Habits in a Time of COVID-19
April 20, 2020
By South Carolina Treasurer Curtis Loftis It’s no secret that money has a significant influence on our lives. While this is frequently made obvious in our daily routines, nothing underscores…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, education, on-the-move
Edward Jones to open two new Charleston locations
April 20, 2020
NAI Charleston announced that Will Sherrod, CCIM represented Edward Jones in two new branch locations in the Charleston area. One location will be at 1405 Ben Sawyer Boulevard in Mt.…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, commercial-real-estate, on-the-move
United Community Bank reserves $960 million for small business customers
April 17, 2020
United Community Bank announced it has successfully processed 6,918 applications through the Paycheck Protection Program (PPP) under the CARES Act, reserving more than $960 million for small business applicants. As…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wells Fargo donates $100,000 to South Carolina’s COVID-19 Response
April 16, 2020
Wells Fargo Foundation made a $100,000 donation to the One SC Fund: COVID-19 Response to support the community response to COVID-19 in South Carolina. The funding will help support food,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
USDA opens second application window for Distance Learning and Telemedicine grant program funding
April 15, 2020
U.S. Department of Agriculture (USDA) Deputy Under Secretary for Rural Development Bette Brand today announced that USDA has opened a second application window for funding under the Distance Learning and Telemedicine (DLT)…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Treasurer Curtis Loftis reminds Future Scholar 529 participants of need to reinvest recent college refunds
April 13, 2020
New IRS Guidance Provides Extended Relief due to COVID-19 State Treasurer Curtis Loftis announced that participants in Future Scholar, South Carolina’s 529 College Savings Plan, now have until July 15,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
SBA offers disaster assistance to businesses and residents of South Carolina effected by severe storms and tornadoes
April 13, 2020
South Carolina businesses and residents affected by severe storms and tornadoes on Feb. 6 – 7, 2020 can apply for low-interest disaster loans from the U.S. Small Business Administration, Administrator…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, government, on-the-move
Helping your Child Purchase a Business
April 8, 2020
By Eddie W. Kramer, CFP®, EA Highly driven children often have a desire to own their own business, especially when they have grown up in a family of successful business…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank
April 8, 2020
Founded in 1933, Countybank is a community-oriented financial services provider with locations across Upstate South Carolina in the Greenwood, Greenville, Greer, and Anderson communities. The combination of trusted, professional financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance
Countybank supports small businesses and communities during COVID-19
April 8, 2020
During the COVID-19 pandemic, the focus has been on supporting small businesses that are suffering an unexpected negative financial impact. With a mission to serve its clients and communities, Countybank…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, economic-development, on-the-move, retail
United Community Bank prepared to assist small business customers obtain relief through Federal CARES Act
April 1, 2020
United Community Bank has announced its plans to support communities and help small businesses obtain funding relief through the Paycheck Protection Program under the federal CARES Act. As one of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Regional Management Corp. promotes Robert W. Beck to President and Chief Executive Officer
March 27, 2020
Appoints Michael S. Dymski as Interim Chief Financial Officer – GREENVILLE, SC – Regional Management Corp. (NYSE:RM), a diversified consumer finance company, announced that it has promoted Robert W. Beck,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Aging and Eldercare – What’s Your Plan?
March 27, 2020
By Molly Thomas FPQP® at Abacus Planning Group Benjamin Franklin wisely said, “When you fail to plan you are planning to fail”. Many of us and most of our parents…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, business-services, health-care, insurance, on-the-move
McDonnell and Associates PA proudly introduces “McDonnell Sonic Signings”
March 26, 2020
McDonnell and Associates has proudly introduced the implementation of “McDonnell’s Sonic Signings”, providing a “drive thru” closing experience and safe alternative to in-office closings for the borrower, the attorney, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, law, on-the-move, residential-real-estate
