Carter Hall named Associate Financial Advisor with Nachman Norwood & Parrott
February 26, 2016
GREENVILLE, SC – Nachman Norwood & Parrott announced that registered associate Carter R. Hall has been named Associate Financial Advisor. In his new role, Hall will have increased responsibility for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Bank names Michael Cooper Deployment Director, New Markets Tax Credit Program
February 24, 2016
TD Bank, America’s Most Convenient Bank®, has named Michael Cooper Deployment Director of the New Markets Tax Credit Program (NMTC) for TD Community Development Corporation. He will cover a national…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Wagner Wealth Management named Greenville Chamber Small Business of the Month
February 22, 2016GREENVILLE, S.C. – Wagner Wealth Management has been named the Greenville Chamber’s Small Business of the Month for February 2016. Wagner Wealth Management services include financial planning, asset management, insurance…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, chamber, on-the-move
Wagner Wealth Management opens doors at Verdae office
February 22, 2016
GREENVILLE, SC – Wagner Wealth Management has officially opened its doors at their new office location on Verdae Blvd. The firm celebrated the company’s milestone alongside friends and representatives from…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Synovus Wins 26 Greenwich Excellence Awards
February 22, 2016
Synovus has won 26 awards in the 2015 Greenwich Excellence Awards for Small Business Banking and Middle Market Banking. Among more than 600 U.S. banks evaluated by Greenwich Associates, 34…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Synovus Wins 26 Greenwich Excellence Awards
February 22, 2016
Synovus has won 26 awards in the 2015 Greenwich Excellence Awards for Small Business Banking and Middle Market Banking. Among more than 600 U.S. banks evaluated by Greenwich Associates, 34…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wagner Wealth Management named Greenville Chamber Small Business of the Month
February 22, 2016
GREENVILLE, S.C. – Wagner Wealth Management has been named the Greenville Chamber’s Small Business of the Month for February 2016. Wagner Wealth Management services include financial planning, asset management, insurance…
Read MorePosted in: upstatebizsc Category: banking-and-finance, chamber, on-the-move
Wagner Wealth Management opens doors at Verdae office
February 22, 2016
GREENVILLE, SC – Wagner Wealth Management has officially opened its doors at their new office location on Verdae Blvd. The firm celebrated the company’s milestone alongside friends and representatives from…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Independent Banks of South Carolina welcomes Teresa D. Taylor
February 20, 2016
The Independent Banks of South Carolina (IBSC) welcomes Teresa D. Taylor, Palmetto Financial Consulting Services, LLC, as the Executive Director of the Association. In her new role, Teresa will manage…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
The Independent Banks of South Carolina welcomes Teresa D. Taylor
February 20, 2016
The Independent Banks of South Carolina (IBSC) welcomes Teresa D. Taylor, Palmetto Financial Consulting Services, LLC, as the Executive Director of the Association. In her new role, Teresa will manage…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
GrandSouth Bancorporation announces annual and fourth quarter results, increased cash dividend and successful completion of $12 million capital raise
February 17, 2016
– Net Income of $6.0 million for 2015, a 38% increase over the results of 2014 – Earnings Per Common Share, Diluted equaled $1.67 for 2015 versus $1.23 for 2014…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Liberty Tax Service honors military and veterans with free tax preparation
February 15, 2016
Liberty Tax Service once again salutes veterans, active military and their immediate family members with free tax preparation during “Military and Veterans Appreciation Week.” At participating offices during the week…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Charitable Foundation supports Wofford’s ‘Growing Greener’ program
February 15, 2016
Donation assists with partnership of Goodall Environmental Studies Center, Boys and Girls Clubs of Upstate The TD Charitable Foundation, the charitable giving arm of TD Bank, has donated more…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Deborah McKetty named to Federal Reserve Bank Community Investment Council
February 8, 2016
Deborah McKetty, the executive director of CommunityWorks, was recently named to the Community Investment Council of the Federal Reserve Bank of Richmond. McKetty was selected based on her expertise and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sandlapper Capital Investments, LLC closes acquisition of three Florida properties, launches syndicated portfolio for accredited investors
February 8, 2016
Sandlapper Capital Investments, LLC (“Sandlapper”) announced today it has closed three mixed-use office and industrial properties in Longwood, Lakeland and Melbourne, Florida for an undisclosed price. The properties are made…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
GrandSouth completes $12 million capital raise
February 8, 2016
GrandSouth Bancorporation (OTCQB: GRRB) announces a successful $12 million capital raise through the issuance of common stock. “We are pleased to announce the completion of a capital raise that will…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Honors Greenville Bankers for 4th Quarter Performance
February 8, 2016
United Community Bank is honoring six individuals and nine United teams for their outstanding performance during the fourth quarter of 2015. This recognition is part of the bank’s quarterly Sales…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Honors Greenville Bankers for 4th Quarter Performance
February 8, 2016
United Community Bank is honoring six individuals and nine United teams for their outstanding performance during the fourth quarter of 2015. This recognition is part of the bank’s quarterly Sales…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD Bank names Kelly Carson Senior Relationship Manager
February 4, 2016
TD Bank, America’s Most Convenient Bank®, has named Kelly Carson as Senior Relationship Manager for the Upstate, S.C. market and surrounding counties. She is responsible for providing financial solutions and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Greer Bancshares Incorporated reports annual profit
February 3, 2016
GREER, SC – Greer Bancshares Incorporated, the parent company of Greer State Bank, reported annual net income attributable to common shareholders of $2,945,000 or $1.18 per diluted common share, as…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Greer State Bank mortgage closes $61 million
January 28, 2016
GREER, SC – Greer State Bank continues their mortgage growth under the direction of Tim Strom, Senior Vice President and Mortgage Director. Strom was hired in 2014 to assume responsibility…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
FinTrust welcomes Rick Coad
January 25, 2016
FinTrust Investment Advisors announces that Rick Coad has joined the firm. “We are excited to have someone with Rick’s public finance experience join FinTrust, as we build out our municipal…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South State Corporation reports 33.8% increase in net income
January 22, 2016
South State Corporation (NASDAQ: SSB) released its unaudited results of operations and other financial information for the three-month and twelve-month period ended December 31, 2015. Annual (2015) highlights include the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Wagner Wealth Management adds wealth advisor
January 20, 2016
Wagner Wealth Management has added Brian Todd as the firm’s Director of Client Services. Brian Todd brings 15 years of investment advisory experience to Wagner Wealth Management. Prior to his…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank Ice on Main concludes fifth anniversary season
January 20, 2016
United Community Bank Ice on Main celebrated the closing of its fifth anniversary season with several exciting announcements about charitable contributions, contest winners and sponsorship news on January 19. Winners…
Read MorePosted in: upstatebizsc Category: banking-and-finance, hospitality, on-the-move
TD Bank names Nate Barrett Senior Middle Market Relationship Manager
January 20, 2016
TD Bank, America’s Most Convenient Bank®, has named Nate Barrett as Senior Middle Market Relationship Manager for the Carolinas. He is responsible for providing customized business solutions to commercial and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Sutherland joins NBSC as branch manager
January 13, 2016
NBSC, a division of Synovus Bank, today announced that George S. Sutherland has been named branch manager for the Greenville Main office located at 201 East McBee Avenue. Sutherland will…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank executive re-elected to board of National Association of Government Guaranteed Lenders
January 13, 2016
GREENVILLE, SC – Richard Bradshaw, president of specialized lending at United Community Bank, has been re-elected to the Board of Directors for the National Association of Government Guaranteed Lenders (NAGGL).…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank executive re-elected to board of National Association of Government Guaranteed Lenders
January 13, 2016
GREENVILLE, SC – Richard Bradshaw, president of specialized lending at United Community Bank, has been re-elected to the Board of Directors for the National Association of Government Guaranteed Lenders (NAGGL).…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Eric Teal joins Queens Oak as CIO and managing partner
January 12, 2016
Brings Track Record as Value Investor to Boutique Asset Management Firm CHARLOTTE, NC – Queens Oak Advisors LLC, a boutique wealth management firm providing comprehensive wealth and investment management…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sandlapper Capital Investments names National Sales Manager
January 12, 2016
Sandlapper Capital Investments, LLC recently named financial services industry veteran Kenneth “Kenny” Bolton as National Sales Manager. Bolton has more than 30 years of experience in financial services and investment…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Carolina Financial Corporation announces agreement to acquire Congaree Bancshares, Inc.
January 6, 2016
Carolina Financial Corporation (NASDAQ: CARO), the parent company of CresCom Bank, and Congaree Bancshares, Inc. (OTC Pink: CNRB), the parent company of Congaree State Bank, announced the signing of a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SANDLAPPER Securities, LLC raises over $64 million in 2015
January 6, 2016
Full service independent broker dealer and distributor of alternative investments SANDLAPPER Securities, LLC (“Sandlapper”) ended 2015 on a record high. Sandlapper acted as dealer manager in 20 private placement securities…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
CresCom Bank names Joel Foster South End Market Executive and VP/Commercial Loan Officer
January 5, 2016
CresCom Bank has added Joel Foster, a well-known local commercial lending expert, to its team. Foster will assume the role of south end market executive, as well as vice president/commercial loan…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Ameris Bank announces appointment of Laurens C. Nicholson to South Carolina Community Board of Directors
December 17, 2015
Ameris Bank Regional President Richard Sturm is excited to announce the recent appointment of Laurens C. Nicholson to the Ameris Bank – South Carolina Community Board of Directors. In making…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
HRP Associates honored by BB&T Risk Management Group
December 16, 2015
HRP Associates Inc. (HRP), an environmental health and safety engineering and consulting firm in Greenville, was recently honored by the BB&T Risk Management Group at the bank’s 10th annual BB&T…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
James Al Cannon designated a “Premier Advisor” by Wells Fargo Advisors Financial Network
December 15, 2015
Leading independent financial advisory firm, Wells Fargo Advisors Financial Network, has designated James Al Cannon, managing director, as a member of the firm’s Premier Advisors Program, a distinction that reflects…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Michelle Brannon Blower named CresCom Bank branch manager for Greenville location
December 14, 2015
CresCom Bank, the community bank leader within the Carolinas, has appointed Michelle Brannon Blower branch manager for its Greenville-based branch. Blower brings with her more than 30 years of financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Myers joins FinTrust
December 10, 2015
FinTrust Investment Advisors is pleased to announce that Douglas E. Myers has joined the firm. Myers has a B.S. of Industrial Management from Georgia Institute of Technology and over 20…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank establishes Charleston office with experienced Coastal banker
December 8, 2015
Dixon Woodward Named Regional President, Coastal South Carolina United Community Bank has significantly expanded their South Carolina operations with the recent opening of an office in Charleston, S.C. Dixon…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
NBSC names Stewart to Greenville Advisory Board
December 7, 2015
GREENVILLE, SC, – NBSC, a division of Synovus Bank, today announced the appointment of Givens B. Stewart to its Greenville Advisory Board of Directors. “We are pleased that Givens has…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
NBSC names Patterson to Greenville Advisory Board
December 7, 2015
GREENVILLE, SC – NBSC, a division of Synovus Bank, announced the appointment of Jacqueline “Jackie” H. Patterson to its Greenville Advisory Board of Directors. “We are pleased that Jackie has…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
NBSC names Miller to Greenville Advisory Board
December 7, 2015GREENVILLE, SC – NBSC, a division of Synovus Bank, today announced the appointment of Valerie Miller to its Greenville Advisory Board of Directors. “We are pleased to welcome Valerie to…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sandlapper Capital Investments, LLC launches SL Opportunity Finance, LLC
December 7, 2015
GREENVILLE, SC – Sandlapper Capital Investments, LLC (“Sandlapper”) has launched its latest investment opportunity, SL Opportunity Finance, LLC (“SL Opportunity Finance”). Sandlapper developed the product after recognizing a need for…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
AgFirst Farm Credit Bank announces results of 2015 Director elections
December 3, 2015
AgFirst Farm Credit Bank has elected William Robinson of St. Matthews, S.C., as its newest Director. He will serve a four-year term, which will expire Dec. 31, 2019. Directors John…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
TD Bank contributes to the Achieving the Dream initiative at Greenville Technical College
December 2, 2015
The TD Charitable Foundation has contributed $10,000 to the Achieving the Dream initiative at Greenville Technical College (GTC). Through the initiative, GTC is finding ways to help students succeed by…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Carolina Financial Corporation announces proposed offering of common stock
November 30, 2015
Carolina Financial Corporation (NASDAQ: CARO), the parent company of CresCom Bank, announced that it has commenced an underwritten offering of approximately $25 million of its common stock. The underwriters will…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
NBSC names Askew to Greenville Advisory Board
November 26, 2015
NBSC, a division of Synovus Bank, today announced the appointment of Curtis L. Askew to its Greenville Advisory Board of Directors. Askew is founder, president and principal of DataNgine Consulting,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Trevor Gordon, SANDLAPPER Securities
November 18, 2015
UpstateBizBizSC Podcast Series’ mission is to support leadership in Giving Back, Diversity, Entrepreneurship, Continuous Education, the Knowledge Economy and the Arts. Thanks to our Sponsor: A Conversation with…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, podcast
Hodge reaches CFA status
November 12, 2015
GREENVILLE, SC – FinTrust Investment Advisors announced that Portfolio Manager Clifford P Hodge, III has reached Level 3 CFA status. FinTrust Partner Allen Gillespie stated, “We are very proud to…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
