Nachman Norwood & Parrott names Angela Sheppard Chief Compliance Officer
April 15, 2019
Nachman Norwood & Parrott (NNP), an independent wealth management consultancy, recently promoted Angela Sheppard to the role of Chief Compliance Officer (CCO). As CCO, Sheppard is responsible for developing, implementing…
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CresCom Bank announces promotions throughout its South Carolina branches
April 8, 2019
CresCom Bank, the second largest community bank in North and South Carolina, promotes Team Members throughout its South Carolina branches. Promotions include: Litchfield, S.C. Amanda Phillips, Mortgage Loan Originator, has been…
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Kincaid Retirement & Wealth Management to present David Bach’s Smart Women, Smart Retirement®
April 7, 2019
Local financial firm helping empower women nearing retirement Who: Kincaid Retirement & Wealth Management, a woman-owned, full-service financial planning firm. What: Smart Women, Smart Retirement®, an informational dinner seminar, based…
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GrandSouth Bank welcomes three new board members
April 4, 2019
The GrandSouth Bank Board of Directors welcomes three new members: John W. Shealy, Jr. (Rusty), Anthony Morgan (Tony), and Edward Monts Rast Jr. (Monty). They bring exceptional leadership and business skills to our board. Rusty…
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Sharonview Federal Credit Union gifts $3,000 to Simpsonville organizations
April 4, 2019
Sharonview Federal Credit Union presented $1,000 to Mt. Zion Baptist Church Food Bank, $1,000 to the City of Simpsonville Victim Advocate (Closet of Goods) and $1,000 to the Center for…
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Southern First hires Chief Banking Officer
April 2, 2019
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of Cal Hurst as Executive Vice President, Chief Banking Officer. Hurst has worked in the banking industry…
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Countybank names new Commercial team member
April 1, 2019
Wells Dunlap Promoted to Commercial Relationship Manager Countybank announce the promotion of Rufus Thornwell “Wells” Dunlap, V, to the role of Commercial Relationship Manager. Dunlap joined Countybank in 2013 and…
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United Community Bank names new Chief Risk and Commercial Credit officers
April 1, 2019
United Community Bank has recently elevated two of its employees to new positions within the risk management division of the company. Rob Edwards, former Chief Credit Officer, has been named…
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Carolina Alliance Bank joins Park National organization
April 1, 2019
Park National Corporation (Park) and CAB Financial Corporation announced the completion of their previously announced merger transaction. Effective today, CAB has merged with and into Park. With the merger, CAB’s banking…
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United Community Bank celebrates opening of new downtown office
March 27, 2019
United Community Bank announced the opening of its brand-new, larger location at the intersection of East Main and South Pine in downtown Spartanburg. The new branch occupies 7,500 square feet…
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Four college students join Northwestern Mutual’s nationally recognized internship program
March 26, 2019Pictured from left to right: Jeremy Hart, Graham Pioth, Tony Allen (College Unit Director), Rachel Thornton, Mikael Manner Northwestern Mutual, a leading financial services firm, selected four college seniors…
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Bank of America Private Bank expands South Carolina Team
March 25, 2019
Bank of America Private Bank today announced two strategic new hires, emphasizing the firm’s ongoing commitment to the Columbia, South Carolina community. Columbia is home to 826,600 residents and boasts…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
William Jeter completes CFP certification
March 21, 2019
Abacus Planning Group, Inc. announced that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
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Veteran banker Jodie Keener joins United Community Mortgage Services
March 18, 2019United Community Mortgage Services welcomed Jodie Keener to its team in Greenville. In her role as a Mortgage Loan Originator, Keener will guide clients through the mortgage process from origination…
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Former Comstar Technologies CEO, Kevin Flounders, joins SIB Fixed Cost Reduction as President
March 18, 2019
SIB Fixed Cost Reduction announced that Kevin Flounders, former Comstar Technologies CEO, has assumed the role of president. Flounders, a successful entrepreneur with over 25 years in the telecom industry,…
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Greenwood Capital announces C. Will Bond promotion
March 13, 2019
Greenwood Capital announced C. Will Bond, IV has been promoted to Senior Trading Manager. In this role, he is responsible for all systems, procedures and personnel functions related to pre-trade,…
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United Community Bank one of top five U.S. banks on Forbes list of World’s Best Banks
March 11, 2019
United Community Bank has been named one of the “Best Banks in the World” according to the inaugural Forbes World’s Best Banks list. The list, which was based largely on…
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The Town of Chapin receives highest form of recognition in governmental accounting and financial reporting
March 11, 2019
The Certificate of Achievement for Excellence in Financial Reporting has been awarded to the Town of Chapin by the Government Finance Officers Association of the United States and Canada (GFOA)…
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Cynthia O’Dell joins Wells Fargo Private Bank
March 9, 2019
Wells Fargo Private Bank announced the addition of Cynthia O’Dell as a senior wealth planning strategist. In her new role, O’Dell will guide clients in the creation of their individual…
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Cynthia O’Dell joins Wells Fargo Private Bank
March 9, 2019
Wells Fargo Private Bank announced the addition of Cynthia O’Dell as a senior wealth planning strategist. In her new role, O’Dell will guide clients in the creation of their individual…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Wells Fargo donated $5.3 million to support South Carolina nonprofits in 2018
March 8, 2019
Wells Fargo donated more than $5.3 million through 389 grants to South Carolina nonprofits, schools and community organizations in 2018. Wells Fargo’s philanthropic contributions build on a history of addressing…
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Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall
March 7, 2019Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…
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Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall
March 7, 2019Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Preparing financially for the death of a family member
March 4, 2019By Bethany M. Griffith, CFP®, EA Nothing is certain but death and taxes, and not many topics make for worse conversation starters at the Thanksgiving table. Yet, finding the…
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Preparing financially for the death of a family member
March 4, 2019
By Bethany M. Griffith, CFP®, EA Nothing is certain but death and taxes, and not many topics make for worse conversation starters at the Thanksgiving table. Yet, finding the…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance
CresCom Bank expands Commercial Lending Executive Team with promotion of Ryan Benton
February 27, 2019
CresCom Bank, the second largest community bank in North and South Carolina, has expanded its Commercial Lending Team with the promotion of CresCom Bank team member Ryan Benton. Ryan Benton has been promoted…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
CommunityWorks receives $500,000 investment from Capital Bank
February 26, 2019
Local community loan fund supports small business development CommunityWorks (CW) announced a $500,000 Equity Equivalent Investment from Capital Bank, part of the First Horizon National Corp. family of companies which…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank Partners with Blue Star Mothers of America to send care packages to active duty military
February 25, 2019United Community Bank have recently partnered with the Blue Star Mothers of America’s Greenville-Upstate chapter to send care packages to troops serving overseas. The packages were assembled by the…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Pre/Post Marriage Guide to a successful financial future
February 25, 2019By Anne Marie E. Ashworth Congratulations! Either you are considering getting married, are recently engaged, or are newly married; you aren’t alone. In 2014, the CDC reported 2.14 million…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank Partners with Blue Star Mothers of America to send care packages to active duty military
February 25, 2019United Community Bank have recently partnered with the Blue Star Mothers of America’s Greenville-Upstate chapter to send care packages to troops serving overseas. The packages were assembled by the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Pre/Post Marriage Guide to a successful financial future
February 25, 2019
By Anne Marie E. Ashworth Congratulations! Either you are considering getting married, are recently engaged, or are newly married; you aren’t alone. In 2014, the CDC reported 2.14 million…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
3 Ways Identity Thieves Steal Your Tax Refund and How to Prevent It
February 22, 2019By South Carolina Treasurer Curtis Loftis That time of year has come: Tax season. While you may have just started preparing your tax returns, identity thieves have been gearing…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
3 Ways Identity Thieves Steal Your Tax Refund and How to Prevent It
February 22, 2019
By South Carolina Treasurer Curtis Loftis That time of year has come: Tax season. While you may have just started preparing your tax returns, identity thieves have been gearing…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SCRA & SC Launch celebrate $1 billion in follow-on funding for SC-based companies
February 21, 2019
SCRA, a public, non-profit corporation that fuels South Carolina’s innovation economy, celebrated a milestone of $1 billion of follow-on capital secured by Client Companies in the SC Launch Program. SC Launch, SCRA’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, headlines, hi-tech-information-tech, on-the-move
SCRA announces seven new Client Companies
February 19, 2019
SCRA announced the recent acceptance of seven Client Companies into its entrepreneurial program, SC Launch. Client Companies receive mentoring and support services and may also be eligible for funding. Coastal…
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TD Charitable Foundation contributes $50,000 to Greenville Housing Fund
February 19, 2019(from left): Tammy Hoy Hawkins, interim director of the Greenville Housing Fund; Deborah McKetty, president and CEO of Community Works; Renee Lean of Southernside; Lillian Brock Flemming, Greenville city councilwoman;…
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VentureSouth announces 2018 record-breaking results
February 13, 2019
VentureSouth is pleased to announce record-setting results for a fifth consecutive year. In 2018, the South Carolina-based early stage investment firm grew its membership to nearly 300 investors and invested…
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State Treasurer Curtis Loftis announces promotion of Richards H. Green as new Commissioner of Banking
February 11, 2019
South Carolina Treasurer Curtis Loftis, Chairman of the State Board of Financial Institutions, announced that Richards H. Green has been promoted to serve as the next Commissioner of Banking for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Charleston, Greenville land investment banking firm
February 8, 2019
Global finance executives launch Charles Towne Holdings Armed with nearly a century of Wall Street and global markets experience, a collection of Charleston deal makers has partnered to create Charles Towne…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
United Community Banks, Inc. announces quarterly cash dividend
February 8, 2019
United Community Banks, Inc. (NASDAQ: UCBI) (“United”), reported that its Board of Directors approved a quarterly cash dividend of $0.16 per common share. The dividend is payable April 5, 2019…
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BB&T and SunTrust to combine in merger of equals
February 7, 2019
Combination of two franchises creates sixth-largest U.S. bank holding company with 275 years of combined history and culture serving clients and communities in high-growth markets Estimated net cost synergies of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
SAFE Federal Credit Union names Wayne Keels Director of Continuous Improvement
February 6, 2019
SAFE Federal Credit Union has named Wayne Keels Director of Continuous Improvement, a new position at the credit union. Keels joins us from Discover Financial Services where he most recently led…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
CresCom Bank introduces Matt Smith as Information Technology Manager
February 6, 2019
CresCom Bank, the second largest community bank in North and South Carolina, is pleased to welcome Matt Smith as Information Technology (IT) Manager based in the Operations Center of the West…
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CresCom Bank welcomes Thomas DiDonato as Mortgage Loan Originator in Charleston, SC
February 6, 2019
CresCom Bank,the second largest community bank in North and South Carolina, is pleased to welcome Thomas DiDonato as a new Mortgage Loan Originator at the West Ashley branch in Charleston,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Erin Jones earns Certified Financial Planner™ certification
February 5, 2019FinTrust Capital Advisors announced that Erin Jones has earned the Certified Financial Planner™ certification. This achievement adds to Erin’s list of professional credentials which include the Chartered Financial Consultant (ChFC®)…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
CresCom Bank promotes Heather DuCharme to Mortgage Loan Originator in Little River, SC
February 5, 2019
CresCom Bank,the second largest community bank in North and South Carolina, is pleased to promote Heather DuCharme as a new Mortgage Loan Originator at the Little River branch in South…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. and First Madison Bank & Trust announce merger agreement
February 5, 2019
United Community Banks, Inc. and First Madison Bank & Trust announced a definitive agreement for United to acquire First Madison in an all-cash transaction. The transaction has been unanimously approved…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
Erin Jones earns Certified Financial Planner™ certification
February 5, 2019
FinTrust Capital Advisors announced that Erin Jones has earned the Certified Financial Planner™ certification. This achievement adds to Erin’s list of professional credentials which include the Chartered Financial Consultant (ChFC®)…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
UC Funds closes $7.4 million first mortgage loan for Jamestowne Apartments in Columbia
February 4, 2019
UC Funds tops $2 billion in total closings with its latest multifamily transaction in South Carolina’s capital city UC Funds, a vertically-integrated commercial real estate specialty finance firm, announces the closing…
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United Community Bank named to Forbes List of America’s Best 100 Banks
February 1, 2019United Community Banks, Inc. (NASDAQ: UCBI) (“United”) was recently recognized as one of America’s best performing banks by Forbes magazine for the sixth consecutive year. “America’s Best Banks 2019,” an…
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