Sandlapper Capital Investments, LLC partners with 4Balance Fitness, makes expansion plans
April 12, 2016Sandlapper Capital Investments, LLC (“Sandlapper”) has made a strategic investment in FitnessNinja, LLC, the parent company for 4Balance Fitness, an original CrossFit Affiliate and premier fitness facility in the Upstate.…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank announced as sponsor of 2016 Antiques, Fine Art & Design Weekend
April 12, 2016United Community Bank announced today its role as the 2016 title sponsor of the Antiques, Fine Art & Design (AFAD) Weekend held at the Greenville County Museum of Art (GCMA).…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, the-arts
SANDLAPPER Securities adds Financial Advisor
April 7, 2016The award winning independent broker dealer, SANDLAPPER Securities, has added financial advisor Susan Greene Lockwood to their broker dealer network. Lockwood joins SANDLAPPER Securities with 25 years of financial advising…
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United Community Banks, Inc. announces acquisition of Tideland Bancshares, Inc.
April 5, 2016Strategic purchase completes a two-step plan, accelerating growth in attractive coastal South Carolina markets Additional organic growth from lift-out of an experienced lending team Compelling acquisition that is immediately accretive…
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Unum announces agreement to acquire Louisiana-based Starmount Life Insurance Company
April 4, 2016Dental and vision benefits to boost company’s growth plans Unum announced it has entered into a definitive agreement to acquire H&J Capital, LLC, parent of Starmount Life Insurance Company…
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South Carolina Angel Network announces two new investments
April 1, 2016The South Carolina Angel Network (SCAN) announces investments in two new companies, Crowdr.tv and Target PharmaSolutions, Inc. Crowdr.tv is a Charleston-based crowdfunding platform that is the first of its kind to…
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South Carolina Angel Network announces two new investments
April 1, 2016The South Carolina Angel Network (SCAN) announces investments in two new companies, Crowdr.tv and Target PharmaSolutions, Inc. Crowdr.tv is a Charleston-based crowdfunding platform that is the first of its kind to…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
FinTrust releases white paper on new Department of Labor Fiduciary Standards
March 30, 2016FinTrust Investment Advisors has released a white paper on the new Department of Labor (DOL) Fiduciary Standards. The new standards impact all retirement accounts held by investors and address conflicts…
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FinTrust releases white paper on new Department of Labor Fiduciary Standards
March 30, 2016FinTrust Investment Advisors has released a white paper on the new Department of Labor (DOL) Fiduciary Standards. The new standards impact all retirement accounts held by investors and address conflicts…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Cameron Smith Joins CresCom Bank as Mortgage Loan Originator
March 29, 2016CresCom Bank, the community banking leader within the Carolinas, has added Cameron Smith to its team as its newest mortgage loan originator. Smith will operate out of the bank’s Meeting…
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CresCom Bank’s appoints Kristen Hopson as Mt. Pleasant Branch Manager
March 29, 2016CresCom Bank, the community banking leader within the Carolinas, has named Kristen Hopson as its branch manager for its Mount Pleasant location, reporting to Nancy Bergin. As branch manager, Hopson will…
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CresCom Bank expands team with new hires
March 29, 2016CresCom Bank, the community banking leader within the Carolinas, has added to its staff this month, including: Charleston, S.C. April Hewett has rejoined the bank as an administrative assistant…
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Erica Smith named Store Manager at TD Bank
March 23, 2016TD Bank, America’s Most Convenient Bank®, has named Erica Smith Store Manager for its Corley Mill store in Lexington. She is responsible for developing and managing business and customer relations,…
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Seasoned upstate bankers establish Greenville presence for First Community Bank
March 21, 2016First Community Bank, headquartered in Lexington, South Carolina, is expanding its loan production office in the Greenville market with the addition of commercial bankers Coleman Kirven, Trey Werner and David Ramseur.…
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Muncaster Financial Services hires Private Wealth Services Coordinator
March 18, 2016GREENVILLE, SC – Muncaster Financial Services recently welcomed Connor Masterson as a Private Wealth Services Coordinator working within the firm’s Private Client Wealth Services department. Masterson brings fresh experience to…
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Marc Knight joins First Reliance Bank as Relationship Banker
March 16, 2016Welcomed By The First Reliance Bank Team, Knight Is Dedicated To Helping Local Businesses Grow CHARLESTON, SC – Marc Knight has joined First Reliance Bank as a Relationship Banker, for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Seasoned Upstate bankers establish Greenville presence for Lexington-based First Community Bank
March 16, 2016First Community Bank, headquartered in Lexington, South Carolina, is expanding its loan production office in the Greenville market with the addition of commercial bankers Coleman Kirven, Trey Werner and David…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Jessica Spinks joins First Reliance Bank as Customer Service Specialist
March 16, 2016Spinks Is Dedicated To Providing Exceptional Service To Customers CHARLESTON, SC – Jessica Spinks has joined First Reliance Bank as a Customer Service Specialist, for the Charleston market. In her…
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Jessica Spinks joins First Reliance Bank as Customer Service Specialist
March 16, 2016Spinks Is Dedicated To Providing Exceptional Service To Customers CHARLESTON, SC – Jessica Spinks has joined First Reliance Bank as a Customer Service Specialist, for the Charleston market. In her…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Seasoned Upstate bankers establish Greenville presence for Lexington-based First Community Bank
March 16, 2016First Community Bank, headquartered in Lexington, South Carolina, is expanding its loan production office in the Greenville market with the addition of commercial bankers Coleman Kirven, Trey Werner and David…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Marc Knight joins First Reliance Bank as Relationship Banker
March 16, 2016Welcomed By The First Reliance Bank Team, Knight Is Dedicated To Helping Local Businesses Grow CHARLESTON, SC – Marc Knight has joined First Reliance Bank as a Relationship Banker, for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Lewis Named CFO at FinTrust
March 15, 2016FinTrust Investment Advisors is proud to announce that David E. Lewis has been named as Chief Financial Officer at FinTrust Investment Advisors. Lewis will be assuming the role effective immediately.…
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Chris Pricenor joins First Reliance Bank as a Relationship Banker
March 15, 2016Chris Pricenor has joined First Reliance Bank as a Relationship Banker, for the Lexington, S.C. area. In his new role, he will be reaching out to businesses throughout the area…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Chris Pricenor joins First Reliance Bank as a Relationship Banker
March 14, 2016Chris Pricenor has joined First Reliance Bank as a Relationship Banker, for the Lexington, S.C. area. In his new role, he will be reaching out to businesses throughout the area…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Joseph S. Kassim named CresCom Bank’s Chief Accounting Officer
March 10, 2016CresCom Bank, the community-banking leader within the Carolinas, has named Joseph S. Kassim as the bank’s Chief Accounting Officer. Kassim has been CresCom Bank’s Senior Vice President of Finance since…
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Jim Hutto Joins CresCom Bank as VP/Commercial Loan Officer
March 10, 2016CresCom Bank, the community-banking leader within the Carolinas, has named Jim Hutto as vice president and commercial loan officer. Hutto will be based out of the bank’s Meeting Street branch…
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NBSC’s Frances Anderson presented with award
March 8, 2016CHARLESTON, SC – Synovus, the Columbus, Georgia-based financial services company, recently announced the winners of its annual Chairman’s Awards. Frances Anderson, assistant branch manager of the Charlestowne Square branch of NBSC,…
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What The New Social Security Rules Mean To You
March 8, 2016By Susan A. McCants, CFP ® The new Social Security law that passed late last year, the Bipartisan Budget Act of 2015, helped buoy the Social Security system by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines
What The New Social Security Rules Mean To You
March 8, 2016By Susan A. McCants, CFP ® The new Social Security law that passed late last year, the Bipartisan Budget Act of 2015, helped buoy the Social Security system by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines
4-star Morningstar RatingTM continues for Wallick Investments, LLC
March 8, 2016Wallick Investments, LLC announced Morningstar® continues to recognize Wallick Investments Core Growth Composite with a 4-star Morningstar RatingTM among mid-cap core/blend managers. This 4-star Morningstar RatingTM is for 5-year and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
4-star Morningstar RatingTM continues for Wallick Investments, LLC
March 8, 2016Wallick Investments, LLC announced Morningstar® continues to recognize Wallick Investments Core Growth Composite with a 4-star Morningstar RatingTM among mid-cap core/blend managers. This 4-star Morningstar RatingTM is for 5-year and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Greer Bancshares incorporated announces meeting of shareholders and payment of cash dividend
March 2, 2016The board of directors of Greer Bancshares Incorporated, the parent company of Greer State Bank, has announced an annual cash dividend of $.20 (twenty cents) per share to be paid…
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Ameris Bank Mortgage Services welcomes Greg McCoy as new mortgage banker
March 2, 2016Ameris Bank Mortgage Services announced that Greg McCoy has joined the Ameris Bank team. As a Mortgage Banker, McCoy will be responsible for growing Ameris Bank’s Mortgage Services in the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
CalmWater Financial expands to new offices
March 2, 2016CalmWater Financial in Lexington SC has recently moved to expand their office space within the new Patriot Point business complex. Now located at 947 E. Main St., CalmWater has realized…
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CalmWater Financial expands to new offices
March 2, 2016CalmWater Financial in Lexington SC has recently moved to expand their office space within the new Patriot Point business complex. Now located at 947 E. Main St., CalmWater has realized…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Carter Hall named Associate Financial Advisor with Nachman Norwood & Parrott
February 26, 2016GREENVILLE, 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…
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TD Bank names Alex Guzman Treasury Management Officer for the Midlands Market
February 25, 2016TD Bank has named Alex Guzman Treasury Management Officer for the Midlands Market of South Carolina. He is responsible for business development and implementation of treasury management solutions to existing…
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Abacus Planning Group, Inc. announces Jon J. Robertson as shareholder
February 23, 2016Abacus Planning Group, Inc., announces that Jon J. Robertson, LL.M, CFP® has become a shareholder in the firm. Mr. Robertson joined Abacus in 2007 shortly after receiving his Juris Doctor…
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Caliber Home Loans welcomes Sr. Loan Consultant Dedra Isenbarger to Columbia branch
February 23, 2016Kelly Allison, Regional Vice President of Caliber Home Loans, Southeast Builder Division, welcomes Dedra Fox Isenbarger, Senior Loan Consultant, to Caliber’s Columbia office. Caliber Home Loans, Inc. is a full-service…
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CresCom Bank announces new promotions and hires
February 22, 2016CresCom Bank, the community banking leader within the Carolinas, has promoted team members and added to its staff this month, including: Charleston, S.C. Natasha Weston has officially joined CresCom…
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CresCom Bank sponsors Walk for Autism for 6th year
February 22, 2016CresCom Bank announces that it once again will be sponsoring the annual Walk for Autism on April 16. This marks the 6th year the bank has sponsored the event. Starting…
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Ryan Funke joins CresCom Bank as Vice President, Commercial Lender
February 22, 2016CresCom Bank, the community-banking leader within the Carolinas, welcomes Ryan Funke as the newest vice president/commercial lender. Funke joins the CresCom Bank team from First Reliance Bank, where he held…
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First Reliance 4Q15 Pre-tax Income more than doubles to $944,100 from 4Q14
February 22, 2016First Reliance Bancshares, Inc. (OTC: FSRL), the holding company (the “Company”) for First Reliance Bank (the “Bank”), reported fourth quarter 2015 pre-tax profits of 944,100. This is the 8th consecutive…
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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…
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Wagner Wealth Management opens doors at Verdae office
February 22, 2016GREENVILLE, 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…
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Synovus Wins 26 Greenwich Excellence Awards
February 22, 2016Synovus 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, 2016Synovus 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
The Independent Banks of South Carolina welcomes Teresa D. Taylor
February 20, 2016The 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, 2016The 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
Talking about money can help couples live happily ever after
February 14, 2016By Kathy Heffley, Wells Fargo Region President for South Carolina According to a 2014 Wells Fargo study, only about half (54 percent) Americans feel it’s important to know their…
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