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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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

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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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

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…

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Posted in: midlandsbiz   Category: advice, banking-and-finance

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 More

Posted in: midlandsbiz   Category: advice, banking-and-finance

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…

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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, 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…

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Posted in: midlandsbiz   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…

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Posted in: midlandsbiz   Category: banking-and-finance, 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…

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Posted 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…

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Posted 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…

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Posted 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, hi-tech-information-tech, on-the-move

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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Posted in: upstatebizsc   Category: banking-and-finance, non-profit, on-the-move

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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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, 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…

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Posted 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

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…

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Posted in: lowcountrybizsc, midlandsbiz, 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®)…

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Posted in: midlandsbiz   Category: banking-and-finance, 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®)…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move

Southern First reports results for 2018

  January 22, 2019

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today reported net income available to common shareholders of $5.8 million, or $0.75 per diluted share, for the…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

Southern First reports results for 2018

  January 22, 2019

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today reported net income available to common shareholders of $5.8 million, or $0.75 per diluted share, for the…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, on-the-move

CresCom Bank introduces Robin Lyle as Charlotte Market Leader

  January 21, 2019

CresCom Bank, the second largest community bank in North and South Carolina, announced its planned expansion into the Charlotte, North Carolina market. With this development, CresCom Bank welcomed Robin Lyle as…

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Posted in: lowcountrybizsc   Category: banking-and-finance, on-the-move

AMCOL-RevMD develop groundbreaking technology

  January 17, 2019

AMCOL Systems, Inc., a nationally recognized leader in patient experience and revenue cycle optimization services, and RevMD Partners, LLC., an industry leading technology enabled revenue cycle services company, have together…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move