FinTrust releases white paper on new Department of Labor Fiduciary Standards
March 30, 2016
FinTrust 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
FinTrust releases white paper on new Department of Labor Fiduciary Standards
March 30, 2016
FinTrust 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, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance
CresCom Bank’s appoints Kristen Hopson as Mt. Pleasant Branch Manager
March 29, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance
CresCom Bank expands team with new hires
March 29, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance
Erica Smith named Store Manager at TD Bank
March 23, 2016
TD 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,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Seasoned upstate bankers establish Greenville presence for First Community Bank
March 21, 2016
First 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.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Muncaster Financial Services hires Private Wealth Services Coordinator
March 18, 2016
GREENVILLE, 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…
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
Seasoned Upstate bankers establish Greenville presence for Lexington-based First Community Bank
March 16, 2016
First 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Jessica Spinks joins First Reliance Bank as Customer Service Specialist
March 16, 2016
Spinks 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, 2016
First 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, 2016
Welcomed 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, 2016
FinTrust 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.…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Chris Pricenor joins First Reliance Bank as a Relationship Banker
March 15, 2016
Chris 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, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Jim Hutto Joins CresCom Bank as VP/Commercial Loan Officer
March 10, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
NBSC’s Frances Anderson presented with award
March 8, 2016
CHARLESTON, 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,…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
What The New Social Security Rules Mean To You
March 8, 2016
By 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, 2016
By 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, 2016
Wallick 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, 2016
The 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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Ameris Bank Mortgage Services welcomes Greg McCoy as new mortgage banker
March 2, 2016
Ameris 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
CalmWater Financial expands to new offices
March 2, 2016
CalmWater 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, 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: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
TD Bank names Alex Guzman Treasury Management Officer for the Midlands Market
February 25, 2016
TD 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group, Inc. announces Jon J. Robertson as shareholder
February 23, 2016
Abacus 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, on-the-move
Caliber Home Loans welcomes Sr. Loan Consultant Dedra Isenbarger to Columbia branch
February 23, 2016
Kelly 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
CresCom Bank announces new promotions and hires
February 22, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
CresCom Bank sponsors Walk for Autism for 6th year
February 22, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Ryan Funke joins CresCom Bank as Vice President, Commercial Lender
February 22, 2016
CresCom 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
First Reliance 4Q15 Pre-tax Income more than doubles to $944,100 from 4Q14
February 22, 2016
First 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…
Read MorePosted in: midlandsbiz 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…
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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
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
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, life
Ameris Bank announces Peggy Small as Mt. Pleasant Branch Manager
February 8, 2016
Ameris Bank has named Peggy Small as branch manager of the Mt. Pleasant location. In this role she will build and maintain banking relationships in the Mt. Pleasant area and…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, 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
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
What is your role in the family business?
February 3, 2016
By Edward W. Kramer, CFP® Family businesses often have competing goals of the family and the business because the family side of the company (i.e., members of the family)…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, headlines
Pure Power Technologies becomes leading independent supplier of diesel fuel-injection systems
February 3, 2016
Pure Power Technologies delivers high-performance diesel fuel-injection systems and products to commercial vehicle OEMs and aftermarket. Company offers full “original equipment” design, engineering, manufacturing and remanufacturing capabilities for components used…
Read MorePosted in: midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move
Travis Wright joins Columbia, South Carolina Branch of Mortgage Network
January 27, 2016
Travis Wright (NMLS# 642981) has joined Mortgage Network Inc., one of the largest independent mortgage lenders in the eastern U.S., as a loan officer in the company’s Columbia, South Carolina…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
