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…
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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…
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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…
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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…
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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
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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Ameris Bank announces Peggy Small as Mt. Pleasant Branch Manager
February 8, 2016Ameris 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…
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Deborah McKetty named to Federal Reserve Bank Community Investment Council
February 8, 2016Deborah 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…
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Sandlapper Capital Investments, LLC closes acquisition of three Florida properties, launches syndicated portfolio for accredited investors
February 8, 2016Sandlapper 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…
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United Community Bank Honors Greenville Bankers for 4th Quarter Performance
February 8, 2016United 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…
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What is your role in the family business?
February 3, 2016By 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, 2016Pure 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, 2016Travis 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…
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John Bankson to lead Business Advisory Services for Wells Fargo Private Bank
January 27, 2016FLORENCE, SC – Wells Fargo Private Bank announced John Bankson has been named head of its Business Advisory Services group. This unit works with business owners and their advisors to develop a…
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Wells Fargo names Jack Marchette Pee Dee Market President and Business Banking Manager
January 27, 2016FLORENCE, SC – Wells Fargo & Company (NYSE: WFC) has named Jack Marchette Pee Dee Market President and Business Banking Manager. Based in Florence, he is responsible for leading the Florence…
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South State Corporation reports 33.8% increase in net income
January 22, 2016South 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…
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South Carolina Federal unveils 2016 80th Anniversary Celebration
January 20, 2016South Carolina Federal Credit Union, the oldest, locally-owned financial institution in the tri-county, is celebrating its 80th anniversary in 2016. The year’s festivities will include member appreciation events at each…
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Wagner Wealth Management adds wealth advisor
January 20, 2016Wagner 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…
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First Community Corporation announces annual and fourth quarter results and increased cash dividend
January 20, 2016Highlights Net income of $ 6.1 million in 2015, a 19.6% increase over 2014 earnings Diluted EPS of $0.91 per common share in 2015, compared to $0.78 in 2014, an…
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South Carolina Federal announces Sixth Annual Scholarship Competition
January 18, 2016South Carolina Federal Credit Union announces its Sixth Annual smpl. Scholarship Competition. The smpl. program provides financial education and community engagement opportunities for 15 to 25 year olds. The scholarship…
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New banking program launched by City
January 15, 2016The City of Columbia’s Community Development Department has kicked off “Bank On” Columbia and three revamped financial empowerment initiatives. Mayor Steve Benjamin, Councilwoman Tameika Isaac Devine, City staff and partnering…
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Sutherland joins NBSC as branch manager
January 13, 2016NBSC, 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…
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United Community Bank executive re-elected to board of National Association of Government Guaranteed Lenders
January 13, 2016GREENVILLE, 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).…
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Eric Teal joins Queens Oak as CIO and managing partner
January 12, 2016Brings 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…
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City launches new banking program and financial empowerment initiatives
January 7, 2016Community Development is partnering up with BB&T, South State Bank and TD Bank to introduce “Bank On” Columbia. “Bank On” Columbia is a new program that will provide Columbia’s un-banked…
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