4-star Morningstar Rating continues for Wallick Investments, LLC
November 19, 2015Wallick Investments, LLC is proud to announce 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 Rating is…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
4-star Morningstar Rating continues for Wallick Investments, LLC
November 19, 2015
Wallick Investments, LLC is proud to announce 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 Rating is…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Trevor Gordon, SANDLAPPER Securities
November 18, 2015
UpstateBizBizSC Podcast Series’ mission is to support leadership in Giving Back, Diversity, Entrepreneurship, Continuous Education, the Knowledge Economy and the Arts. Thanks to our Sponsor: A Conversation with…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, podcast
CresCom Bank adds six members to growing team
November 18, 2015
CHARLESTON, SC– CresCom Bank, the leader in community banking throughout the Carolinas, adds six new team members to its growing staff this month. Additions include: Southport, N.C. Michelle Beal joins…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Bank of America Merrill Lynch adds Charlie Griffin as Commercial Banking Relationship Manager for Columbia
November 18, 2015
COLUMBIA, SC – Bank of America Merrill Lynch today announced that Charlie Griffin has joined its commercial banking team in Columbia, South Carolina as a vice president and relationship manager.…
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Hodge reaches CFA status
November 12, 2015
GREENVILLE, SC – FinTrust Investment Advisors announced that Portfolio Manager Clifford P Hodge, III has reached Level 3 CFA status. FinTrust Partner Allen Gillespie stated, “We are very proud to…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Future Scholar 529 Program earns Bronze Rating
November 12, 2015
COLUMBIA, SC – South Carolina’s Future Scholar 529 College Savings Plan is once again receiving accolades for delivering excellence and value to its customers and the state of South Carolina.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
United Community Banks, Inc. announces election of Kenneth L. Daniels to its Board of Directors
November 11, 2015
UPSTATE, SC – United Community Banks, Inc. announced that Kenneth L. Daniels has been elected to the boards of directors of United Community Banks, Inc. and its subsidiary, United Community Bank.…
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Akira Jacobs named 2015 CUaware Protégé Competition winner
November 11, 2015
N. CHARLESTON, SC – Akira Jacobs, a benefits coordinator for South Carolina Financial Solutions, was named winner of the 2015 CUaware Protégé Competition, highlighting rising industry professionals, age 35 and under.…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
John Henry Oil Corporation engages SANDLAPPER Securities, LLC to Manage Trenton – Black River I, LP Capital Campaign
November 11, 2015
GREENVILLE, SC – SANDLAPPER Securities, LLC has been engaged by John Henry Oil Corporation of Knoxville, TN to raise $6.5 million for the Trenton – Black River I, LP, a…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Anderson School District 3 Uses JEDA Bonds to Power Energy Project
November 11, 2015
IVA, SC – Anderson County – Anderson County School District 3 is using a $5.2 million bond issue from the South Carolina Jobs-Economic Development Authority (JEDA) to implement energy conservation measures…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, on-the-move
2016 Top in Tax Educational Survey Results
November 11, 2015
Tax Employers Vote on Best Schools and Programs for Students Pursuing a Tax Career MT. PLEASANT, SC – TaxTalent, the career and leadership development portal for tax professionals, announced the…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: accounting, banking-and-finance, on-the-move
Springfield joins Southern First
November 10, 2015
GREENVILLE, SC – Southern First Bancshares, Inc., holding company for Southern First Bank, announced that Trish Springfield has joined the bank as Executive Vice President, Retail Banking. Springfield has 22 years…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Edward W. Kramer, CFP® has received his Master’s in Business Administration
November 6, 2015COLUMBIA, SC – Abacus Planning Group, Inc., announces that Edward W. Kramer, CFP® has received his Master’s in Business Administration (MBA), with a concentration in Financial Planning, from California Lutheran…
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Edward W. Kramer, CFP® has received his Master’s in Business Administration
November 6, 2015
COLUMBIA, SC – Abacus Planning Group, Inc., announces that Edward W. Kramer, CFP® has received his Master’s in Business Administration (MBA), with a concentration in Financial Planning, from California Lutheran…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Blue Ridge Bank named fastest growing bank in Oconee County
November 5, 2015
WALHALLA, SC –According to a recent news report from 101.7 FM WGOG, Blue Ridge Bank continues to be the fastest growing bank in Oconee County, South Carolina. This information was compiled…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
NBSC names Preston to local Board of Directors
November 3, 2015
COLUMBIA, SC – NBSC, a division of Synovus Bank, announced the appointment of Tommy Preston, Jr. to its South Carolina Local Board of Directors. Preston is Director of National Strategy…
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Southern First recognized as an exceptional top performer
November 2, 2015
GREENVILLE, SC – Southern First Bancshares, Inc. (NASDAQ: SFST) holding company for Southern First Bank, has been named by Sandler O’Neill + Partners as one of the nation’s top performing…
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First Reliance 3Q15 pre-tax income more than triples
November 2, 2015
FLORENCE, SC – First Reliance Bancshares, Inc. (OTC: FSRL), the holding company (the “Company”) for First Reliance Bank (the “Bank”), reported third quarter 2015 pre-tax profits reached the highest levels…
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CresCom Bank welcomes Katie Matthews as Mortgage Loan Originator
October 28, 2015
CHARLESTON, SC – CresCom Bank, the community bank leader within the Carolinas, continues its growth as Katie Matthews joins as its newest mortgage loan originator. After training at CresCom Bank’s Summerville…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
NBSC voted best bank in Columbia, SC
October 28, 2015
COLUMBIA, SC – Readers of The State have voted NBSC Columbia’s best bank. The State’s Best 2015 winners were selected from dozens of businesses nominated and voted on by readers in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Resource Financial Services makes smooth, speedy transition to TRID loans
October 28, 2015
COLUMBIA, SC – Resource Financial Services, a privately owned mortgage banker headquartered in Columbia, SC, serving SC, NC and GA, successfully closed their first post-TRID (TILA-RESPA Integrated Disclosure) loan on…
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United Community Bank announced as presenting sponsor for Greenville Tech Foundation Workforce Development Salute
October 27, 2015
GREENVILLE, SC – Greenville Tech Foundation announced today that United Community Bank will be the presenting sponsor for the upcoming Workforce Development Salute. The Foundation will host internationally renowned automotive…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
Resource Financial Services makes smooth, speedy transition to TRID loans
October 27, 2015COLUMBIA, SC – Resource Financial Services, a privately owned mortgage banker headquartered in Columbia, SC, serving SC, NC and GA, successfully closed their first post-TRID (TILA-RESPA Integrated Disclosure) loan on…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
NBSC to provide financial assistance to three organiations for flood recovery
October 25, 2015
COLUMBIA, SC – NBSC, a division of Synovus Bank, announced that it will make a cash donation to the Low Country South Carolina Chapter of the American Red Cross, United…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South State Bank announces Disaster Recovery Loan programs
October 22, 2015
COLUMBIA, SC – In response to the recent floods in South Carolina, South State Bank has developed disaster recovery loan programs to provide relief to individuals who live in the communities…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Gary C. Davis designated A “Premier Advisor” by Wells Fargo Advisors Financial Network
October 22, 2015
GREENVILLE, SC – Leading independent financial advisory firm, Wells Fargo Advisors Financial Network, has designated Gary C. Davis, Managing Director, as a member of the firm’s Premier Advisors Program, a distinction…
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Carolina Financial Corporation reports results for third quarter of 2015
October 21, 2015
CHARLESTON, SC – Carolina Financial Corporation (NASDAQ: CARO), today announced net income for the three and nine months ended September 30, 2015. Net income for the three months ended September 30,…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Koon promoted to Trust Specialist
October 21, 2015
COLUMBIA, SC– NBSC, a division of Synovus Bank, announced recently that Lynette L. Koon has been promoted to Trust Specialist with the Synovus Trust Company, N.A. Koon joined NBSC in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal Credit Union hosting free document shredding event
October 20, 2015
N. CHARLESTON, SC – South Carolina Federal Credit Union is hosting a free document shredding event on Saturday, October 24, from 9 a.m. – 1p.m., at its Goose Creek financial…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Robertson receives CAMS-Audit Anti-Money Laundering Advanced Certificate designation
October 19, 2015
COLUMBIA, SC – South State Bank announced that Rebecca “Becky” Schauer Robertson of South State Bank has earned the Certified Advanced AML Audit Specialist (CAMS-Audit) credential from the Association of…
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SANDLAPPER Securities, LLC raises $4.6 million for two new land deals
October 19, 2015
GREENVILLE, SC – SANDLAPPER Securities, LLC raised approximately $4.6 million for two land deals on behalf of Webb Creek Management Group, LLC, a Georgia-based firm that provides consultative services…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Capping banks’ size would hit consumers, Clemson study finds
October 19, 2015
By Rick Uhlmann, College of Business and Behavioral Science, Clemson CLEMSON, SC – As calls for shrinking the size of the nation’s largest banks continue following the 2007-08 economic meltdown, research…
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New website simplifies home buying for house hunters and mortgage seekers
October 19, 2015
COLUMBIA, SC – Mortgages.com, a new free resource for house hunters, homeowners, and mortgage seekers, offers a variety of online tools for individuals and real estate professionals across the country…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate
United Way of Midlands receives $100,000 from BB&T for flood relief efforts
October 13, 2015
COLUMBIA, SC – BB&T today presented United Way of the Midlands with a gift of $100,000 to support its relief efforts resulting from the devastating rain and resulting floods affecting…
Read MorePosted in: midlandsbiz Category: banking-and-finance, non-profit, on-the-move
Wells Fargo is America’s top SBA lender for small businesses in 2015
October 12, 2015
U.S. Small Business Administration data shows Wells Fargo approved more SBA 7(a) loan dollars and units than any other lender for 2015 federal fiscal year SOUTH CAROLINA – Wells Fargo &…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
South State Bank announces $100,000 donation in support of communities impacted by flooding
October 8, 2015
COLUMBIA, SC – South State Bank announced today that it has established the South State Bank Emergency Relief Fund, with an initial contribution of $100,000, to provide financial support to the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Wells Fargo announces $300,000 donation to Red Cross to aid flood relief efforts
October 7, 2015SAN FRANCISCO, CA – Wells Fargo & Company (NYSE: WFC) announced today that it is making a donation of $300,000 to the American Red Cross to support disaster relief efforts in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Wagner’s Herman named GHS Med Scholar
October 7, 2015
GREENVILLE, SC – Jeff Herman, an Equity Partner in Wagner Wealth Management, has been named a Greenville Health Medical Scholar for the fall 2015 term. The five-week program is designed…
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Wells Fargo gift will give many people access to education
October 6, 2015
GREENVILLE, SC – The Wells Fargo Foundation has given $42,500 to support education at Greenville Technical College in several different areas. The college’s Quick Jobs With a Future program will…
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William R. Jeter has passed all three levels of the CFA designation examinations
October 6, 2015COLUMBIA, SC – Abacus Planning Group, Inc. announces that William R. Jeter has passed all three levels of the Chartered Financial Analyst designation examinations, each on his first attempt. Mr.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
William R. Jeter has passed all three levels of the CFA designation examinations
October 6, 2015
COLUMBIA, SC – Abacus Planning Group, Inc. announces that William R. Jeter has passed all three levels of the Chartered Financial Analyst designation examinations, each on his first attempt. Mr.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
What to consider when claiming spousal Social Security after divorce?
September 29, 2015
by Olga Connor It is higly common for everyone to be overwhelmed with all the decisions that need to be made when reaching retirement age. Making choices for your…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines
United Community Bank commits to growing SBA manufacturing lending with new manager
September 28, 2015
GREENVILLE, SC – United Community Bank continues to strengthen their specialized lending division by welcoming Paul Pickhardt as SBA Manufacturing Vertical Manager. Pickhardt, a veteran SBA lender with manufacturing experience, will…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Silverton Mortgage adds Tony Thompson to lead national growth
September 22, 2015
ATLANTA, GA – Silverton Mortgage Specialists, Inc. announces the addition of Tony Thompson as vice president of Growth and Strategy. Thompson oversees company-wide business development efforts both within its existing markets…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group announces the appointment of Alexandra Chastain, CFP® to the Family Connection board of South Carolina.
September 22, 2015COLUMBIA, SC – Abacus Planning Group announces the appointment of X. Alexandra Chastain, CFP® to the Family Connection board of South Carolina. Family Connection is a statewide nonprofit organization with…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Abacus Planning Group announces the appointment of Alexandra Chastain, CFP® to the Family Connection board of South Carolina.
September 22, 2015
COLUMBIA, SC – Abacus Planning Group announces the appointment of X. Alexandra Chastain, CFP® to the Family Connection board of South Carolina. Family Connection is a statewide nonprofit organization with…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Rhett Baker named Market President for South State Bank
September 21, 2015
GREENWOOD, SC – South State Bank announced that Rhett M. Baker has been named market president for Greenwood and the surrounding counties. “Rhett’s extensive experience within and knowledge of these markets…
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Aaron E. Graham has completed all requirements for the CFP® credential
September 10, 2015COLUMBIA, SC – Abacus Planning Group, Inc. announces that Aaron E. Graham has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Aaron E. Graham has completed all requirements for the CFP® credential
September 10, 2015
COLUMBIA, SC – Abacus Planning Group, Inc. announces that Aaron E. Graham has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
