United Community Banks, Inc. and Four Oaks Fincorp, Inc. announce merger agreement
July 6, 2017
Expands franchise footprint into the attractive Raleigh, NC MSA Partnership with 105-year-old community bank with significant operations in North Carolina’s fastest-growing MSA; consistent with United growth strategy Strategically and financially…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Financial Gifts – and Tips – for New Graduates
July 6, 2017
By David Wallace Edward Jones Investments It’s Graduation Season again. If your child is graduating from high school or college, you have reason to celebrate. But what should you…
Read MorePosted in: midlandsbiz Category: advice, banking-and-finance, headlines
Questis and TRI-AD enter joint business relationship for digital financial wellness
July 6, 2017
CHARLESTON, SC & SAN DIEGO, CA – Questis, a digital financial wellness platform, announced its joint business relationship with TRI-AD, a total benefits administration firm. TRI-AD will offer the Questis platform…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Questis and TRI-AD enter joint business relationship for digital financial wellness
July 5, 2017CHARLESTON, SC & SAN DIEGO, CA – Questis, a digital financial wellness platform, announced its joint business relationship with TRI-AD, a total benefits administration firm. TRI-AD will offer the Questis platform…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
First Community Bank expands its commercial banking team
June 28, 2017First Community Bank announced Kris Whitley and Ryan Barnes have joined the commercial banking team as vice presidents/Commercial Bankers. Each with more than 10 years of lending experience, Kris and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Community Bank expands its commercial banking team
June 28, 2017First Community Bank announced Kris Whitley and Ryan Barnes have joined the commercial banking team as vice presidents/Commercial Bankers. Each with more than 10 years of lending experience, Kris and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Anderson Chamber names Osgood its YP of the Year
June 27, 2017
The Anderson Area Chamber of Commerce honored Wagner Wealth Management’s Jennifer Osgood with its 2017 Athena Young Professional Award. A 2001 graduate of Clemson University, Osgood has served as a…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, chamber, on-the-move
Anderson Chamber names Osgood its YP of the Year
June 27, 2017
The Anderson Area Chamber of Commerce honored Wagner Wealth Management’s Jennifer Osgood with its 2017 Athena Young Professional Award. A 2001 graduate of Clemson University, Osgood has served as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, chamber, on-the-move
BB&T announced as title sponsor of 2017 and 2018 Fall for Greenville
June 24, 2017
Fall for Greenville board members today announced BB&T, one of the largest financial services companies in the U.S., as the 2017 and 2018 title sponsor of the festival scheduled for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, government, on-the-move
First Community Bank expands its commercial banking team
June 21, 2017LEXINGTON, SC – First Community Bank is pleased to announce Kris Whitley and Ryan Barnes have joined the commercial banking team as vice presidents/Commercial Bankers. Each with more than 10…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jay Montgomery named vice president of operations at SAFE Federal Credit Union
June 21, 2017Jay Montgomery, who has been with SAFE Federal Credit Union for nine years, has been named vice president of operations at the credit union. Montgomery succeeds Michael Baker, who recently…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jay Montgomery named vice president of operations at SAFE Federal Credit Union
June 21, 2017
Jay Montgomery, who has been with SAFE Federal Credit Union for nine years, has been named vice president of operations at the credit union. Montgomery succeeds Michael Baker, who recently…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Commonwealth Commercial promotes Alex Crouch as Managing Director of its North and South Carolina operations
June 20, 2017
Commonwealth Commercial Partners, LLC, a leading full-service commercial real estate firm, has promoted Alex C. Crouch to a new position overseeing the company’s business interests in Charlotte, Greensboro, Raleigh/Durham, NC,…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Anne Marie Ashworth earns CFP® credential
June 13, 2017Abacus Planning Group, Inc. proudly announces that Anne Marie E. Ashworth has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Diane M. Cook earns Registered Paraplanner credential
June 13, 2017Abacus Planning Group announces that Diane M. Cook has completed all requirements for the Registered Paraplanner (RP®) credential. Individuals who hold the RP® designation have completed a course of study…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Eileen M. Stevens CFP®, earns Enrolled Agent license
June 13, 2017Abacus Planning Group announces that Eileen M. Stevens, CFP® has met all requirements to become an Enrolled Agent. Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Cheryl R. Holland, CFP ® Abacus Planning Group ranked #1 Advisor in South Carolina
June 13, 2017Barron’s has ranked Cheryl R. Holland, CFP® as the #1 financial advisor in South Carolina in 2017. The annual America’s Top 1,000 list comprises data from over 4,000 of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
A Child’s Haven receives generous donation through BB&T’s Lighthouse Project
June 13, 2017
Recently, a caravan of vehicles arrived at A Child’s Haven carrying a group of volunteers from BB&T and an incredibly generous amount of donation items. Snack food, pull-ups, and new…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Diane M. Cook earns Registered Paraplanner credential
June 13, 2017Abacus Planning Group announces that Diane M. Cook has completed all requirements for the Registered Paraplanner (RP®) credential. Individuals who hold the RP® designation have completed a course of study…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Cheryl R. Holland, CFP ® Abacus Planning Group ranked #1 Advisor in South Carolina
June 13, 2017Barron’s has ranked Cheryl R. Holland, CFP® as the #1 financial advisor in South Carolina in 2017. The annual America’s Top 1,000 list comprises data from over 4,000 of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Eileen M. Stevens CFP®, earns Enrolled Agent license
June 13, 2017Abacus Planning Group announces that Eileen M. Stevens, CFP® has met all requirements to become an Enrolled Agent. Enrolled Agents demonstrate special competence in tax matters, adhere to ethical standards…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Anne Marie Ashworth earns CFP® credential
June 13, 2017Abacus Planning Group, Inc. proudly announces that Anne Marie E. Ashworth has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union hosts Easy Street Dinner June 20
June 12, 2017SAFE Federal Credit Union will host its semi-annual Easy Street Dinner event June 20. The event, at the Sumter Civic Center, is for members of the Easy Street Club, holders…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union hosts Easy Street Dinner June 20
June 12, 2017
SAFE Federal Credit Union will host its semi-annual Easy Street Dinner event June 20. The event, at the Sumter Civic Center, is for members of the Easy Street Club, holders…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Jessica Smith of CalmWater Financial earns CFP®
June 7, 2017
Jessica L. Smith of CalmWater Financial, a leading provider of financial services in Lexington, SC, has earned the Certified Financial Planner™ designation. The award was bestowed by the Certified Financial…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Countybank partners with Infinity Marketing
June 6, 2017
Infinity Marketing announced its new client partnership with Countybank, located in Greenville, Greer, Anderson, and Greenwood. Infinity is developing integrated marketing strategies including digital and social media solutions, creative direction,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank executive speaks at Risk Management Association CEO panel
June 6, 2017The Upper South Carolina Chapter of The Risk Management Association held a roundtable discussion on Thursday, June 1, 2017 to spotlight the current state of banking and to discuss challenges…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank executive speaks at Risk Management Association CEO panel
June 5, 2017The Upper South Carolina Chapter of The Risk Management Association held a roundtable discussion on Thursday, June 1, 2017 to spotlight the current state of banking and to discuss challenges…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Fast growing firm strengthens resources by adding ultimate people person
June 2, 2017Modern Family Asset Management (http://www.modernfamilyam.com) announced today that Susan Danna has joined the firm to further develop their growing practice and help in client relationship management. Susan Danna comes with…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Fast growing firm strengthens resources by adding ultimate people person
June 2, 2017
Modern Family Asset Management (http://www.modernfamilyam.com) announced today that Susan Danna has joined the firm to further develop their growing practice and help in client relationship management. Susan Danna comes with…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
1Q2017 National Ranking for Wallick Investments
May 25, 2017Wallick Investments, LLC is pleased to be recognized once again for consistency and high level performance across a number of its portfolios over multiple time periods. Wallick Investments’ Fidelis Composite…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Shene named Charlotte Metro area executive at First Citizens Bank
May 25, 2017
RALEIGH, NC – First Citizens Bank has named Andy Shene as its Charlotte Metro area executive. Most recently, he served as the bank’s York County, S.C., market executive. His responsibilities…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
1Q2017 National Ranking for Wallick Investments
May 25, 2017Wallick Investments, LLC is pleased to be recognized once again for consistency and high level performance across a number of its portfolios over multiple time periods. Wallick Investments’ Fidelis Composite…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
MTAG Services expanding Charleston County operations
May 24, 2017
Financial Asset Servicer Locating Corporate Headquarters In Mount Pleasant MTAG Services, one of the nation’s leading providers of specialized financial asset servicing, is expanding operations in Charleston County by locating…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, economic-development, on-the-move
S.C. Community Loan Fund CEO Michelle Mapp joins BDC board
May 23, 2017
Michelle Mapp, CEO of the South Carolina Community Loan Fund (SCCLF), has joined the Board of Directors of Business Development Corporation (BDC). The SCCLF raises and pools capital from public…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, business-services, on-the-move
S.C. Community Loan Fund CEO Michelle Mapp joins BDC board
May 23, 2017
Michelle Mapp, CEO of the South Carolina Community Loan Fund (SCCLF), has joined the Board of Directors of Business Development Corporation (BDC). The SCCLF raises and pools capital from public…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, business-services, on-the-move
FCP And WECCO announce $50M refinancing of Cigar Factory in Charleston
May 22, 2017
Federal Capital Partners® (FCP) announces the $50 million refinancing of The Cigar Factory, a mixed-use historic redevelopment in downtown Charleston, SC. FCP with Charleston-based joint venture partner WECCO Development and…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, commercial-real-estate, on-the-move
Shellhorse elected to board of South Carolina Community Capital Alliance
May 18, 2017
GREENVILLE, SC – Doris Shellhorse, program manager of The Innovate Fund, has been elected to the board of directors of the South Carolina Community Capital Alliance. The Alliance is a non-profit…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Ed Tarver elected to First Community Board of Directors
May 18, 2017First Community Corporation, headquartered in Lexington, South Carolina and the holding company of First Community Bank, announced that longtime Augusta attorney and former Georgia lawmaker Edward J. Tarver has been…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union names Jennifer Michaels VP of Risk Management
May 17, 2017SAFE Federal Credit Union has named Jennifer Michaels its vice president of risk management, a new position at the credit union. Michaels is a lawyer who most recently served as…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union names Jennifer Michaels VP of Risk Management
May 17, 2017
SAFE Federal Credit Union has named Jennifer Michaels its vice president of risk management, a new position at the credit union. Michaels is a lawyer who most recently served as…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Lima One Capital appoints Michael Adams Chief Sales Officer
May 16, 2017
GREENVILLE, SC – Lima One Capital, an institutionally-backed, specialty finance company that focuses on investment property lending, has hired Michael Adams as Chief Sales Officer. Adams will have an integral role in creating vision, developing corporate lending…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank recognizes sales and service champions for first quarter
May 15, 2017United Community Bank recently recognized employees for their outstanding performance in meeting customers’ needs throughout the first quarter of 2017. This acknowledgement is part of the bank’s quarterly Sales and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank recognizes sales and service champions for first quarter
May 15, 2017United Community Bank recently recognized employees for their outstanding performance in meeting customers’ needs throughout the first quarter of 2017. This acknowledgement is part of the bank’s quarterly Sales and…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
The Silverfern Group makes follow-on investment into Broad River Power Holdings
May 10, 2017
The Silverfern Group, a leader in global direct investment, announced that it has completed a follow-on investment into Silverfern portfolio company Broad River Power Holdings, an 878MW dual-fuel, simple-cycle gas…
Read MorePosted in: upstatebizsc Category: banking-and-finance, energy, on-the-move
TD Bank announces continued commitment as presenting sponsor of Artisphere
May 10, 2017
TD Bank has announced their commitment to continue as the presenting sponsor of Artisphere for another three years. The bank has been the presenting sponsor of Artisphere since the festival’s…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, the-arts
South Carolina Federal hosts Adopt-a-Pet event & donation drive
May 8, 2017
South Carolina Federal Credit Union is going to the dogs (and cats)! We are pleased to team up with the Charleston Animal Society to find forever homes for pets in…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
The Capital Corporation advises SolBright Renewable Energy, LLC on its sale to Arkados Group, Inc.
May 8, 2017Transaction: The Capital Corporation is pleased to announce the sale of SolBright Renewable Energy (“SolBright”, headquartered in Charleston, South Carolina) to Arkados Group (“Arkados”, headquartered in Newark, New Jersey). SolBright…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
United Community Bank recognized for highest customer satisfaction in Southeast by J.D. Power
May 8, 2017
United receives award for fourth consecutive year United Community Bank has been recognized for the highest customer satisfaction score in the Southeast by the J.D. Power 2017 U.S. Retail Banking…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The Capital Corporation advises SolBright Renewable Energy, LLC on its sale to Arkados Group, Inc.
May 8, 2017Transaction: The Capital Corporation is pleased to announce the sale of SolBright Renewable Energy (“SolBright”, headquartered in Charleston, South Carolina) to Arkados Group (“Arkados”, headquartered in Newark, New Jersey). SolBright…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
