Carolina Alliance announces 5% stock dividend

  August 23, 2017

SPARTANBURG, SC – Carolina Alliance Bank (OTCQX:CRLN) announced that its Board of Directors has declared a 5% stock dividend.  The stock dividend will be payable September 19, 2017 to shareholders of record…

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

Wallick Investments’ 2Q2017 national ranking

  August 18, 2017

Morningstar®, once again, awarded Wallick Investments’ Fidelis Composite portfolio the ranking of 4 out of 5 stars for 5-year and overall performance, and WI Fidelis is now ranked #3 in…

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

First Community Bank adds director of mortgage sales

  August 18, 2017

First Community Bank is pleased to announce Kevin Jones has joined the organization as senior vice president and director of mortgage sales. In this role, Kevin will have responsibility for…

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

Wallick Investments’ 2Q2017 national ranking

  August 18, 2017

Morningstar®, once again, awarded Wallick Investments’ Fidelis Composite portfolio the ranking of 4 out of 5 stars for 5-year and overall performance, and WI Fidelis is now ranked #3 in…

Read More

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

Lynn Harton named CEO of United Community Bank

  August 17, 2017

BLAIRSVILLE, GA – The board of directors of United Community Banks, Inc. (NASDAQ:UCBI) announced that Lynn Harton has been named chief executive officer of United Community Ban, UCBI’s banking subsidiary.…

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

Todd G. Buddin awarded the 2017 Independent Banker of the Year

  August 14, 2017

  Mr. Todd G. Buddin, Executive Vice President of Heritage Community Bank, Hartsville SC, was named Independent Banker of the Year by the Independent Banks of South Carolina (IBSC) at…

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

Tammie Taylor receives the 2017 IBSC Leadership Award

  August 14, 2017

  Mrs. Tammie Taylor of First National Bank in Summerville, SC, received the Independent Banks of South Carolina (IBSC) Leadership Award at the IBSC Convention on July 28, 2017, at…

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

Tammie Taylor receives the 2017 IBSC Leadership Award

  August 14, 2017

  Mrs. Tammie Taylor of First National Bank in Summerville, SC, received the Independent Banks of South Carolina (IBSC) Leadership Award at the IBSC Convention on July 28, 2017, at…

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

Southern First hires new executives

  August 8, 2017

Southern First Bancshares, Inc., holding company for Southern First Bank, announced that J. Fitzhugh “Fitz” King and R. Seabrook “Brook” Moore have joined the bank as Team Leaders in the…

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

AgFirst hires two senior executives

  August 8, 2017

COLUMBIA, SC – AgFirst Farm Credit Bank in Columbia has hired two new senior officers, Will Brown and Sam Esfahani. Brown is the bank’s new chief credit officer. He previously…

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

Southern First hires new executives

  August 8, 2017

Southern First Bancshares, Inc., holding company for Southern First Bank, announced that J. Fitzhugh “Fitz” King and R. Seabrook “Brook” Moore have joined the bank as Team Leaders in the…

Read More

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

Josh Roach joins 1st & Main Investment Advisors

  August 2, 2017

Josh Roach has joined 1st & Main Investment Advisors as a Partner in the firm’s Greenville, SC office.  Roach brings over a decade of experience in the financial services industry, focusing…

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

Josh Roach joins 1st & Main Investment Advisors

  August 2, 2017

Josh Roach has joined 1st & Main Investment Advisors as a Partner in the firm’s Greenville, SC office.  Roach brings over a decade of experience in the financial services industry, focusing…

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

D – the D Word

  August 2, 2017

Dementia – the D Word Amy Florian, CEO of Corgenius, teaches service professionals how to support their clients in times of grief, loss, and transition. Amy states that 72% of…

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

Throneburg joins Pendleton Street Advisors

  August 2, 2017

Pendleton Street Advisors welcomes Carter Throneburg to their growing team. Carter recently graduated from the University of South Carolina’s International Masters of Business program. In June 2017, he moved from…

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

Finding the Right Financial Advisor

  August 2, 2017

By Mike DuBose and Blake DuBose   Can you imagine approaching your retirement years with little or no savings in the bank? Or having a financial crisis and lacking the…

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

Throneburg joins Pendleton Street Advisors

  August 2, 2017

Pendleton Street Advisors welcomes Carter Throneburg to their growing team. Carter recently graduated from the University of South Carolina’s International Masters of Business program. In June 2017, he moved from…

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

D – the D Word

  August 2, 2017

Dementia – the D Word Amy Florian, CEO of Corgenius, teaches service professionals how to support their clients in times of grief, loss, and transition. Amy states that 72% of…

Read More

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

Finding the Right Financial Advisor

  August 2, 2017

By Mike DuBose and Blake DuBose   Can you imagine approaching your retirement years with little or no savings in the bank? Or having a financial crisis and lacking the…

Read More

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

Resource Financial Services launches online customer experience

  July 31, 2017

Resource Financial Services, an independently owned full-service mortgage company serving the southeast, is pleased to announce the launch of Resource RPM (Rapid Process Mortgage), its secure cloud-based technology that enables…

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

Resource Financial Services launches online customer experience

  July 31, 2017

Resource Financial Services, an independently owned full-service mortgage company serving the southeast, is pleased to announce the launch of Resource RPM (Rapid Process Mortgage), its secure cloud-based technology that enables…

Read More

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

Wagner’s Osgood named to Leadership Greenville’s Class 44

  July 27, 2017

Wagner Wealth Management’s Jennifer Osgood has been named to Leadership Greenville’s Class 44. Leadership Greenville is the Chamber’s flagship leadership program and is designed to help develop informed, committed and…

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

United Community Banks, Inc. announces second quarter earnings

  July 26, 2017

United Community Banks, Inc. (NASDAQ:UCBI) announced strong second quarter results with disciplined expense management, sound credit quality and meaningful margin expansion. Net income was $28.3 million, or 39 cents per…

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

United Community Banks, Inc. announces second quarter earnings

  July 26, 2017

United Community Banks, Inc. (NASDAQ:UCBI) announced strong second quarter results with disciplined expense management, sound credit quality and meaningful margin expansion. Net income was $28.3 million, or 39 cents per…

Read More

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

Southern First reports results for second quarter of 2017

  July 26, 2017

Southern First Bancshares, Inc. (NASDAQ: SFST) holding company for Southern First Bank, reported net income available to the common shareholders of $3.6 million, or $0.49 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 second quarter of 2017

  July 26, 2017

Southern First Bancshares, Inc. (NASDAQ: SFST) holding company for Southern First Bank, reported net income available to the common shareholders of $3.6 million, or $0.49 per diluted share, for the…

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

Family Charitable Giving Conversations

  July 24, 2017

By Laird W. Green, CFP®    “We make a living in life by what we get; we make a life by what we give.” Winston Churchill   Whether a family…

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