Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library

  June 5, 2023

Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move, the-arts

Countybank celebrates 90 years in South Carolina

  June 5, 2023

Countybank is celebrating its 90th anniversary in business this year. Founded in 1933, the bank was created during the Great Depression, at a time of community hardship, when local business…

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

SCDOR to no longer issue debit cards for refunds after June 29

  June 1, 2023

What you nee​d to know: The SCDOR will no longer issue Individual Income Tax refunds as debit cards after June 29, 2023. Bank of America, the provider of the State’s…

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

Countybank’s Candice Good receives officer appointment

  June 1, 2023

Countybank announced that Candice Good has been appointed Assistant Vice President by the Countybank Board of Directors. Good, Greer Market Administrator, joined Countybank in 2017 and is responsible for providing…

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

Investment Policy Guidelines: The Blueprint of your Portfolio

  May 31, 2023

by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…

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

Truliant announces Upstate mortgage lending team

  May 31, 2023

Three veteran mortgage lending officers and new South Carolina-based vice president of mortgage production join Truliant Truliant Federal Credit Union is proud to announce the addition of a mortgage team…

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

Scurry Tharpe joins First Reliance Bank

  May 31, 2023

First Reliance Bank announces that Scurry Tharpe has joined the company as Vice President, Relationship Banker and will work out of the Greenville office. He has over 12 years of…

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

Marci Williams joins First Reliance Bank

  May 23, 2023

Marci Williams has joined First Reliance Bank as Vice President Account Executive / Residential Lending Specialist and will work out of the Charleston, SC, Mount Pleasant branch. She will assist…

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

Countybank continues to support new YMCA fitness center

  May 23, 2023

The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently donated $3,000 to the Lakelands Region YMCA. This follows a $25,000 foundation donation in 2022 for Greenwood’s new…

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

Kim Saunders joins MEMBERS Financial Services

  May 22, 2023

SAFE Federal Credit Union announced that Kim Saunders, Financial Advisor, is joining MEMBERS Financial Services. Saunders, a graduate of North Carolina State University, has over 15 years of experience in…

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

United Home Loan Services, Inc.

  May 17, 2023

Founded in 2006, United Home Loan Services, Inc. (NMLS# 70641) is a full-service mortgage company headquartered in Greenville, SC. The company’s mission is to make home loans more accessible and…

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Posted in: upstatebizsc   Category: banking-and-finance

How and when to amend your SC Individual Income Tax return

  May 3, 2023

What you need to know: Generally, you should amend a return if an IRS audit changes your state return, or when there are changes to your income, deductions, credits, payments,…

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

South Carolina Federal announces 2023 Scholarship Winners

  May 2, 2023

  South Carolina Federal Credit Union announced the winners of its 2023 scholarship program. Nine outstanding students who are attending a technical or traditional college in South Carolina beginning fall…

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

Elliott Davis announces move to the BullStreet District

  May 2, 2023

The Columbia office of Elliott Davis, LLC will occupy the second floor of the BullStreet District’s WestLawn office building beginning this fall. More than 80 employees will move into approximately…

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Posted in: midlandsbiz   Category: accounting, banking-and-finance, business-services, headlines, on-the-move

Cary Street Partners adds Truist Financial Advisors

  April 29, 2023

GREENVILLE, SC – Cary Street Partners announced Eric J. Morris and Thomas B. Underwood, III have joined its wealth management team. Mr. Morris will be spearheading Cary Street Partners’ expansion…

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

Putting Your Cash to Work

  April 25, 2023

By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move

Southern First reports results for first quarter 2023

  April 25, 2023

Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2023. “While the current interest rate environment continues…

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

First Community Bank honors Leadership Institute graduates

  April 24, 2023

First Community Bank recently recognized the 2023 graduates of its Leadership Institute with a ceremony at the Columbia International University School of Business. An 18 to 24-month, intensive training program…

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

Sarah Baldwin promoted to SVP Retail Mortgage Sales

  April 19, 2023

First Reliance Bank announces that Sarah Baldwin has been promoted to SVP Retail Mortgage Sales at FRB Mortgage, a division of First Reliance Bank. She is responsible for developing and…

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

Resource Financial Services expands: now licensed in Texas

  April 18, 2023

Resource Financial Services, South Carolina’s largest privately owned mortgage banker announced it is now authorized to originate loans in the state of Texas. With the addition of Texas, the company…

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Posted in: midlandsbiz   Category: banking-and-finance, on-the-move, residential-real-estate, veterans

Countybank Foundation awards scholarship to PTC student

  April 13, 2023

The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded a scholarship to Piedmont Technical College (PTC) student Iliana Uzoh, who is currently studying computer technology. “We…

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

Rainwater named Chief Accounting Officer

  April 13, 2023

First Reliance Bank announces that Keith Rainwater has been named Chief Accounting Officer. Rainwater, a Certified Public Accountant, brings more than 25 years of banking experience and an extensive accounting…

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

Truliant opens new branch office in Easley, S.C.

  April 12, 2023

Truliant Federal Credit Union announced today the opening of its new Easley, South Carolina location. The branch is located at 5660 Calhoun Memorial Highway. The branch, Truliant’s third in Upstate…

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

Countybank’s Laura Beth Brooks receives officer appointment

  April 11, 2023

Countybank announced that Laura Beth Brooks has been appointed Vice President by the Board of Directors. Brooks, Corporate Governance Manager, joined Countybank in 2018 and is responsible for developing and…

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

SCRA announces new member companies and grant funding

  April 4, 2023

Builder Rocket, CloseWise, and ElectroWire were accepted as South Carolina Research Authority Member Companies. Carolina Seed Systems, Pensievision, and Tandem Concepts received new grant funding. All SCRA Member Companies receive…

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

Southern First appoints Andy Borrmann as Chief Financial Officer

  April 4, 2023

Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Andy Borrmann as Chief Financial Officer and Executive Vice President. Borrmann joins Southern First…

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

New Market Executive for Bank of America Private Bank

  April 2, 2023

Gregg N. Frierson has been named South Carolina Market Executive for Bank of America Private Bank. In this role, he leads the overall efforts of the Charleston, Columbia and Greenville…

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

The Role of Trustee in Family Governance

  April 2, 2023

By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…

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

VentureSouth invests in 100th company 

  March 29, 2023

VentureSouth announced a major milestone, as the firm and its investors have now invested in 100 early-stage companies. Earlier this month, VentureSouth invested in Darby, a healthcare technology startup, marking…

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

Redden named to First Reliance Bank Board

  March 29, 2023

Rick Redden has been named to the First Reliance Bank Board of Directors. Rick has extensive experience working with banks, public and private companies, non-profits, and higher educational institutions to…

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

United Community Bank announces new logo

  March 28, 2023

United Community Bank is proud to reveal its updated corporate logo, emphasizing the bank’s purpose to build communities and help customers achieve their financial goals. The new United Community logo…

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