Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library
June 5, 2023Abacus 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…
Read MorePosted 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, 2023Countybank 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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The Southern Bank names Frank Townsend III as Chief Lending Officer
June 5, 2023The Southern Bank has named a new Chief Lending Officer, Frank Townsend, III. Townsend has over 35 years of banking experience, including leadership roles in both community and regional banks.…
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SCDOR to no longer issue debit cards for refunds after June 29
June 1, 2023What you need 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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Countybank’s Candice Good receives officer appointment
June 1, 2023Countybank 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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Investment Policy Guidelines: The Blueprint of your Portfolio
May 31, 2023by 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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Truliant announces Upstate mortgage lending team
May 31, 2023Three 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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Scurry Tharpe joins First Reliance Bank
May 31, 2023First 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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Charles Towne Holdings rebrands as CTH Advisors: Senior Investment Bankers & CEO Whisperers
May 24, 2023In a strategic move aimed at redefining its identity and strengthening its market positioning, Charles Towne Holdings has recently announced a comprehensive rebranding initiative. The company will now operate under…
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Marci Williams joins First Reliance Bank
May 23, 2023Marci 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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Countybank continues to support new YMCA fitness center
May 23, 2023The 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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Kim Saunders joins MEMBERS Financial Services
May 22, 2023SAFE 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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State Treasurer Curtis Loftis announces National 529 Day celebration with $529 college savings grants
May 18, 2023State Treasurer Curtis Loftis today announced the return of the annual PalmettoBaby Grant Program in celebration of National 529 Day. “South Carolina’s Future Scholar 529 College Savings Plan is proud…
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United Home Loan Services, Inc.
May 17, 2023Founded 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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Countybank Foundation presents donation to Greenwood Abbeville Little League
May 16, 2023Countybank and Greenwood Capital recently made a donation to the Greenville Abbeville Little League on behalf of the Countybank Foundation, which was established in 1971 and represents Countybank and Greenwood…
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How and when to amend your SC Individual Income Tax return
May 3, 2023What 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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The Southern Bank names Executive Vice President and Chief Administrative Officer
May 3, 2023The Southern Bank has named Kristi Eller the Executive Vice President and Chief Administrative Officer. Eller has more than 35 years of experience in community and regional banks. She was…
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Countybank’s Jack Lucas promoted to Simpsonville Market Executive
May 3, 2023Countybank announced the promotion of Jack Lucas to Senior Vice President, Simpsonville Market Executive. Lucas joined Countybank in 2019 as Senior Vice President, Commercial Relationship Manager in Greer. As Simpsonville…
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South Carolina Federal announces 2023 Scholarship Winners
May 2, 2023South 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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Elliott Davis announces move to the BullStreet District
May 2, 2023The 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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Cary Street Partners adds Truist Financial Advisors
April 29, 2023GREENVILLE, 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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United Community partners with Greenlight to help families raise financially-smart kids and teens
April 25, 2023United Community is proud to announce a new partnership with Greenlight® Financial Technology, Inc. to provide United customers free access to the award-winning Greenlight family finance app, available through the…
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Putting Your Cash to Work
April 25, 2023By 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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Southern First reports results for first quarter 2023
April 25, 2023Southern 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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First Community Bank honors Leadership Institute graduates
April 24, 2023First 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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HBO’s Succession Provides Important Lesson for Local Business Owners
April 20, 2023By William Bragdon Senior Vice President-Investments The Parham, Arrowood, Bragdon Institutional Consulting Group UBS Wealth Management USA The fourth and final season of Succession continues to keep viewers on…
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Sarah Baldwin promoted to SVP Retail Mortgage Sales
April 19, 2023First 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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Resource Financial Services expands: now licensed in Texas
April 18, 2023Resource 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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate, veterans
Countybank Foundation awards scholarship to PTC student
April 13, 2023The 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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Rainwater named Chief Accounting Officer
April 13, 2023First 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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Truliant opens new branch office in Easley, S.C.
April 12, 2023Truliant 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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United Community Bank reveals upcoming construction plans for Laurens branch
April 12, 2023As part of its commitment to investing in the Laurens community, United Community Bank is excited to announce the next step to improve its downtown Laurens branch. Construction will begin…
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Countybank’s Laura Beth Brooks receives officer appointment
April 11, 2023Countybank 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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Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023It’s April! The flowers, the trees, the birds, even the seasonal allergies signal spring is here. It’s always refreshing – aside from the allergies – to welcome a new season…
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UBS advisor teams in South Carolina named to the Forbes Best-In-State Wealth Management Teams list
April 8, 2023UBS Wealth Management USA announced today that The Parham, Arrowood, Bragdon Team and The Alpha Group, advisor teams based in the firm’s Greenville, South Carolina office, have been named to…
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Wells Fargo Foundation awards $300,000 grant to Center for Heirs’ Property Preservation® To Support Heirs’ Property Initiative
April 7, 2023The Center for Heirs’ Property Preservation® announced it has been awarded a $300,000 grant over two years from the Wells Fargo Foundation to support its educational outreach and legal assistance…
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Arthur State Bank celebrates 90 years of service to the Upstate community
April 7, 2023April marks a significant milestone for Arthur State Bank as the community bank celebrates its 90th anniversary. Founded in 1933 in Union, South Carolina, Arthur State Bank has been a…
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First Community Bank celebrates official opening of Rock Hill office
April 6, 2023First Community Bank, headquartered in Lexington, South Carolina, marked the official opening of its full-service banking office in Rock Hill at 1746 Ebenezer Road with a ceremonial ribbon cutting and…
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State Treasurer Curtis Loftis names Melissa Simmons as Deputy State Treasurer
April 5, 2023South Carolina Treasurer Curtis Loftis has named Melissa D. Simmons, CPA, CFP, as the agency’s new Deputy State Treasurer after the recent retirement of Tonia Morris. Simmons will oversee the…
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SCRA announces new member companies and grant funding
April 4, 2023Builder 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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SCDOR Tax Tips: tax credits for SC business owners that could lower their tax liability
April 4, 2023If you’re a South Carolina small business owner and want to save money on your tax bill in 2023, the South Carolina Department of Revenue (SCDOR) wants you to know…
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Southern First appoints Andy Borrmann as Chief Financial Officer
April 4, 2023Southern 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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United Community Bank opens new branch in downtown Charleston
April 4, 2023United Community Bank is strengthening its presence in Charleston by adding its first downtown branch inside the Charleston Tech Center located at 997 Morrison Drive. The branch is now open…
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New Market Executive for Bank of America Private Bank
April 2, 2023Gregg 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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The Role of Trustee in Family Governance
April 2, 2023By 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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World Finance named one of Newsweek’s Most Trustworthy Companies in America 2023
March 30, 2023Award recognizes U.S companies that exemplify three public pillars of trust For the second year in a row, World Finance has been named to Newsweek’s Most Trustworthy Companies in America…
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VentureSouth invests in 100th company
March 29, 2023VentureSouth 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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Redden named to First Reliance Bank Board
March 29, 2023Rick 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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First Citizens Bank enters into whole bank purchase of Silicon Valley Bridge Bank, N.A.
March 28, 2023First-Citizens Bank & Trust Company, a subsidiary of Raleigh-headquartered First Citizens BancShares, Inc., announced that it has entered into an agreement with the Federal Deposit Insurance Corporation (FDIC) to purchase…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
United Community Bank announces new logo
March 28, 2023United 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move