YMCA of Greenville renovates Simpsonville location with $10.7 million in JEDA bonds
July 9, 2025
The South Carolina Jobs-Economic Development Authority (JEDA) issued $10,690,000 in Economic Development Revenue Bonds for the YMCA of Greenville to finance the expansion of the Prisma Health Family YMCA campus in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Wallick Investments welcomes Victoria Matise
July 7, 2025
Wallick Investments, LLC announced Ms. Victoria (Tori) Matise, a 2024 University of Georgia Honors graduate in Finance, has joined the firm as an Investment Advisor Representative. Her responsibilities include business…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
SCRA announces new Member Companies and grant funding
July 1, 2025
Carolina Biologics, Make Startups, Thrive Data, and WaterUS were accepted as South Carolina Research Authority Member Companies. Carolina Biologics, Clemson Composite Center, Coastal Carolina University, GreenCape Health, Health Evolve, and Tandem…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Junior Achievement and BofA drive financial literacy for South Carolina high schoolers
June 25, 2025
Multi-stop JA Finance Park Mobile tour provided students an immersive financial experience Junior Achievement (JA) of Greater South Carolina and Bank of America partnered to deliver financial literacy education to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, on-the-move
SBA offers disaster relief to South Carolina small businesses, private nonprofits affected by drought
June 24, 2025
Low Interest Disaster Loans Now Available The U.S. Small Business Administration (SBA) announced the availability of low interest federal disaster loans to small businesses and private nonprofit (PNP) organizations in South Carolina…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Charleston, SC Mayor William Cogswell honors Southern First Bank
June 24, 2025
Southern First Bancshares, Inc. holding company for Southern First Bank, announced that it has been recognized by the City of Charleston with a local proclamation for National Homeownership Month. The…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charleston County School District sells $49.3 million in bonds at record-low rate
June 23, 2025
Charleston County School District (CCSD) has successfully sold $49.3 million in general obligation bonds to support the remaining construction costs for four North Charleston school projects: A.C. Corcoran Elementary, Morningside…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
United Community expands Wealth division in Greenville with three veteran hires
June 19, 2025
United Community is strengthening its recently launched Wealth division with the addition of three experienced bankers in the Greenville market: Brian Hungerford, Kurt Schumacher and Charles Williams. Hungerford joins the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
State Treasurer Curtis Loftis names Mark S. Barnes Chief of Staff
June 18, 2025
South Carolina State Treasurer Curtis Loftis today announced the appointment of Mark S. Barnes, MBA, CGFO, as his new Chief of Staff. Barnes brings more than three decades of experience…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, government, on-the-move
College of Charleston hosts retirement planning class
June 16, 2025
The College of Charleston is excited to offer Retirement Planning Today® classes beginning in July. Retirement Planning Today® is tailored for adults aged 50 to 70, providing the tools and…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, education, on-the-move
South Carolina maintains coveted Aaa credit rating from Moody’s
June 16, 2025
South Carolina continues to demonstrate strong financial stewardship, as Moody’s Ratings has reaffirmed the state’s Aaa credit rating with a stable outlook. State Treasurer Curtis Loftis announced the positive news…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Synovus strengthens South Carolina presence
June 10, 2025
Synovus is accelerating its growth by adding new relationship managers in commercial and middle market banking and wealth services, reinforcing its commitment to delivering personalized, relationship-driven banking. The bank expects…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
SCRA announces new Member Company and grant funding
June 10, 2025
Realize Ascent was accepted as a South Carolina Research Authority Member Company. CarbonCents, Oncoblaze, Torpedo Bio, and Volare Boats received new grant funding. All SCRA Member Companies receive coaching and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
BofA report finds homebuyer uncertainty at a three year high
June 5, 2025
New data from Bank of America’s Homebuyer Insights Report Homebuyer Insights Report reveals that uncertainty among homebuyers is at its highest point in the last three years: 60% of current…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Ameris Bank to open new branch in Greenville
June 4, 2025
Full-Service Location Offers Retail, Commercial and Mortgage Banking Services Ameris Bank is expanding its presence in Greenville, S.C. with a new branch at 300 East McBee Avenue, a premier location…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Application cycle now open for newly established Housing Our Future Trust Fund
June 3, 2025
Applications are now open for Charleston County’s Housing Our Future Trust Fund, administered in partnership with the SC Community Loan Fund (SCCLF) to help meet local housing needs by providing…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, government, on-the-move
Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
VITAL Federal Credit Union will merge with Founders Federal Credit Union
June 2, 2025
VITAL Federal Credit Union members voted “yes” to begin a merger with Founders Federal Credit Union on May 20, 2025. On Friday, September 12, VITAL Federal Credit Union office (1450…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
Southern First announces three new appointments to Board of Directors
June 2, 2025Southern First Bancshares, Inc., holding company for Southern First Bank, announced the appointment of three new board members. Jennie Cluverius, Darrin Goss, and Billy McClatchey joined the company and the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Midlands Technical College Vice President elected to regional office
May 29, 2025
Midlands Technical College Vice President for Business Affairs Debbie M. Walker has been elected president of the Southern Association of College and University Business Officers (SACUBO). Her one-year term starts…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
Blythewood High School’s Debbie Sweat named Youth Financial Educator of the Year by Palmetto Citizens Federal Credit Union
May 28, 2025
Award presented during Teacher Appreciation Night at Columbia Fireflies baseball game Palmetto Citizens Federal Credit Union has named Debbie Sweat of Blythewood High School the 2025 Youth Financial Educator of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
Palmetto Citizens Federal Credit Union names Blythewood teacher the Youth Financial Educator of the Year
May 28, 2025
Palmetto Citizens Federal Credit Union has named Debbie Sweat of Blythewood High School the 2025 Youth Financial Educator of the Year. She received the honor — and a $1,000 cash…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, on-the-move
JEDA issues $75 million in bonds for MUSC medical office expansions
May 15, 2025Berkeley and Charleston Counties The South Carolina Jobs-Economic Development Authority (JEDA) issued $75 million of tax-exempt and taxable bonds (“Bonds”) for the benefit of University Medical Associates (UMA) of the…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Southern First welcomes Brandon Rich as Executive Director of Market Support
May 15, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, welcomed Brandon Rich as Executive Director of Market Support and Senior Vice President. Rich has over 25 years of experience…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Lakeland Capital expands team, reinforcing vertically integrated approach
May 8, 2025Lakeland Capital, a Charleston-based private, multifamily investment company active in select East Coast markets, has expanded its team with four key hires: Teddy Zinsner, Andrew Yancey, Brian Allen and Nick…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Michael Edens of First Reliance Bank named Corporate Walk Chair for The Leukemia & Lymphoma Society’s 2025 Light The Night
May 7, 2025
Michael Edens of First Reliance Bank Named Corporate Walk Chair for The Leukemia & Lymphoma Society’s 2025 Light The Night The South Carolina/Georgia Region of The Leukemia & Lymphoma Society…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, non-profit, on-the-move
Former Clemson place kickers launch PK Capital and PK Legacy Builders
April 24, 2025
Christian Groomes and Greg Huegel bring championship values, private lending experience, and commercial construction prowess Clemson University football teammates Christian Groomes and Greg Huegel announced the launch of their two…
Read MorePosted in: upstatebizsc Category: banking-and-finance, construction, on-the-move
Southern First reports first quarter 2025 results
April 22, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its financial results for the three months ended March 31, 2025. “We are pleased to report our…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank taps Charleston-based Ryan Benton for Executive Vice President
April 21, 2025
The Southern Bank announced Ryan Benton as Executive Vice President. The news comes on the heels of M.J. “J.” Huggins III’s recent selection as CEO. Benton will oversee and manage…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Anchor Investment Management welcomes Laura Culler as new controller
April 17, 2025
Seasoned financial management expert joins expanding team of wealth management advisors Anchor Investment Management, a leading asset management firm based in Columbia, South Carolina, welcomes longtime finance professional, Laura Culler,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First Founder & CEO Art Seaver awarded Order of the Palmetto
April 15, 2025
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced its Founder and CEO Art Seaver was awarded the Order of the Palmetto, the highest civilian honor…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Lee Roberts joins SAFE Investment Services
April 11, 2025
SAFE Federal Credit Union announced the addition of Lee Roberts, Financial Advisor, to SAFE Investment Services. Roberts has over nine years of experience in the investment services industry including prior…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First promotes Wes Wilbanks to Chief Credit Officer
April 10, 2025
Southern First Bancshares, Inc., holding company for Southern First Bank, announced the promotion of Wes Wilbanks to Chief Credit Officer and Executive Vice President. Wilbanks joined the Southern First team…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s Jordan Payne promoted to SBA Business Development Manager
April 10, 2025
Countybank announced the promotion of Jordan Payne, Vice President, to SBA Business Development Manager. Payne joined Countybank in 2021 as a lender in the bank’s Small Business Administration (SBA) Department,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank appoints veteran Banker M.J. “J.” Huggins III as CEO to lead next phase of growth
April 9, 2025
The Southern Bank has appointed M.J. “J.” Huggins III as its new Chief Executive Officer, bringing nearly 40 years of experience in community banking leadership to the growing financial institution.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Countybank promotes Amber Price to HR Director
April 1, 2025
Countybank announced the promotion of Amber M. Price to Human Resource Director. Price joined Countybank in 2019 as HR Manager and has over 10 years of experience in human resource…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Wallick Investments celebrates 10-year partnership with Wade Stinnette
March 28, 2025
Wallick Investments, LLC celebrated Principal and Senior Portfolio Manager Wade Stinnette’s 10-year anniversary with the firm, and the 3-year anniversary of the firm’s Fidelis 100 Index, with dinner at the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Ivy Asset Group announces a senior debt investment in Silver Creek Dental Partners
March 27, 2025
Ivy Asset Group, a leading private credit firm based in Charleston, South Carolina, announced that its Ivy Evergreen Fund has closed a debt financing agreement with Silver Creek Dental Partners,…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move
Kelly Crawford joins Palmetto State Bank as CFO
March 18, 2025
Kelly Crawford is the new chief financial officer for Palmetto State Bank, a Lowcountry community bank that is now reaching out into South Carolina’s largest markets. He will be helping…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Boiling Springs Branch is Truliant’s latest in Upstate S.C. expansion
March 12, 2025
Truliant, a top 100 U.S. credit union, announced the opening of a new branch location in Boiling Springs, S.C., as part of its ongoing expansion in Upstate South Carolina. The…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
New market executives take Palmetto State Bank into Greenville and Charleston
March 11, 2025
Othniel Laffitte and Ted Malinowski are the new market executives for Palmetto State Bank, and they are the vanguard of an exciting new venture for the venerable Lowcountry community bank.…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
CEO Andy Westbrook leads Palmetto State Bank as it welcomes new opportunities
March 11, 2025
Andy Westbrook is the new president and CEO of Palmetto State Bank. In this position he will lead a venerable community bank that has faithfully and effectively served customers in…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
The Southern Bank invests in the future: supporting community growth through associate development
March 10, 2025
The Southern Bank, a community bank with seven branches across South Carolina and Georgia, announced the appointment of Jacob Mallon as the newest member of the team, serving as a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, employment, on-the-move
Bank of America museums on US® offers free admission March 1st and 2nd
March 3, 2025
WHAT: Bank of America, Merrill and Bank of America Private Bank cardholders can receive FREE general admission to two cultural attractions Saturday and Sunday. Partner institutions, International African American Museum…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, on-the-move, the-arts
Founders Federal Credit Union names Ray Tanner to Board of Directors
February 28, 2025
The Founders Federal Credit Union Board of Directors has appointed Ray Tanner to serve as a director, effectively immediately. Bruce Brumfield, Chief Executive Officer made the announcement this morning following…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
VentureSouth and Vicinity announce joint venture to create the premier platform for local alternative investing
February 26, 2025
VentureSouth and Vicinity announced a powerful new joint venture to create the premier platform for local alternative investing – Vicinity Ventures. Vicinity Ventures combines the strengths of VentureSouth and Vicinity…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, headlines, hi-tech-information-tech, local-industry, on-the-move, technology
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
