Justin Strickland, First Reliance Bank President, joins Lexington Medical Center as Vice Chair
April 3, 2024
Justin Strickland, President of First Reliance, has been appointed Vice Chair of the Lexington Medical Center Board of Directors. The Lexington Medical Center Board of Directors shares a commitment to…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Synovus introduces Accelerate Pay for business payments
April 3, 2024
Synovus has launched AccelerateTM Pay, a new payment solution that enables commercial banking clients to initiate account payable payments in several different payment types while minimizing the use of checks. The…
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Justin Strickland, First Reliance Bank President, joins Lexington Medical Center as Vice Chair
April 2, 2024
Justin Strickland, President of First Reliance, has been appointed Vice Chair of the Lexington Medical Center Board of Directors. The Lexington Medical Center Board of Directors shares a commitment to…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
Lawsuit says Bitcoin Depot, Circle K knowingly facilitated swindle of elderly
March 21, 2024
HAMPTON, S.C. – Parker Law Group has filed a lawsuit in Richland County Court of Common Pleas alleging that Bitcoin Depot, an operator of “Bitcoin ATMs,” and Circle K Stores…
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Pope Flynn receives two Tier 1 Public Finance rankings for Charlotte and Columbia
March 19, 2024
Also One Tier 2 Public Finance National Ranking by U.S. News – Best Lawyers® “Best Law Firms” for 2024 Pope Flynn, a Columbia-headquartered law firm concentrating in public finance and…
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Wallick Investments now offers holistic financial planning
March 6, 2024
South Carolina-based RIA firm Wallick Investments, LLC announced the addition of a new financial planning service line to complement its long-standing investment advisory and portfolio management services. This new service…
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Focusing on Cash Flows in a Climate of Higher Interest Rates
February 28, 2024
By Kristen S. Jerome, CPA Partner, Bauknight Pietras & Stormer Back to the Basics of Cash Flow Management In the decade following the 2008 financial crisis, the Fed kept…
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SAFE Federal Credit Union expands with 19th branch in Irmo, SC
February 28, 2024
SAFE Federal Credit Union formally marked the opening of its 19th branch location in Irmo, SC with a Ribbon Cutting Ceremony on February 26. In addition to SAFE’s executive leadership team,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
D. Garet Strange, CFP has been promoted to Shareholder of Hobbs Group Advisors
February 26, 2024
D. Garet Strange, CFP has been promoted to Shareholder of Hobbs Group Advisors, LLC in the Columbia office. Prior to being named Shareholder, Garet was the Executive Vice President of…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, on-the-move
Private lending industry veteran Stephan Leccese joins Lima One Capital’s senior management team
February 21, 2024
Lima One Capital, the nation’s premier lender for real estate investors, has added Stephan Leccese as Managing Director of Operations. In this newly created role, Leccese oversees core operational functions…
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South Carolina Federal opens new financial center in Five Forks
February 21, 2024
South Carolina Federal Credit Union has opened its fourth financial center in the Greenville area at 2536 Woodruff Road in Simpsonville. The credit union’s Five Forks location features two teller…
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VentureSouth celebrates 10 years & announces 2023 results
February 16, 2024
VentureSouth, the Southeast’s largest early-stage investment organization, is thrilled to announce its 10th anniversary, marking a decade of an unwavering commitment to “make money, have fun, and do good.” VentureSouth began…
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Abacus Planning Group welcomes Lucy James to its Client Service Team
January 29, 2024
Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Lawrence Flynn, public finance attorney at Pope Flynn, named Best Lawyers® 2024 Public Finance Law and Utilities Law “Lawyer of the Year” in Columbia
January 26, 2024
Lawrence Flynn, a public finance and governmental law attorney and member of the management team with Pope Flynn, has received “Lawyer of the Year” in Public Finance Law for Columbia…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move, utilities
First Reliance Bank promotes Shanell Cook to Treasury Services Officer
January 26, 2024
Shanell Cook has been promoted to Treasury Services Officer for the Winston-Salem branch. As Treasury Services Officer, she supports the team’s effort to grow the bank’s deposit base through treasury…
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TD Bank targets $20 billion to spark economic opportunities for diverse and underserved communities across 15 states and Washington, D.C.
January 24, 2024
Community Impact Plan continues TD’s local engagement with three-year roadmap $10B in support of residential lending for LMI and/or minority borrowers $7.5B in community lending and investment $2.8B in small…
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Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024
Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office…
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Southern First reports results for 2023
January 19, 2024
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2023. “We are pleased with our…
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First Reliance partners with Apiture for digital banking platform
January 18, 2024
First Reliance Bank announced that through its partnership with Apiture, Apiture has received an award, marking its third consecutive win for digital banking innovation. The awards program celebrates outstanding achievements…
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South Carolina Federal now accepting applications for $45,000 in scholarships
January 11, 2024
South Carolina Federal Credit Union is now accepting applications for its 14th annual scholarship program. The credit union will award $45,000 to nine students attending a traditional or technical college…
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First Reliance Bank founder’s father leaves a legacy
January 11, 2024
Freddie Saunders, 86, of Florence, South Carolina, died peacefully on January 9, 2024, at the McLeod Health Hospice Care. Freddie was born in Sumter, South Carolina, on May 24, 1937,…
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The Rast McFadden Wealth Management Group named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management Teams
January 10, 2024
Morgan Stanley (NYSE: MS) today announced that The Rast McFadden Wealth Management Group based in Columbia, SC, has been named to Forbes Magazine’s 2024 list of America’s Best-In-State Wealth Management…
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First Community Bank announces leadership moves
January 10, 2024
First Community Bank announced promotions and additions to its executive leadership team. Effective July 1, 2024, J. Ted Nissen will become CEO of First Community Bank while still retaining the…
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AgFirst welcomes Irvinder Singh as new Chief Information Officer
January 8, 2024
AgFirst Farm Credit Bank announced the appointment of Irvinder Singh as Chief Information Officer, effective Jan. 1. Singh joined AgFirst in July 2023 as the Principal Director of Technology responsible…
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City of Cayce one of six SC local governments to receive Distinguished Budget Presentation Award
January 8, 2024On January 2, at the first Cayce City Council meeting of 2024, the City of Cayce received the Distinguished Budget Presentation Award for Fiscal Year 2023- 2024 and the Certificate…
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SAFE Federal Credit Union to give over $27,000 in scholarships to South Carolina students
January 2, 2024
South Carolina high school seniors are being invited to apply for eleven $2,500 college scholarships introduced by SAFE Federal Credit Union. The initiative is part of the credit union’s newly…
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The proposed Credit Card Competition Act (CCCA) is not good for small business
December 19, 2023
By Chris Merritt Merritt Roofing In 2016, I started Merritt Roofing, a small business serving homeowners in York County, SC and the greater Charlotte, NC area. Over these past seven…
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Resource Financial Services grants more than $1 million in waived lender fees to military service members and their families
December 14, 2023
Resource Financial Services, South Carolina’s largest privately owned mortgage banker, announced it has waived more than one million dollars in lender fees on VA Home Loans since 2020. That’s an…
Read MorePosted in: midlandsbiz Category: banking-and-finance, military, on-the-move, veterans
Palmetto Citizens names new chief revenue officer
December 12, 2023
Palmetto Citizens Federal Credit Union announced Carol Addy as their new chief revenue officer (CRO). As CRO, she will oversee their mortgage, commercial lending, and wealth management divisions. Addy brings…
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Steve Howard joins First Reliance Bank
December 7, 2023
Steve Howard has joined First Reliance Bank as Market President for the Lake Norman/Charlotte Market where he will be responsible for the strategic market expansion of the bank’s footprint. As…
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SAFE Federal Credit Union Vice President of Branch Operations honored as Professional of the Year
December 7, 2023
SAFE Federal Credit Union’s Vice President of Branch Operations, Brandon Oliver, was named 2023 Professional of the Year by the Credit Union National Association (CUNA) Operations and Member Experience Council.…
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Mandatory minimum requirement for employers to upload W-2s online has changed
December 5, 2023
Employers who file at least 10 W-2 or 1099 forms with South Carolina withholding are now required to submit those documents to the South Carolina Department of Revenue (SCDOR) using…
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Time to Boost Savings and Lower Taxes
December 5, 2023
By State Treasurer Curtis Loftis There’s no escaping the hustle and bustle of December. Even if you love gift shopping, Christmas music, and holiday parties, the end of the…
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Preparing for tax season? You can now access past copies of Individual Income Tax returns on MyDORWAY!
November 28, 2023
What you need to know: Taxpayers can now access transcripts of past SC Individual Income Tax returns if they have an account in MyDORWAY, the SCDOR’s free online tax portal.…
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Arthur State Bank hires experienced commercial banking officer in Columbia
November 13, 2023
Arthur State Bank, a community bank with 18 local branches in South Carolina, announced the hire of Ashley Rider as commercial banking officer for its Columbia, South Carolina, locations. Rider…
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Mark Schepp joins First Reliance
November 9, 2023
Mark Schepp joined First Reliance Bank as Vice President Residential Lending Specialist where he will work out of the Johnnie Dodds Blvd., Corporate Center location in Mount Pleasant, SC. He…
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Applying for a Property Tax exemption? We have tips to help!
November 7, 2023
What you need to know: South Carolina offers Property Tax exemptions to those who meet certain requirements, including many military veterans, disabled former firefighters, and disabled former law enforcement officers.…
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State Treasurer Curtis Loftis urges South Carolinians impacted by ACI Worldwide unauthorized consumer transfers to act before Nov. 13 deadline
November 2, 2023
More than 7,500 eligible to receive restitution for unauthorized financial exposure. State Treasurer Curtis Loftis is urging South Carolina consumers impacted by a 2021 testing error that involved ACI Payments,…
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Selecting a Credit Card
October 27, 2023
By Carman M. Young, CFP® Credit card companies can be aggressive in marketing their cards and their perks. Who doesn’t want a free trip to Europe? With so many options…
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Southern First opens Dream Mortgage Center in Columbia
October 26, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, announces the opening of its new Dream Mortgage Center in Columbia, South Carolina. Southern First’s mission is to impact lives…
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George Smythe joins First Reliance Bank as Senior Vice President Residential Lending Specialist
October 19, 2023
George Smythe has joined First Reliance Bank as Senior Vice President Residential Lending Specialist. In his role, George is responsible for establishing and maintaining mortgage banking relationships with referral partners…
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Abacus Planning Group’s founder, Cheryl R. Holland, CFP ®, inducted into Barron’s Advisor Hall of Fame
October 19, 2023
For the last 10 years, Cheryl Holland has been ranked as a Top 100 Advisor by Barron’s. This impressive feat has earned Ms. Holland a spot in the Barron’s Advisor…
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South Carolina Federal wins three “Best Place to Work” awards
October 18, 2023
South Carolina Federal Credit Union recently won three awards from local and industry news media for being a Best Place to Work. The credit union’s achievements include: • SC Biz…
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SCDOR named 2023 PEBA Partners Award overall award winner
October 17, 2023
The South Carolina Department of Revenue (SCDOR) has been named the 2023 overall winner of the PEBA Partners Award, an honor bestowed by the South Carolina Public Employee Benefit Authority…
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SC Launch Inc. invests in SiteLabs
October 10, 2023
Daniel Gambrell, investment associate, SCRA, Darren Schaupp, co-founder and CEO, SiteLabs South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in SiteLabs. The $250,000 investment will help the Seneca-based startup scale…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
United Community employees recognize World Animal Day through acts of service across its footprint
October 5, 2023
United Community’s employees are coming together for the third consecutive year to support the welfare of the voiceless for World Animal Day. Throughout the first half of October, teams across…
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South Carolina Community Loan Fund awarded $50M in New Market Tax Credits, one of three awardees in the state
October 3, 2023
The South Carolina Community Loan Fund (SCCLF) announced its award of $50 million in New Market Tax Credit (NMTC) allocations from the U.S. Department of Treasury CDFI Fund. SCCLF was…
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Jesse Smith named as new Executive Director of JEDA
September 27, 2023
Jesse A. Smith has been elected the new Executive Director of the South Carolina Jobs-Economic Development Authority (JEDA), with his appointment effective October 1. Smith is succeeding Harry A. Huntley,…
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Four Governance Questions for Endowment Management
September 27, 2023
By Anne Marie Ashworth To create an environment for good governance, endowments should assess whether they have the appropriate models for optimal long-term portfolio management, oversight and management, fiduciary responsibility,…
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Abacus Planning Group Advisor earns IRS Enrolled Agent designation
September 21, 2023
Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the…
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