Leasing vs. Buying a Car: Which one is right for you?
June 30, 2023
By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Countybank Foundation donates $25K to Hospice & Palliative Care of the Piedmont
June 29, 2023Countybank and Greenwood Capital recently presented a check for $25,000 to Hospice & Palliative Care of the Piedmont. The donation was given on behalf of the Countybank Foundation, which was…
Read MorePosted in: upstatebizsc Category: banking-and-finance, health-care, non-profit, on-the-move
Dr. Mark K. Pyles joins Greenwood Capital investment team
June 28, 2023
Greenwood Capital is pleased to announce the addition of Dr. Mark K. Pyles, CFA® to the investment team as the Director of Multi-Asset Strategies. Dr. Pyles first joined Greenwood Capital…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Jones elected South Carolina Bankers Association chairman
June 26, 2023
Boyd B. Jones, Senior Director, Middle Market Corporate Banking, Synovus, has been elected chairman of The South Carolina Bankers Association (SCBA). He was elected by a vote of SCBA members…
Read MorePosted in: lowcountrybizsc, upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $7,500 to Community Initiatives
June 21, 2023
Countybank and Greenwood Capital recently presented a check for $7,500 to Community Initiatives, Inc. The donation was given on behalf of the Countybank Foundation, which was established in 1971 and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
UnidosUS launches HOME initiative to create four million Latino homeowners by 2030
June 15, 2023
The initiative will help break down barriers to homeownership for Latinos; Wells Fargo signs on as first anchor funder UnidosUS, a nonprofit, nonpartisan Hispanic civil rights organization, has launched HOME…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Lima One Capital expanding U.S. headquarters in Greenville County
June 15, 2023
Lima One Capital expanding U.S. headquarters in Greenville County $51.4 million investment will create approximately 300 new jobs Lima One Capital, one of the nation’s premier lenders for real estate…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, on-the-move
Countybank Foundation supports A Place for Us Ministries Renew Hope Camps
June 13, 2023
Countybank and Greenwood Capital recently presented a check for $500 to A Place for Us Ministries. The donation was given on behalf of the Countybank Foundation, which was established in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
First Community Bank Leadership Institute graduates “Tackle Hunger” in the Upstate
June 12, 2023
First Community Bank is pleased to announce the successful completion of its “Tackling Hunger” campaign with more than 4,000 non-perishable food items collected and donated to local organizations. The campaign…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Reminder: Your state tax refund may be lower next year due to withholding adjustments
June 8, 2023
What you need to know: With the Withholding Tax Table updates, less taxes are being withheld from paychecks in 2023, which may result in reduced refunds next year For those…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SCRA announces new finance and administration director
June 8, 2023
The South Carolina Research Authority announced its new director of finance and administration, Laura Terry, who is responsible for leading the strategic direction of SCRA’s finance and administration function. She also serves…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
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…
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, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank names Frank Townsend III as Chief Lending Officer
June 5, 2023
The 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.…
Read MorePosted 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 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…
Read MorePosted 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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
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, 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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces National 529 Day celebration with $529 college savings grants
May 18, 2023
State 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance
Countybank Foundation presents donation to Greenwood Abbeville Little League
May 16, 2023
Countybank 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, government, on-the-move
The Southern Bank names Executive Vice President and Chief Administrative Officer
May 3, 2023
The 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s Jack Lucas promoted to Simpsonville Market Executive
May 3, 2023
Countybank 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community partners with Greenlight to help families raise financially-smart kids and teens
April 25, 2023
United 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…
Read MorePosted 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,…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
HBO’s Succession Provides Important Lesson for Local Business Owners
April 20, 2023
By 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…
Read MorePosted in: upstatebizsc Category: advice, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted 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…
Read MorePosted 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank reveals upcoming construction plans for Laurens branch
April 12, 2023
As 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…
Read MorePosted in: upstatebizsc, laurenscountybuzz 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023
It’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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
UBS advisor teams in South Carolina named to the Forbes Best-In-State Wealth Management Teams list
April 8, 2023
UBS 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Arthur State Bank celebrates 90 years of service to the Upstate community
April 7, 2023
April 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis names Melissa Simmons as Deputy State Treasurer
April 5, 2023
South 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, entrepreneurship, on-the-move
SCDOR Tax Tips: tax credits for SC business owners that could lower their tax liability
April 4, 2023
If 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, 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…
Read MorePosted 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…
Read MorePosted 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
World Finance named one of Newsweek’s Most Trustworthy Companies in America 2023
March 30, 2023
Award 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, headlines, 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
