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…
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First Community Bank celebrates official opening of Rock Hill office
April 6, 2023
First 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…
Read MorePosted in: midlandsbiz 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
United Community Bank opens new branch in downtown Charleston
April 4, 2023
United 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, 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…
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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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Citizens Bank enters into whole bank purchase of Silicon Valley Bridge Bank, N.A.
March 28, 2023
First-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, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
March 23, 2023On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor…
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Donna Nixon joins HUB International as Employee Benefits Strategist
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Donna Nixon joined as an Employee Benefits Strategist. Donna Nixon serves as Senior Vice President, Strategist/Business Development for Employee Benefits…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Cole Gore joins HUB International as Commercial Lines Advisor
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Cole Gore recently joined as a Commercial Lines Advisor in the Columbia office. Cole’s underwriting and marketing expertise will…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Angie Ferriell joins HUB International as Commercial Account Executive
March 22, 2023
Hub International Limited (HUB), a leading full-service global insurance broker, announced today that Angie Ferriell has joined HUB as a Strategic Account Executive working primarily on the HUB Carolinas Healthcare Practice Team.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, insurance, on-the-move
Lima One Capital adds Robert Greenberg to launch Lender Finance initiative
March 20, 2023
Lima One Capital continues to prove why it is the nation’s premier lender for real estate investors as it hires industry veteran Robert Greenberg to develop and launch a new…
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Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
March 20, 2023
South Carolina-based RIA firm Wallick Investments, LLC announced that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations…
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Southern First announces new Dream Mortgage Center in Columbia
March 16, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, announced our new Dream Mortgage Center. Southern First’s mission is to impact lives in the communities we serve, and we…
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David Parler joins First Reliance Bank as Residential Lending Specialist
March 15, 2023
David Parler has joined First Reliance Bank as Residential Lending Specialist and will be in the Columbia, SC, Main Street Branch. He will assist customers with their mortgage financing needs…
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HI Mark Capital announces equity investment from Bank of America
March 15, 2023
HI Mark Capital, the first majority Black-owned venture capital firm founded in South Carolina, has received an equity investment from Bank of America as part of the company’s commitment to…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, economic-development, entrepreneurship, on-the-move
South Carolina Federal hires new CFS* investment advisor
March 14, 2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
South Carolina Federal hires new CFS* investment advisor
March 14, 2023
South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
TD Bank names Jay Johnson Retail Market Manager of Midlands market
March 9, 2023
TD Bank has promoted Jay Johnson to Retail Market Manager of the Midlands, South Carolina market. In this role, Johnson helps build the customer-focused legendary culture unique to TD Bank…
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Countybank promotes Wells Dunlap to Senior Operations Officer
March 7, 2023
Countybank announced that Rufus Thornwell “Wells” Dunlap, V, has been appointed Senior Vice President by the Countybank Board of Directors. Additionally, he has been promoted to Senior Operations Officer of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank selects nominees for 2023 Leadership Academy
February 28, 2023United Community Bank has selected nineteen emerging leaders for the bank’s 2023 Leadership Academy, an internal professional development program including team members from across the five-state United Community Bank footprint.…
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Ron Acker joins Countybank as Professional and Executive Banking Relationship Manager
February 28, 2023
Countybank welcomed Ron Acker as Vice President, Professional & Executive Banking Relationship Manager in Greenville. Acker comes to Countybank with more than 30 years of experience in the financial services…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Drew Stevens named ‘Moore School Distinguished Young Alumni’
February 27, 2023
Drew Stevens was just selected as the 2023 ‘Moore School Distinguished Young Alumni Award’ recipient. He’s a Certified Financial Planner with Northwestern Mutual and a partner in the G3 Wealth…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Countybank Associate receives Officer appointment
February 23, 2023
Countybank announced that Christopher Kidwell has been appointed Banking Officer by the Countybank Board of Directors. Kidwell, Consumer and Business Relationship Manager, was appointed Banking Officer. He joined Countybank in…
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Tax tips for South Carolina college students
February 22, 2023
What you need to know: You may need to file a tax return depending on your gross income and whether or not your parents can claim you as a dependent.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, government, on-the-move
Founders Federal Credit Union gives $20 million back to members.
February 15, 2023
Founders Federal Credit Union Returns $20 Million to members through Super Loyalty Bonus Dividend Founders Federal Credit Union announced via a Super Bowl LVII Commercial it is returning $20 million…
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Highest Morningstar Rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance continues
February 14, 2023
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 3-, 5-, 10-year and Overall risk-adjusted performance as of December 31, 2022 (see chart). Only…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Love and money: Five tips for having healthy financial conversations with your partner
February 14, 2023
By Justin Hawkins Wells Fargo Branch Banking Region Director for South Carolina and Coastal Georgia Valentine’s Day is all about celebrating the love in your life, but ask anyone…
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Matt Hill joins Robinson Gray law firm as a member
February 13, 2023
Matthew B. Hill has joined Robinson Gray law firm as a member. Matt‘s practice primarily focuses on the areas of commercial real estate, banking, and finance. He regularly provides guidance…
Read MorePosted in: midlandsbiz Category: banking-and-finance, commercial-real-estate, law, on-the-move
The Southern Bank hires Branch Manager for expansion branch in Spartanburg
February 8, 2023
The Southern Bank has named Michael Reeder as Branch Manager of the Spartanburg location. Reeder has more than two decades of experience in the financial industry in upstate South Carolina.…
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Emily Tarney, CFP® named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 7, 2023
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Financial Advisor with The Rast McFadden Wealth Management Group in Columbia has been named to the Firm’s Pacesetter’s Club,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, insurance, local-industry, on-the-move
World Finance named a Top Workplaces USA winner for the third consecutive year
February 7, 2023
Award distinguishes the company as a leader in culture, employee satisfaction World Finance has ranked 44th nationally as a 2023 Top Workplaces USA winner in the large business category (over…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Bank of the Lowcountry welcomes Graham Holcombe
February 6, 2023
Bank of the Lowcountry announced Graham Holcombe as the company’s new Senior Vice President and City Executive responsible for leading the Bank’s growth in Beaufort, SC. “Graham is a true…
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Southern First welcomes Steve Hunter as Team Leader, Senior Vice President in Columbia
February 3, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, welcomed Steve Hunter as Team Leader and Senior Vice President in Columbia, South Carolina. Hunter joins Southern First…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Applications and nominations now being accepted for the 2nd Annual Palmetto Venture Fellowship
February 2, 2023
Venture Carolina, a nonprofit organization committed to connecting investors and entrepreneurs, has partnered once again with VentureSouth, one of the country’s largest early-stage investment organizations, and the South Carolina Department of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Truliant plans rapid growth in S.C. Upstate with more than 10 locations
February 1, 2023WINSTON-SALEM, N.C. – Truliant Federal Credit Union announced plans for four new branch locations in Upstate South Carolina in the next three years, with a goal of more than ten…
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3 investments that will give your small business a boost
February 1, 2023
By Adriana Fominaya Sometimes you have to spend money to make money, and although that may feel like a risky proposition for a small business owner, there are areas where…
Read MorePosted in: upstatebizsc Category: banking-and-finance, economic-development, local-industry, on-the-move
Resource Financial expands North Carolina service with new mortgage bankers
February 1, 2023
Resource Financial Services announced the addition of nine new mortgage loan originators to its staff. These experienced mortgage bankers are each licensed in several Southeastern states and will be based…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move, residential-real-estate
The Rast McFadden Wealth Management Group named to Forbes Magazine’s Best-In-State Wealth Management Teams
January 30, 2023Morgan Stanley (NYSE: MS) announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
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Southern First reports results for fourth quarter 2022
January 24, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three and twelve months ended December 31, 2022. “Southern First continues…
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Fun and Easy Lessons in Saving
January 18, 2023
By: South Carolina State Treasurer Curtis Loftis, Administrator of Future Scholar College Savings Plan Helping the children of South Carolina grow up to be financially literate adults is a particular…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, on-the-move
