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…
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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…
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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…
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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.…
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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…
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First Reliance Bank celebrates the grand opening of its regional headquarters
January 18, 2023
First Reliance Bank celebrated the grand opening of its regional headquarters with a ribbon-cutting ceremony held at its retail and corporate offices in downtown Columbia on Thursday, January 12, 2023.…
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VentureSouth reports major milestones for 2022
January 17, 2023
Greenville, S.C. – VentureSouth reported its results from a momentous year in 2022. As one of the nation’s leading early-stage investment organizations, the firm achieved several significant milestones last year despite…
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United Community Bank Foundation donates to Urban League affiliates across the Southeast in honor of Martin Luther King, Jr. Day
January 16, 2023
In honor of Martin Luther King, Jr.’s legacy, the United Community Bank Foundation donated $25,000 to Urban League affiliates across its footprint. The Urban League’s dedication to economic empowerment aligns…
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Countybank successfully completes swipe to donate campaign
January 12, 2023
Countybank announced that it has successfully completed its third annual swipe to donate campaign that occurred throughout December 2022. “We could not be more thankful to our customers for consistently…
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Countybank Foundation donates $5,000 to Next Level Lifestyles
January 9, 2023David Tompkins, Greenwood Market Executive for Countybank, recently presented a check for $5,000 to Next Level Lifestyles to support their operation. The donation was given on behalf of the Countybank…
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SAFE Federal Credit Union members get over $2 million from giveback program
January 4, 2023
SAFE Federal Credit Union members received annual bonus dividends and interest rebates totaling over $2.16 million—one of the highest givebacks in the credit union’s history. Distributed on January 1, the…
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First Bancorp completes acquisition of GrandSouth Bancorporation
January 3, 2023
First Bancorp (NASDAQ: FBNC) announced the completion of its acquisition of GrandSouth Bancorporation (“GrandSouth”), the parent company of GrandSouth Bank, on January 1, 2023. The merger solidifies First Bank’s position…
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SAFE Federal Credit Union promotes Wayne Keels to Vice President of Continuous Improvement and Project Management
December 14, 2022
SAFE Federal Credit Union announced the promotion of Wayne Keels to Vice President of Continuous Improvement and Project Management. “Wayne Keels has brought tremendous value to SAFE by streamlining our…
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J.E. Wilson Advisors joins Apollon Wealth Management
December 12, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a premier provider of full-service wealth management solutions, announced the addition of J.E. Wilson Advisors, LLC, one of the first fee-only financial planning…
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SCRA announces new members and grant funding
December 6, 2022
Baleen Solutions, FinSiteful, PeriopHealth, Real Motors, and Sagacity were accepted as South Carolina Research Authority Member Companies. Baleen Solutions, CarbonCents, Elevate Therapeutics, Incora Health, ProTrustee, and Sojourn MedTech received new…
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SouthState welcomes veteran bankers to South Carolina team
December 5, 2022
SouthState Bank has hired seven bankers who bring years of expertise and relationship building to both South Carolina and Alabama. “Our South Carolina and Alabama markets welcome seven skilled and knowledgeable bankers with experience in…
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Comerica Bank expands Southeast market presence into South Carolina, Georgia
December 5, 2022
Comerica Bank announced the expansion of its new Southeast Market with the recent addition of offices in two states new to its regional footprint – South Carolina and Georgia. Expansion…
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South Carolina Federal Insurance Solutions* acquires Arthurs Insurance
November 30, 2022
South Carolina Federal Credit Union’s wholly owned subsidiary, South Carolina Federal Insurance Solutions*, has acquired the assets of Arthurs Insurance & Risk Management Services, an independent insurance agency located in…
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AgFirst welcomes Darrick Paul as Chief Human Resources Officer
November 17, 2022
AgFirst Farm Credit Bank welcomed new Chief Human Resources Officer Darrick Paul. Paul was selected after an extensive nationwide search and will serve on the bank’s executive management team. Paul…
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Highest Morningstar rating for Wallick Investments Fidelis’ 3-, 5-, 10-year and Overall risk-adjusted performance
November 15, 2022Wallick 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 September 30, 2022 (see chart). Only the…
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United Community Bank Team to honor Veterans Day through grassroots efforts and donations across their communities
November 10, 2022
In observance of Veterans Day, employees of United Community Bank (United) are celebrating America’s veterans through acts of kindness and service across their five-state footprint. Teams across the Southeast are…
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SAFE Federal Credit Union Senior Vice President and Chief Lending Officer receives CUNA Rising Star Award
November 9, 2022
CUNA Lending Council honored a member of SAFE Federal Credit Union’s leadership team at their recent conference in San Diego, California. Drew Huckeba, SAFE’s Senior Vice President and Chief Lending…
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VentureSouth welcomes two new team members
November 3, 2022VentureSouth, one of the largest angel investment groups in the US, is excited to announce the addition of two new team members to support its continuing growth. Mallory Lucas joins…
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TD Bank names Jacob Yost Senior Relationship Manager
October 26, 2022
TD Bank has named Jacob Yost as Senior Relationship Manager, serving the South Coast market of South Carolina, which includes the regions of Charleston, Summerville and Hilton Head. As Senior…
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Southern First reports results for third quarter 2022
October 25, 2022
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended September 30, 2022. “The third quarter saw exceptional growth for…
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Gary T. Pope Jr, public finance attorney at Pope Flynn, earns SCEDA Institute Certificate
October 18, 2022
Gary T. Pope Jr, a public finance attorney with Pope Flynn, a Columbia-headquartered law firm concentrating in public finance and governmental law, has completed a year-long program with the South…
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Wallick Institutional welcomes Eric Blake
October 12, 2022
Nationally-ranked Wallick Investments, LLC, a South Carolina-based registered investment advisory firm, is proud to announce that Mr. Eric Blake, a senior risk management operations analyst with TD Bank, has joined…
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First Reliance Bank recognized as a Top 100 workplace by the Dave Thomas Foundation for Adoption
October 11, 2022
First Reliance Bank has been recognized in the Top 100 workplaces by the Dave Thomas Foundation for Adoption, a national, nonprofit public charity dedicated to finding forever families for children…
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TD Bank Partners with PGA REACH Carolinas Foundation
October 10, 2022Partnership to Focus on Enhanced Opportunities for Disabled Veterans Through Golf TD Bank has partnered with the PGA REACH Carolinas Foundation to enhance opportunities for disabled Veterans. PGA REACH Carolinas…
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First Community Bank announces seminar for minority businesses
September 30, 2022
First Community Bank is pleased to host the “Access to Capital for Minority Businesses” seminar on October 12, 2022, from 9:00am – 11:30am at Columbia International University. Peter Shand, President…
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The Southern Bank announces Board of Directors
September 26, 2022
Executives from The Southern Bank announced the new board of directors: Jamin M. Hujik, Scott M. Frierson, F. Andrew Mitchell, Scott Brandon, Frank J. Cole Jr., J. Preston Conner, Dean…
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Attracting and Retaining Today’s Workforce
September 20, 2022
By South Carolina Treasurer Curtis M. Loftis, Jr. As State Treasurer I’ve had the privilege of visiting many successful businesses where I’ve enjoyed meeting with the leadership teams responsible for…
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Solidarity with Israel: SC Treasurer Curtis Loftis declines annual ratings call with Morningstar
September 18, 2022
State Treasurer Curtis Loftis announced today that his office would not participate in the annual rating calls for the state’s 529 plan with Morningstar because of concerning reports that the…
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Daniel Fowler joins professional recruiting firm Forge Search as recruiter
September 15, 2022
Daniel Fowler has joined Greenville-based Forge Search + Consulting as a recruiter after a four-year stint with Furman University as men’s basketball Director of Recruiting and Special Assistant to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, employment, employment-agencies, marketing-and-communications, on-the-move
SC Launch Inc. announces investment in BILDIT
September 15, 2022
COLUMBIA, SC – South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in BILDIT. The $200,000 investment will help the startup continue excelling in the e-commerce market where…
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VentureSouth announces new leadership for Midlands group
September 9, 2022VentureSouth, one of the United States’ largest angel investment groups, is excited to announce new leadership for its Midlands group, which serves investors in Columbia, S.C., and surrounding areas. Effective…
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Wallick Investments’ Index inspires FDLS ETF
September 1, 2022After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC, has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is…
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Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
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SC Launch Inc. announces investment in AICG
August 31, 2022
South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in AICG. The $250,000 investment will help the startup continue excelling as a leader in machine learning, data integration, and…
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Hassell elected South Carolina Bankers Association Chairman
August 30, 2022
Fleetwood S. Hassell, president and chief executive officer of The Bank of South Carolina Corporation and its subsidiary Bank of South Carolina has been elected chairman of The South Carolina…
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Emily Tarney named Insurance Planning Director
August 25, 2022
Morgan Stanley announced that Emily Tarney, a Financial Advisor in the firm’s Columbia office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation.…
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Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, was recognized as the No. 5 Best Overall Bank in Bank Director’s annual “Ranking Banking” Report. Bank Director…
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Southern First names Cal Hurst as President
August 23, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Cal Hurst to President. Hurst has served as Chief Banking Officer and Executive Vice…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Jacob D. Wallick earns CFA® Charter
August 11, 2022
Nationally-ranked Wallick Investments, LLC, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, portfolio manager and managing director of Wallick Institutional, has passed…
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Highest Morningstar Rating continues for WI Fidelis 10-year and overall risk-adjusted performance
August 5, 2022
COLUMBIA, S.C. – Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 110 Mid-Cap Blend products, and a 5-Star Morningstar…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Movement Mortgage names Sarah Middleton Chief Growth Officer
August 3, 2022
INDIAN LAND, SC – Movement Mortgage (Movement), the nation’s sixth-largest retail mortgage lender, is expanding its leadership team with the creation of two new positions focused on the growth and…
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1801 Venture Club announced as presenting sponsor of Gamecock Central Kickoff event
August 2, 2022
Steel Hands Brewing in partnership with Gamecock Central is pleased to announce the 1801 Venture Club as its presenting sponsor for the 2nd Annual Gamecock Central Kickoff Party to be…
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David Boulware named Best Mortgage Lender
August 2, 2022
David Boulware, Mortgage Loan Officer at First Reliance Bank, has been named the “Best of the Pee Dee’s 2022 Best Mortgage Lender” Winner. Boulware began his finance career in 1998…
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