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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, 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.…
Read MorePosted in: upstatebizsc Category: banking-and-finance, 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
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, non-profit, on-the-move
JEHM Wealth & Retirement expands their current office space, acquires lot to build a future office on
January 12, 2023
JEHM Wealth & Retirement , a locally owned Registered Investment Advisory & Insurance Agency with a focus on retirement planning, announced that on December 1, 2022, they expanded their current…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank Associates receive officer appointments
December 20, 2022Countybank announced that Kevin Duncan, Tremayne Lee, and Dayle Mumford have been appointed Senior Vice President by the Countybank Board of Directors. Duncan, Greer City Executive, joined Countybank in 2017…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
TD SYNNEX Share the Magic distributes $1.6 million to Upstate children’s charities
December 15, 2022
A Child’s Haven, Clement’s Kindness, Make-A-Wish® South Carolina and Pendleton Place receive largest distribution in event history TD SYNNEX Share the Magic, a charitable fundraising initiative created by Peter Larocque,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Countybank and Greenwood Capital donate $5,000 to Burton Center
December 13, 2022Associates from Countybank and Greenwood Capital recently presented a check for $5,000 to the Burton Center on behalf of the Countybank Foundation. The donation was made in honor of Jeff…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank launches debit card donation swipe campaign
December 1, 2022
Countybank announced the launch of its third annual debit card swipe campaign that results in contributions to local organizations through the Countybank Foundation. “As the holidays quickly approach, we are…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Wagner Wealth Management hires Hayden Turlington as new financial advisor
November 30, 2022
The Wagner Wealth Management team is celebrating the addition of their newest financial advisor, Hayden Turlington. As a seasoned financial advisor, Turlington has previously held the position at Raymond James…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Community Bank adds new Chief Marketing Officer
November 29, 2022
United Community Bank is bolstering its executive leadership team by adding banking veteran Abraham Cox as Chief Marketing Officer. In this role, Cox will be responsible for amplifying the company’s…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank and Greenwood Capital pledge almost $79,000 to United Way
November 29, 2022Countybank and Greenwood Capital donated $78,916.35 as part of their annual Pacesetter Campaign, which was then distributed to the local United Way organizations in the Greenwood, Greenville/Greer, and Anderson…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
United Community Bank earns 6th consecutive recognition as a Best Banks to Work For
November 15, 2022
United Community Bank shared it has once again been named one of the Best Banks to Work For in 2022 by American Banker and Best Companies Group. This recognition is…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
United Home Loan Services, Inc. announces new offer to lower home buying costs
November 6, 2022
United Home Loan Services, Inc. announced a new offer to pay home appraisal costs for borrowers who originate a mortgage with its team of loan originators by December 31, 2022,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Countybank ranked top SBA 7(a) South Carolina-based lender
November 3, 2022The South Carolina District Office of the U.S. Small Business Administration recently ranked Countybank No. 1 in total loan dollar volume for 2022 among all South Carolina-based SBA 7(a)…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Truliant opens regional office, plans to hire 60, add three locations with Upstate expansion
October 26, 2022Truliant Federal Credit Union announced that it has started its South Carolina market expansion with a ribbon cutting at the Truliant Upstate Regional Office in downtown Greenville. The expansion also…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
The Southern Bank expands team with Controller and Compliance Officer hires
October 25, 2022
SPARTANBURG, SC – The Southern Bank announced its newest hires, Lisa Burgess and Steven Bohner. Burgess has joined the team as the bank’s Controller, and Bohner has been hired as…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
