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
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…
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
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…
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…
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How South Carolina businesses can prepare for an economic downturn
January 12, 2023
By Thomas Anderson Following a global pandemic, South Carolina finance executives have redefined adaptability with warp-speed reconfiguration of capital investment plans. With a potential economic slowdown on the horizon in…
Read MorePosted in: lowcountrybizsc Category: advice, banking-and-finance, economic-development, on-the-move, op-ed
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
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz 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…
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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,…
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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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Idaho-based Tree City Advisors joins Apollon Wealth Management
December 14, 2022
CHARLESTON, SC – Apollon Wealth Management, LLC, a leading wealth management solutions firm, announced the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, 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
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, 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
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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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
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…
Read MorePosted in: midlandsbiz 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…
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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)…
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Social Venture Partners raise $143,700 at nonprofit showcase
November 1, 2022
Transformational investments for six small yet powerful nonprofits. Social Venture Partners Charleston (SVP) raised a total of $143,700 at its Empower Charleston nonprofit showcase, held on October 27. The funds…
Read MorePosted in: lowcountrybizsc Category: banking-and-finance, non-profit, 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
Arthur State Bank to participate in United Way of the Piedmont’s Stock the Pantry
October 25, 2022Arthur State Bank will host donation bins for the community until mid-November Arthur State Bank is proud to announce its participation in the United Way of the Piedmont’s Stock the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, philanthropy
Donna Rasile recognized by Fortune Magazine as a Five-Star Wealth Manager
October 25, 2022
Fortune Magazine has recognized Donna Rasile, Senior Vice President Investment Advisor at FinTrust Capital Advisors, as a Five Star Wealth Manager and is featured in the special Women in Wealth…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Countybank Foundation donates $25,000 to Greenwood Pathway House
October 20, 2022Countybank and Greenwood Capital recently donated $25,000 to Greenwood Pathway House (GPH). The donation will go toward the Pathway Village project. Pathway Village will provide housing and trauma-informed care for…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Countybank Foundation donates $10,000 to Anderson Interfaith Ministries
October 18, 2022The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, donated $10,000 to Anderson Interfaith Ministries (AIM). Jimmy Fowler, Anderson Market Executive for Countybank; Peggy Chamblee, Financial Center…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, law, on-the-move
United Community Bank to renovate West Main St. in the new year
October 13, 2022
As part of its commitment to investing in the Laurens community, United Community Bank will begin extensive renovations to improve its downtown Laurens branch beginning in early 2023. Due to…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
