Trey Martin earns fourth honor of 2023
August 16, 2023
For Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, the year 2023 has truly been one for the record…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
How to file the final tax return for a deceased taxpayer
August 15, 2023
What you need to know: When someone dies, their surviving spouse, an executor, or an administrator normally files the deceased taxpayer’s final Income Tax return. On the South Carolina Individual…
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Gary T. Pope Jr. and C.D. Rhodes selected by South Carolina Super Lawyers for 2023 “Rising Stars” list in Government Law
August 14, 2023
Gary T. Pope Jr. and C.D. Rhodes, attorneys concentrating in public finance and government law with Pope Flynn, have been named to the “Rising Stars” list in Government Law for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, law, on-the-move
SCDOR’s new Teacher’s Guide to SC Individual Income Tax aims to help students learn about state taxes
August 10, 2023
What you need to know: The SCDOR’s new Teacher’s Guide to SC Individual Income Tax will help middle and high school students learn the basics of South Carolina Individual Income…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, government, on-the-move
TATT holds Elevate Upstate Grant Workshop; Application deadline is September 22
August 8, 2023
Ten at the Top recently held an Elevate Upstate Grant Workshop at the nearly completed Bridgeway Station. Over 30 potential grant applicants heard from River Hughes (of grant benefactor Hughes…
Read MorePosted in: upstatebizsc Category: banking-and-finance, economic-development, non-profit, on-the-move
Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination
August 4, 2023
Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, insurance, marketing-and-communications, on-the-move
Mission 46 aspires to transform South Carolina through scholarships
July 31, 2023Groundbreaking program intends to expand college access in all 46 South Carolina counties An ambitious initiative aims to eliminate the financial barrier to college for bright, under-resourced South Carolina students,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, headlines, on-the-move
Five ways to spend unused 529 plan funds
July 26, 2023
Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, on-the-move
Trey Martin named to AdvisorHub’s 200 Fast Growing Advisors to Watch
July 26, 2023
Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, has been recognized as one of AdvisorHub’s 200 Fast Growing Advisors…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Southern First reports results for second quarter 2023
July 26, 2023
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended June 30, 2023. “I am proud of our…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Oconee Federal to merge with Mutual Savings Bank
July 20, 2023
SENECA, SC. & HARTSVILLE, SC – Oconee Federal Financial Corp. (NASDAQ: OFED) (“the Company”), the holding company for Oconee Federal Savings and Loan Association, and the majority-owned subsidiary of Oconee…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Oconee Federal Financial Corp. announces voluntary NASDAQ delisting and SEC deregistration
July 20, 2023
SENECA, SC – Oconee Federal Financial Corp. (the “Company”) (NASDAQ: OFED), the holding company for Oconee Federal Savings and Loan Association, announced today that it has notified the NASDAQ Stock…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Retailers must notify the SCDOR by August 14, 2023 if you sell tobacco products
July 18, 2023
What you need to know: All retailers are required to notify the SCDOR if they sell tobacco products by August 14, 2023. More information can be found in the ST-608,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, government, on-the-move
Wagner Wealth Management hires Erin Brown as new wealth planner
July 18, 2023
Wagner Wealth Management team has added experienced Wealth Planner Erin Brown to its team. Brown comes to Wagner Wealth Management from Huddleston & Associates where she worked as a Financial…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank Foundation donates $1,000 to Cornerstone
July 18, 2023
Countybank and Greenwood Capital recently presented a check for $1,000 to Cornerstone. The donation was given on behalf of the Countybank Foundation, which was established in 1971 and represents Countybank…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
World Finance honored as a Top 50 Inspiring Workplaces in North America
July 13, 2023
Awards recognized Top 50 Companies in North America for workplace culture at celebratory Chicago event on June 7 World Finance announced that it was recognized as a Top 50 Inspiring…
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Back to School Tip: Prepare Now for 529 Withdrawals
July 11, 2023
By State Treasurer Curtis Loftis As a firm believer in the many benefits of saving with a Future Scholar 529 plan, I commend families who consistently contribute to their accounts…
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The Southern Bank purchases 44,000 square foot office campus for new loan operations center
July 10, 2023
The Southern Bank announced today the acquisition of a 44,000 square foot office campus located at 310 Inglesby Parkway in Duncan, S.C. in Spartanburg County. This new facility will house…
Read MorePosted in: upstatebizsc Category: banking-and-finance, commercial-real-estate, on-the-move
Lima One Capital surpasses $1 billion in multifamily bridge loans
July 6, 2023
Lima One Capital, the nation’s premier business purpose lender for real estate investors, announced that it eclipsed the $1 billion mark in originations of multifamily bridge loans. “This milestone is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, commercial-real-estate, on-the-move
Countybank hires Chris Jackson as SBA Division Manager
July 6, 2023
Countybank announced the hiring of Chris Jackson as Small Business Administration (SBA) Division Manager. The position manages and supervises sales, operations, and administration of Countybank’s SBA lending department. Jackson has…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina’s 2023 Tax Free Weekend kicks off on Friday, August 4
July 5, 2023
What you need to know: South Carolina’s annual Tax Free Weekend is scheduled for August 4-6, 2023. For 72 hours, tax-free items include computers, printers, school supplies, clothing and accessories,…
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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…
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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…
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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…
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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…
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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.…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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