United Community partners with Greenlight to help families raise financially-smart kids and teens
April 25, 2023
United Community is proud to announce a new partnership with Greenlight® Financial Technology, Inc. to provide United customers free access to the award-winning Greenlight family finance app, available through the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for first quarter 2023
April 25, 2023
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2023. “While the current interest rate environment continues…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
HBO’s Succession Provides Important Lesson for Local Business Owners
April 20, 2023
By William Bragdon Senior Vice President-Investments The Parham, Arrowood, Bragdon Institutional Consulting Group UBS Wealth Management USA The fourth and final season of Succession continues to keep viewers on…
Read MorePosted in: upstatebizsc Category: advice, banking-and-finance, on-the-move
Sarah Baldwin promoted to SVP Retail Mortgage Sales
April 19, 2023
First Reliance Bank announces that Sarah Baldwin has been promoted to SVP Retail Mortgage Sales at FRB Mortgage, a division of First Reliance Bank. She is responsible for developing and…
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Countybank Foundation awards scholarship to PTC student
April 13, 2023
The Countybank Foundation, established in 1971 representing Countybank and Greenwood Capital, recently awarded a scholarship to Piedmont Technical College (PTC) student Iliana Uzoh, who is currently studying computer technology. “We…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move
Rainwater named Chief Accounting Officer
April 13, 2023
First Reliance Bank announces that Keith Rainwater has been named Chief Accounting Officer. Rainwater, a Certified Public Accountant, brings more than 25 years of banking experience and an extensive accounting…
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Truliant opens new branch office in Easley, S.C.
April 12, 2023
Truliant Federal Credit Union announced today the opening of its new Easley, South Carolina location. The branch is located at 5660 Calhoun Memorial Highway. The branch, Truliant’s third in Upstate…
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United Community Bank reveals upcoming construction plans for Laurens branch
April 12, 2023
As part of its commitment to investing in the Laurens community, United Community Bank is excited to announce the next step to improve its downtown Laurens branch. Construction will begin…
Read MorePosted in: upstatebizsc, laurenscountybuzz Category: banking-and-finance, on-the-move
Countybank’s Laura Beth Brooks receives officer appointment
April 11, 2023
Countybank announced that Laura Beth Brooks has been appointed Vice President by the Board of Directors. Brooks, Corporate Governance Manager, joined Countybank in 2018 and is responsible for developing and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Financial Literacy Month Tip: Automated Contributions Can Grow Your 529 Savings
April 10, 2023
It’s April! The flowers, the trees, the birds, even the seasonal allergies signal spring is here. It’s always refreshing – aside from the allergies – to welcome a new season…
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UBS advisor teams in South Carolina named to the Forbes Best-In-State Wealth Management Teams list
April 8, 2023
UBS Wealth Management USA announced today that The Parham, Arrowood, Bragdon Team and The Alpha Group, advisor teams based in the firm’s Greenville, South Carolina office, have been named to…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
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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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…
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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…
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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…
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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…
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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…
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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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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…
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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…
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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…
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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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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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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…
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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…
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
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…
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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…
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…
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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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