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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, economic-development, entrepreneurship, hospitality, non-profit, on-the-move, restaurant, retail, sports
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank associates complete 2022 SC Bankers School
July 28, 2022Four associates from First Reliance Bank recently completed courses at the South Carolina Bankers School on the campus of Lander University in Greenwood, SC. Nathan Ruth, Sunset Branch Manager, West…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Southern First reports results for second quarter 2022
July 26, 2022
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, 2022. “I am incredibly proud of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
McElveen named to First Reliance Bank Board
June 29, 2022
William Jack McElveen, Jr. has been named to the First Reliance Bank Board of Directors. Before his retirement, McElveen served as the bank’s Executive Vice President and Chief Credit Officer.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Tax tips about working remotely
June 21, 2022
The relief offered to out-of-state employers from South Carolina’s requirements to withhold taxes from wages for employees who temporarily work in the state due to COVID-19 will end on June…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
DHEC, SCDNR urge residents not to keep wild animals as pets
June 20, 2022
The South Carolina Department of Health and Environmental Control (DHEC) and the South Carolina Department of Natural Resources (SCDNR) urge South Carolinians not to keep wild animals as pets. To protect people…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, environmental, on-the-move
First Reliance Bank receives participating partner award
June 8, 2022
Edwin Lesley, Chairman of the Business Development Corporation of South Carolina, recognized First Reliance Bank’s excellent performance during their Annual Meeting on May 5, 2022. Rick Saunders, the Founder and…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis announces SC maintains high credit ratings
June 7, 2022
State Treasurer Curtis Loftis announced that South Carolina continues to receive an excellent response from the three major credit rating agencies. In preparation for a general obligation bond issuance, Moody’s…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
SAFE Federal Credit Union selects new Controller
May 25, 2022
SAFE Federal Credit Union selected Martha Brendle as its new Controller. Brendle joins SAFE from Raleigh, North Carolina where she served as Coastal Credit Union’s Accounting Manager. Her work experience…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Highest Morningstar Rating for WI Fidelis 10-year risk-adjusted performance
May 18, 2022
Wallick Investments, LLC’s separately managed account composite, WI Fidelis, received a 5-Star Morningstar RatingTM for 10-year risk-adjusted performance among 112 Mid-Cap Blend products as of March 31, 2022. Only the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Sharonview Federal Credit Union selects Upstart for Personal Lending
May 18, 2022INDIAN LAND, SC – Sharonview Federal Credit Union, a top credit union serving over 100,000 members in the Carolinas and nationwide, today announced it has partnered with Upstart (NASDAQ: UPST),…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Appalachian Development Corporation hires Michael Smith as Vice President
May 18, 2022
Appalachian Development Corporation (ADC) welcomes Michael Smith as their new Vice President. He will be working with banks, lenders, credit unions, and small businesses throughout South Carolina providing the SBA…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, on-the-move
Ameris Bank contributes $250,000 of support to South Carolina business innovation
May 9, 2022
Ameris Bank announces a $250,000 contribution to the South Carolina Research Authority’s (SCRA) Industry Partnership Fund (IPF) to help promote innovation throughout the state. The contribution is tied for the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Utilizing the 0% Tax Rate on Long-Term Capital Gains
May 1, 2022
By Carolyn Stewart Even if the holidays have passed, it’s never too early or too late to start thinking about what gifts you can give to your loved ones. While…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Treasury announces plans to deploy $300 million in technical assistance through the State Small Business Credit Initiative
May 1, 2022
The $300 million of technical assistance includes $100 million for the U.S. Department of Commerce’s Minority Business Development Agency to provide technical assistance to underserved entrepreneurs seeking greater access to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Southern First reports results for first quarter 2022
April 26, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period ended March 31, 2022. “The first quarter represents the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Synovus announces strategic investment in Qualpay to help deliver new embedded finance platform
April 21, 2022
Qualpay’s payments technology is a key part of Maast, Synovus’ new money-as-a-service offering that will combine payment processing, banking, and lending solutions Synovus Bank today announced that it has signed…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Synovus announces earnings for the first quarter 2022
April 21, 2022
Diluted Earnings per Share of $1.11 vs. $1.19 in 1Q21 Adjusted Diluted Earnings per Share of $1.08 vs. $1.21 in 1Q21 Synovus Financial Corp. (NYSE: SNV) today reported financial results for…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
SAFE Federal Credit Union selects new Vice President of Human Resources
April 14, 2022
SAFE Federal Credit Union selected Thomas Galloway as its new Vice President of Human Resources. “Thomas Galloway’s strong organizational leadership and team building skills will be a perfect fit for…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank announces leadership changes in the Midlands market
April 13, 2022
First Reliance Bank announced the promotion of Michael Edens to Market President of Columbia; the relocation of Brent Mackie, Regional Executive, to the Lexington market; and the hiring of Casey…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Zach Brown promoted to Vice President, Director of Customer Solutions and Asset Management
April 13, 2022
Zach Brown has been promoted to Vice President, Director of Customer Solutions and Asset Management. He joined the bank in 2017 where he served as Vice President, Default Management and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis names Perry Breazeale as Director of Treasury Management
April 12, 2022
South Carolina Treasurer Curtis Loftis announced that Perry Breazeale recently joined the agency as the Director of Treasury Management. During his career, Perry has served in several financial leadership roles…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Charitable Gifting with Appreciated Securities
March 31, 2022
By Anne Marie E. Ashworth, CFP® A charitable gift can be in the form of time, money, or in-kind donation. Whichever the case, the goal is to have the most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move, philanthropy
State Credit Union groundbreaking
March 30, 2022
State Credit Union has partnered with the best of the best for construction of their brand new, 50,000 sq. ft., three-story building in downtown Columbia. The team of LCK, LLC.,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, commercial-real-estate, construction, on-the-move
SAFE Federal Credit Union promotes Drew Huckeba to Senior Vice President and Chief Lending Officer
March 24, 2022
SAFE Federal Credit Union announced the promotion of Drew Huckeba to Senior Vice President and Chief Lending Officer. “Drew Huckeba’s strong leadership skills combined with his expertise in all areas…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank promotes three to SVP
March 23, 2022
First Reliance Bank announced three top-level executive promotions to Senior Vice President. Ross Foshee, Senior Vice President and Controller, John Lindley, Senior Vice President, Director of Operations, and Robert Mayhue,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Community Bank names Laura McKinney as Community Development Officer
March 16, 2022
First Community Bank announced Laura McKinney as the Bank’s inaugural Community Development Officer. The new role signifies a continuing commitment to the Bank’s values as a community bank impacting lives…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
S.C. Treasurer’s Office facilitates bond issuances for Coastal Carolina and University of South Carolina
March 11, 2022
State Treasurer Curtis Loftis announced that his office recently facilitated transactions for Coastal Carolina University and the University of South Carolina issuing $129,445,000 (par) in Higher Education Refunding Revenue Bonds…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, education, government, on-the-move
South Carolina tax tips for college students
March 9, 2022
With new Name, Image, and Likeness legislation taking effect this tax year, the South Carolina Department of Revenue (SCDOR) knows that many collegiate student-athletes are filing an Individual Income Tax…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
State Treasurer Curtis Loftis announces selection of Kathy L. Bickham as New Commissioner of Banking
March 9, 2022
South Carolina Treasurer Curtis Loftis, Chairman of the State Board of Financial Institutions, announced that Kathy L. Bickham has been selected to serve as the next Commissioner of Banking for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Pension plan shortfall demands lawmakers’ attention
March 8, 2022
By Richard Eckstrom, S.C. Comptroller It definitely doesn’t get the attention it deserves, but it’s among the most severe financial problems facing South Carolina today: The state retiree pension plan…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move, op-ed
First Community Bank expands to Rock Hill, South Carolina region with team of veteran local bankers
March 1, 2022
First Community Bank, headquartered in Lexington, South Carolina, is expanding to York County, South Carolina with the intent to open a loan production office in Rock Hill. Catherine H. Faircloth,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, headlines, on-the-move
Does Medicare cover Home Health Care? The answer is “it depends.”
February 28, 2022
By Molly Thomas, FPQP® The answer to this question is truly “it depends.” Medicare draws a line in the important distinction between medically necessary home health care and personal care…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, health-care, insurance, on-the-move
Tax credits for SC homeowners – check to see if you qualify
February 23, 2022
Did you know qualifying South Carolina homeowners may be able to save money on their tax bill? If you’re remodeling, making your home more energy efficient, or paying casualty insurance,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
CUNA Brokerage selects Rick Addy as Financial Advisor for SAFE Federal Credit Union
February 16, 2022
CUNA Brokerage Services, Inc. selects Rick Addy as their newest Financial Advisor for SAFE Federal Credit Union. A graduate of Furman University, Addy has over 20 years of experience in…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
10-year performance & 4-star Morningstar Overall rating for faith- & factor-based WI Fidelis
February 14, 2022
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year, Overall, and now 10-year risk-adjusted performance among…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank associates named among Most Influential business leaders
February 10, 2022
First Reliance Bank is pleased to announce that Justin Strickland, president, and Frank Bullard, corporate community relations developer, were recognized among the 2021 50 Most Influential business leaders by Columbia…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, on-the-move
So Much to Love About 529 Plans
February 9, 2022
By State Treasurer Curtis Loftis Around this time of year, it seems every store I enter is full of heart-covered cards, rose bouquets or some other symbol of love. Whether…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, government, on-the-move
Assurance Financial welcomes two new lenders, Abi Snyder and Merrell Johnson
February 9, 2022
Loan Officers Abi Snyder and Merrell Johnson join Assurance Financials’ Columbia branch. The two will provide expert guidance for individuals and families navigating the mortgage process. “We are happy to…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
Going Into Business with your Loved One? Four Tips for Starting and Running a Successful Business Together
February 7, 2022
By Justin Hawkins, South Carolina Regional Banking Director, Wells Fargo For nearly all small business owners, business ownership is a labor of love. Yet running a business with your loved…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, entrepreneurship, on-the-move
Senator Scott introduces bill to expand access to capital for community banks
February 3, 2022
This week, U.S. Senators Tim Scott (R-S.C.) and Maggie Hassan (D-N.H.) introduced a bill to improve the ability of smaller community banks to meet the credit needs of the local…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Entrepreneur Minute – Lindsay Cox, Financial Advisor
January 27, 2022
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, entrepreneurship, financial-advisors, podcast
Southern First Reports Results for Fourth Quarter 2021
January 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three-month period and year ended December 31, 2021. “We are incredibly…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Blane Brooks joins FinTrust Capital Advisors as Director of Advisor Support Group
January 19, 2022
FinTrust Capital Advisors is pleased to announce that Blane Brooks has joined the Company’s senior management team. His focus will be in providing support to the Company’s financial advisors, assisting…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank promotes two senior leaders
January 19, 2022
First Reliance Bank announced Blake Dressler has been promoted to Charleston Market President and Frank Bullard to lead Corporate Community Relations across the bank’s South Carolina and North Carolina footprint.…
Read MorePosted in: lowcountrybizsc, midlandsbiz Category: banking-and-finance, business-services, on-the-move
