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
Countybank grows SBA lending program with new team member and loan product
October 12, 2022
Countybank is excited to welcome Samantha Barnett to the team as SBA Business Development Associate and to introduce the SBA 7(a) Express Loan to its line of products. Barnett comes…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
First Reliance Bank recognized as a Top 100 workplace by the Dave Thomas Foundation for Adoption
October 11, 2022
First Reliance Bank has been recognized in the Top 100 workplaces by the Dave Thomas Foundation for Adoption, a national, nonprofit public charity dedicated to finding forever families for children…
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TD Bank Partners with PGA REACH Carolinas Foundation
October 10, 2022Partnership to Focus on Enhanced Opportunities for Disabled Veterans Through Golf TD Bank has partnered with the PGA REACH Carolinas Foundation to enhance opportunities for disabled Veterans. PGA REACH Carolinas…
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United Community Bank sponsoring inaugural Charleston ‘Riverfront Revival’ music festival
October 6, 2022
United Community Bank (United) is a sponsor of the inaugural Riverfront Revival festival curated by world-famous musician Darius Rucker. The two-day music event will be held at Riverfront Park in…
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United Community Bank team celebrates World Animal Day with activities across footprint
October 5, 2022
Employees of United Community Bank (United) are coming together to support and advocate for creatures who cannot speak for themselves – animals. Throughout the first two weeks of October, teams…
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Financial recruiting veteran Amanda Plesser joins Broadstreet, Greenville-based private equity firm
October 5, 2022
Broadstreet, Inc., a Greenville-based private equity firm, recently announced that Amanda Plesser, owner of The Plesser Group, has been appointed as director of human resources and recruitment for Broadstreet. Plesser…
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Northwestern Mutual’s Don Clardy earns Chartered Special Needs Consultant® certification
October 5, 2022
Don Clardy, a partner and private wealth advisor with Upstate Legacy Planning Group, an affiliate of Northwestern Mutual, earned the Chartered Special Needs Consultant® (ChSNC®) certification, the only credential specifically…
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The Southern Bank announces Greenville branch team
October 3, 2022
After celebrating the new Greenville branch earlier this month, The Southern Bank announces its newest branch’s team, Alex Piper, Carey Scott, and Kaeley Jaworski. The branch employees include a customer…
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First Community Bank announces seminar for minority businesses
September 30, 2022
First Community Bank is pleased to host the “Access to Capital for Minority Businesses” seminar on October 12, 2022, from 9:00am – 11:30am at Columbia International University. Peter Shand, President…
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Countybank continues to grow Trust Department
September 27, 2022
Countybank announced that Shellie Miller, Senior Vice President, has been named Senior Trust Officer and Jordan Earle has joined Countybank as Vice President, Trust Officer. As Senior Trust Officer, Miller…
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The Southern Bank announces Board of Directors
September 26, 2022
Executives from The Southern Bank announced the new board of directors: Jamin M. Hujik, Scott M. Frierson, F. Andrew Mitchell, Scott Brandon, Frank J. Cole Jr., J. Preston Conner, Dean…
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Charleston Habitat & Wells Fargo team up for Welcome Home initiative in South Carolina
September 26, 2022
Wells Fargo employees, in partnership with Charleston Habitat for Humanity, helped build a home on Saturday, Sept. 24, for a local resident in the Chicora-Cherokee neighborhood in North Charleston. Wells…
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Attracting and Retaining Today’s Workforce
September 20, 2022
By South Carolina Treasurer Curtis M. Loftis, Jr. As State Treasurer I’ve had the privilege of visiting many successful businesses where I’ve enjoyed meeting with the leadership teams responsible for…
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Solidarity with Israel: SC Treasurer Curtis Loftis declines annual ratings call with Morningstar
September 18, 2022
State Treasurer Curtis Loftis announced today that his office would not participate in the annual rating calls for the state’s 529 plan with Morningstar because of concerning reports that the…
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Daniel Fowler joins professional recruiting firm Forge Search as recruiter
September 15, 2022
Daniel Fowler has joined Greenville-based Forge Search + Consulting as a recruiter after a four-year stint with Furman University as men’s basketball Director of Recruiting and Special Assistant to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, employment, employment-agencies, marketing-and-communications, on-the-move
SC Launch Inc. announces investment in BILDIT
September 15, 2022
COLUMBIA, SC – South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in BILDIT. The $200,000 investment will help the startup continue excelling in the e-commerce market where…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Countybank Foundation supports Arts Center of Greenwood
September 13, 2022David Tompkins, Greenwood Market Executive for Countybank, Dayle Mumford, Professional and Executive Relationship Manager for Countybank, and John Cooper, Private Client Advisor for Greenwood Capital, recently presented a check for…
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VentureSouth announces new leadership for Midlands group
September 9, 2022VentureSouth, one of the United States’ largest angel investment groups, is excited to announce new leadership for its Midlands group, which serves investors in Columbia, S.C., and surrounding areas. Effective…
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Wallick Investments’ Index inspires FDLS ETF
September 1, 2022After successfully managing a multi-cap, multi-factor, faith-based, separate account composite for over 10 years, Wallick Institutional of Wallick Investments, LLC, has launched the WI Fidelis Multi-Cap Multi-Factor Index. It is…
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Saving for the Future: 529 Plans
September 1, 2022
By Laird W. Green, CFP® Opening a 529 plan is a fantastic way to save for education from public or private colleges and graduate schools (as well as private elementary…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, education, financial-advisors, on-the-move
Countybank associates receive Officer appointments
September 1, 2022
Countybank is pleased to announce that Lori Bell, Brandon Calhoun, Sherri Scearce, and Rich Vaughan have been appointed Vice President; Joe Keaton, and Heather McGee have been appointed Assistant Vice…
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SC Launch Inc. announces investment in AICG
August 31, 2022
South Carolina Research Authority’s investment affiliate, SC Launch Inc., has invested in AICG. The $250,000 investment will help the startup continue excelling as a leader in machine learning, data integration, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
Hassell elected South Carolina Bankers Association Chairman
August 30, 2022
Fleetwood S. Hassell, president and chief executive officer of The Bank of South Carolina Corporation and its subsidiary Bank of South Carolina has been elected chairman of The South Carolina…
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Countybank Foundation supports Boys and Girls Club of the Lakelands region
August 30, 2022
Countybank and Greenwood Capital recently donated $1,000 to the Boys & Girls Clubs of the Lakelands Region. The donation will go toward operations for the new 12,000-square-foot Josh Norman STARZ24…
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Truist Foundation awards grant to The Hill Institute’s GVL Starts to support startup ventures
August 25, 2022It started as a casual meeting over coffee just as COVID-19 made its debut. Anthony Herrera, chief innovation officer and executive director of The Hill Institute for Innovation and Entrepreneurship at Furman…
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Emily Tarney named Insurance Planning Director
August 25, 2022
Morgan Stanley announced that Emily Tarney, a Financial Advisor in the firm’s Columbia office has completed the Firm’s Insurance Accreditation Program and now holds the Insurance Planning Director (IPD) designation.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, on-the-move
Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, was recognized as the No. 5 Best Overall Bank in Bank Director’s annual “Ranking Banking” Report. Bank Director…
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First Reliance Bank names Chris Laughridge to Market President, Greenville
August 24, 2022
First Reliance Bank is pleased to announce the promotion of Chris Laughridge to Market President, Greenville. He will be responsible for leading the Greenville team and building the bank’s footprint…
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Southern First names Cal Hurst as President
August 23, 2022
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Cal Hurst to President. Hurst has served as Chief Banking Officer and Executive Vice…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Countybank Foundation donates $1,500 to the Humane Society of Greenwood
August 23, 2022
Countybank and Greenwood Capital recently donated $1,500 to the Humane Society of Greenwood (HSOG). The donation will go toward the HSOG’s Pet Foster Program. The program enables the HSOG to…
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United Community Banks, Inc. names George Bell to Board of Directors
August 18, 2022
United Community Banks, Inc. announced today that its Board of Directors has appointed George Bell as Director. Bell is an experienced information technology executive and has more than 25 years…
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The Southern Bank announces Senior Vice President of Commercial Lending for the Spartanburg branch
August 17, 2022
The Southern Bank announces the hiring of a new Senior Vice President of Commercial Lending for the Spartanburg, S.C. branch opening at the end of the year, David Ward. Ward…
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California-based Westside Wealth Management joins Apollon Wealth Management
August 17, 2022
The Westside team brings nearly 60 years of combined wealth management experience to Apollon CHARLESTON, SC – Apollon Wealth Management, LLC, a leading full-service wealth management solutions firm, is pleased…
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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…
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Bank of the Lowcountry welcomes Chase Talbert as new City Executive – Charleston
August 10, 2022
Bank of the Lowcountry announces Chase Talbert as its new City Executive – Charleston. In his role, Talbert will focus on growing commercial relationships in the Charleston area and in…
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Jamie Hedgepath joins Countybank as General Counsel, Chief Human Resource Officer
August 9, 2022
Countybank is pleased to welcome James T. Hedgepath as General Counsel and Chief Human Resource Officer. Hedgepath comes to Countybank with more than 20 years of experience in employment and…
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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…
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South Carolina Federal CEO Scott Woods awarded Order of the Palmetto
August 5, 2022
Governor Henry McMaster awarded Scott Woods, president and CEO of South Carolina Federal Credit Union, with the Order of the Palmetto. The Order of the Palmetto is South Carolina’s highest…
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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…
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The Southern Bank announces opening of Greenville branch
August 1, 2022The Southern Bank announced the opening of its first South Carolina branch in Greenville. The new branch is located at 101 Cleveland Street, Greenville, S.C. 29601. “We are proud to…
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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…
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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…
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Build Carolina welcomes World Finance CEO and President Chad Prashad to its Board of Directors
July 21, 2022
World Finance CEO and President Chad Prashad was recently appointed to the Board of Directors at Build Carolina, a South Carolina-based nonprofit dedicated to advancing the state’s tech community through…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, on-the-move, technology
United Community Bank strengthens corporate banking division with industry veteran
July 21, 2022
United Community Bank announced the addition of veteran banker Cory Boyte to lead the development of a corporate banking division. Boyte will utilize his extensive banking background to serve large…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Countybank’s mortgage department passes $3 billion in loan volume
July 19, 2022
Countybank’s mortgage department reached a significant milestone earlier this year as it surpassed the $3 billion mark in overall loan volume closed since its formation, comprised of more than 15,000…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
Upstate Warrior Solution announces new Board Member
July 14, 2022
Upstate Warrior Solution (UWS) welcomes Regional Managing Director of Truist Health, Dwight McPherson, to its Board of Directors. This brings UWS’ Board of Directors to a total of 23 members.…
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United Home Loan Services, Inc. announces internal promotion of Bobbie Katherine Long
July 13, 2022
Local mortgage brokerage United Home Loan Services, Inc., announced Bobbie Katherine Long (NMLS #2225350) as its newest licensed loan originator. “Bobbie Katherine joined our team as an account executive in…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
