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, 2022A 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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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…
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SCRA announces new members and grant funding
December 6, 2022Baleen 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…
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SouthState welcomes veteran bankers to South Carolina team
December 5, 2022SouthState 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…
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Comerica Bank expands Southeast market presence into South Carolina, Georgia
December 5, 2022Comerica 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…
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Countybank launches debit card donation swipe campaign
December 1, 2022Countybank 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…
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Wagner Wealth Management hires Hayden Turlington as new financial advisor
November 30, 2022The 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…
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South Carolina Federal Insurance Solutions* acquires Arthurs Insurance
November 30, 2022South 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…
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United Community Bank adds new Chief Marketing Officer
November 29, 2022United 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…
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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…
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United Community Bank earns 6th consecutive recognition as a Best Banks to Work For
November 15, 2022United 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…
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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…
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United Community Bank Team to honor Veterans Day through grassroots efforts and donations across their communities
November 10, 2022In 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…
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United Home Loan Services, Inc. announces new offer to lower home buying costs
November 6, 2022United 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,…
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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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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…
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TD Bank names Jacob Yost Senior Relationship Manager
October 26, 2022TD 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…
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Southern First reports results for third quarter 2022
October 25, 2022Southern 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…
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The Southern Bank expands team with Controller and Compliance Officer hires
October 25, 2022SPARTANBURG, 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…
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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…
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Donna Rasile recognized by Fortune Magazine as a Five-Star Wealth Manager
October 25, 2022Fortune 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…
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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…
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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…
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Gary T. Pope Jr, public finance attorney at Pope Flynn, earns SCEDA Institute Certificate
October 18, 2022Gary 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…
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United Community Bank to renovate West Main St. in the new year
October 13, 2022As 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…
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Wallick Institutional welcomes Eric Blake
October 12, 2022Nationally-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…
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Countybank grows SBA lending program with new team member and loan product
October 12, 2022Countybank 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…
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First Reliance Bank recognized as a Top 100 workplace by the Dave Thomas Foundation for Adoption
October 11, 2022First 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 team celebrates World Animal Day with activities across footprint
October 5, 2022Employees 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, 2022Broadstreet, 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, 2022Don 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, 2022After 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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Countybank continues to grow Trust Department
September 27, 2022Countybank 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, 2022Executives 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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Attracting and Retaining Today’s Workforce
September 20, 2022By 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, 2022State 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, 2022Daniel 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, 2022COLUMBIA, 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…
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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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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, 2022By 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, 2022Countybank 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, 2022South 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…
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Countybank Foundation supports Boys and Girls Club of the Lakelands region
August 30, 2022Countybank 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, education, entrepreneurship, on-the-move
Southern First named No. 5 Best Overall Bank by Bank Director
August 25, 2022Southern 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, 2022First 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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