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…
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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…
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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…
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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…
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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,…
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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,…
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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…
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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…
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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…
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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…
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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…
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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…
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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.…
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Jane Downey, MBM Partner, named to leading U.S. Bankruptcy and Restructuring Lawyers listing
January 18, 2022
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named as one of the 2022 500 Leading U.S. Bankruptcy and Restructuring Lawyers. Downey is selected as one of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, employment-agencies, financial-advisors, law, on-the-move
Resource Financial builds on Ocrolus to automate residential mortgage processing
January 15, 2022
Ocrolus, the only automation platform that analyzes financial documents with over 99 percent accuracy, and Resource Financial Services, a leading independent mortgage banker serving the Southeastern United States, announced a…
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How to Buy a Car in 2022: Navigating The Automobile Shortage
January 14, 2022
By Mike DuBose The COVID-19 pandemic has had dramatic and wide-ranging impacts on the United States and the world as a whole. Most people are traveling, going to events, and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, life, on-the-move, transportation
SAFE Federal Credit Union members get nearly $1.5 Million in bonus dividends and loan interest rebates
January 13, 2022
SAFE Federal Credit Union members received annual bonus dividends and interest rebates on December 31 totaling nearly $1.5 million. The 2021 bonus marked the 25th anniversary of SAFE’s Member Giveback Program.…
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TD Bank names Joe Pearson Relationship Manager
January 13, 2022
TD Bank has named Joe Pearson as Relationship Manager, serving the Midlands and Pee Dee markets of South Carolina. In his role, Pearson will be responsible for enhancing existing commercial…
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South Carolina Federal will merge with G.H.S. Federal Credit Union
January 11, 2022
South Carolina Federal Credit Union is pleased to announce its upcoming merger with G.H.S. Federal Credit Union after an affirmative member vote concluded on December 8, 2021. After the merger…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
SCRA produces over one billion dollar impact on South Carolina’s economy
January 11, 2022
South Carolina Research Authority (SCRA) marked a strong year in 2021. The impact on South Carolina’s innovation economy was over a billion dollars. The total amount includes jobs supported, the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, hi-tech-information-tech, on-the-move
First Community Bank welcomes Midlands financial consultant
January 6, 2022
First Community Bank is pleased to announce Bill Mason has joined the bank as a financial consultant in the financial planning and investment advisory division of the bank, First Community…
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Synovus expands foodservice focus with new restaurant finance team
December 20, 2021
Synovus today announced the launch of a new restaurant finance team focused on helping restaurants across the country execute strategic plans for growth while fostering relationships with established and up-and-coming…
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MBM Law Partner, Jane Downey, named to Board of Directors for Credit Abuse Resistance Education (CARE)
December 16, 2021
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named to the Board of Directors for Credit Abuse Resistance Education (CARE). The announcement on the appointment for Downey,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, financial-advisors, law, on-the-move
Matthew T.S. McFadden receives Certified Portfolio Manager® designation
December 8, 2021
Morgan Stanley announced today that Matthew T.S. McFadden, a Senior Vice President and Financial Advisor in the Firm’s Columbia, S.C. office has earned the Certified Portfolio Manager (CPM®) designation from…
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The Rast McFadden Wealth Management Group at Morgan Stanley announces new team members
December 1, 2021The Rast McFadden Wealth Management Group announced today that Julie Y. Huff and Lauren W. Phelps have joined the team as Senior Registered Client Service Associates. The Rast McFadden Wealth…
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S.C. a national leader on timely financial reporting
November 29, 2021
By Richard Eckstrom, S.C. Comptroller Each fall, my office releases the state’s financial report for the prior fiscal year. The Comprehensive Annual Financial Report, commonly called a CAFR, is a…
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South Carolina banker appointed to American Bankers Association Government Relations Council
November 17, 2021
First Reliance Bank announced that Robert Dozier, Jr., president of First Reliance Bancshares and chief operating officer of First Reliance Bank, has been appointed to serve as South Carolina’s representative…
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AllSouth hosted the Soldiers and Vets Charity Golf Tournament to benefit the Big Red Barn Retreat
November 9, 2021
AllSouth Federal Credit Union proudly hosted its annual Soldiers and Vets Charity Golf Tournament on Thursday, October 21, at Golden Hills Golf and Country Club in Lexington, South Carolina. Thanks…
Read MorePosted in: midlandsbiz Category: banking-and-finance, conversations, marketing-and-communications, military, non-profit, on-the-move, philanthropy, social-scene, sports
Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
November 8, 2021
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 and Overall risk-adjusted performance among 145 Mid-Cap…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
First Reliance Bank and community partners made dreams come true for a Lexington School District Four student
November 1, 2021
First Reliance Bank is a community bank in all aspects of the term. The longtime Florence, S.C. headquartered bank serves communities all over South and North Carolina by providing expert…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, education, life, on-the-move, philanthropy, social-scene
Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
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Southern First reports results for third quarter 2021
October 26, 2021
Southern First Bancshares, Inc., holding company for Southern First Bank, today announced its financial results for the three- and nine- month periods ended September 30, 2021. “The third quarter was…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
USC Columbia Technology Incubator receives $200,000 scholarship grant from Truist
October 25, 2021
The USC Columbia Technology Incubator announced Monday (Oct. 25) a $200,000 grant from Truist Financial Corporation through the Truist Charitable Fund, a donor-advised fund at The Winston-Salem Foundation, to provide…
Read MorePosted in: midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move, philanthropy
AgFirst names new chief administrative and marketing officers
October 20, 2021
AgFirst Farm Credit Bank today announced two executive promotions. Jamie Bumgarner was named chief administrative officer, and Juan Silvera was appointed to the newly created position of chief marketing officer.…
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S.C. Board of Financial Institutions passes resolution in opposition to proposed financial account activity reporting
October 7, 2021
State Treasurer and Board urges Congressional delegation to vote against Biden administration’s plan to monitor private citizens’ bank balances State Treasurer Curtis Loftis announced that the State Board of Financial…
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VentureSouth establishing PeeDee angel investor group
October 5, 2021
VentureSouth, one of the country’s largest angel investment networks, is once again expanding its footprint. The PeeDee region of South Carolina will become the 16th community with a VentureSouth angel group,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, hi-tech-information-tech, on-the-move
Wells Fargo announces nearly $3 million in grants to CDFIs to help minority-owned businesses in South Carolina recover
October 1, 2021
Wells Fargo and South Carolina Lt. Gov. Pamela Evette announced nearly $3 million in grants to Community Development Financial Institutions (CDFIs), including CommunityWorks, the South Carolina Community Loan Fund and…
Read MorePosted in: midlandsbiz Category: banking-and-finance, economic-development, entrepreneurship, government, on-the-move, philanthropy
Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
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First Reliance Bank is More Than Banking for Their Communities
September 28, 2021
First Reliance Bank continues to expand their services beyond banking through supporting and serving the communities they work in. Particularly, the bank has served the Pee Dee Area Boys and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, economic-development, employment, on-the-move, philanthropy
First Reliance Bank celebrates 22nd anniversary
September 27, 2021
First Reliance Bank celebrated its 22nd anniversary this past August. The Carolinas-based bank serves the Florence, Midlands, Upstate, and Coastal South Carolina markets, as well as the Piedmont Triad and…
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Emily Rast Tarney receives CERTIFIED FINANCIAL PLANNER™ Practitioner certification
September 20, 2021
Morgan Stanley today announced that Emily Rast Tarney, a Financial Advisor for The Rast McFadden Wealth Management Group at Morgan Stanley in the firm’s Wealth Management office in Columbia, SC,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, on-the-move
First Reliance Bank named One of The Best Places to Work in South Carolina for 16th consecutive year
September 16, 2021
First Reliance Bank was recently recognized as one of the Best Places to Work in South Carolina. It is the 16th year in a row that the community bank has…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, employment, on-the-move
