Countybank’s JD Nelson promoted to SVP Mortgage Division Manager
August 26, 2021
Countybank is pleased to announce the promotion of JD Nelson III to Senior Vice President, Mortgage Division Manager. Nelson joined Countybank in 2010, following the acquisition of Palmetto Mortgage. During…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
JEDA finances Affordable Housing acquisitions throughout South Carolina
August 25, 2021
The Foundation for Affordable Housing is using $180 million in bond financing through the South Carolina Jobs-Economic Development Authority (JEDA) to acquire the following seven (7) housing developments in…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move, residential-real-estate
SCRA announces investment in cybersecurity startup, Hook Security
August 24, 2021
South Carolina Research Authority (SCRA) announces its affiliate, SC Launch, Inc.’s, investment of $250,000 in Hook Security. The Greenville-based startup is a cybersecurity training provider focused on reducing the risks…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, hi-tech-information-tech, on-the-move
FPA of South Carolina collaborating with North Carolina chapters to host annual symposium
August 19, 2021
In an effort to bring high-quality educational content to more financial planners, the Financial Planning Association (FPA) of South Carolina announced today they plan to collaborate with the Financial Planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
PPP Direct Borrower Forgiveness Portal surpasses expectations, accepts more than 340K submissions
August 19, 2021
SBA portal significantly outpacing top PPP lenders not utilizing the Agency’s direct forgiveness tool in forgiveness submissions COLUMBIA, S.C.– Since the opening of the Paycheck Protection Program (PPP) Direct Borrower Forgiveness Portal on August 4, the U.S. Small Business Administration has received more than 340,000 submissions from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, on-the-move
PNC Bank appoints Gary Daniels Commercial Banking group market manager for Western Carolinas region
August 18, 2021
PNC Bank recently appointed Gary Daniels as senior vice president and Commercial Banking group market manager for the Western Carolinas region. In this role, he will manage a growing team…
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United Community Banks, Inc. names Jennifer Bazante to Board of Directors
August 17, 2021
United Community Banks, Inc. announced that its Board of Directors has appointed Jennifer Bazante, Chief Marketing Officer of Humana, to its Board of Directors. Bazante joined Humana in 2014 and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
State Treasurer Curtis Loftis celebrates ABLE to Save Month as state surpasses 2,300 accounts
August 17, 2021
State Treasurer Curtis Loftis celebrated national ABLE to Save Month by announcing that South Carolina recently surpassed 2,300 account holders in its Palmetto ABLE Savings Program. The program enables South…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
Faith- & factor-based Fidelis’ 4-star Morningstar Rating continues
August 15, 2021
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, received a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 139 Mid-Cap Blend products as…
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Countybank’s Jamie Compton selected for 2021 Class of Forty Under 40
August 11, 2021
GSA Business Report has selected Jamie Compton for the 2021 Class of Forty Under 40. The Forty Under 40 program honors the top 40 business professionals across the Upstate who…
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Countybank Foundation donates $10,000 to Greer Community Outreach Center
August 3, 2021
The Countybank Foundation recently donated $10,000 to the Greer Community Outreach Center, a non-profit organization that provides homeless shelters, a community center serving children and families, a food bank and…
Read MorePosted in: upstatebizsc Category: banking-and-finance, non-profit, on-the-move
Alice Company reinvents itself for next century
July 30, 2021
Fifth-generation of leadership drives new business while keeping Alice Company firmly rooted in serving the community, partnering with entrepreneurs, and building value GREENVILLE, SC – Entering its second century of…
Read MorePosted in: upstatebizsc Category: banking-and-finance, commercial-real-estate, entrepreneurship, local-industry, manufacturing, on-the-move, residential-real-estate, retail
TD Bank names Hugh Allen as Regional President of Mid-South Metro
July 27, 2021
TD Bank, America’s Most Convenient Bank®, announced today it has appointed Hugh W. Allen Regional President for its Mid-South Metro, which includes Virginia, Maryland, the District of Columbia, Delaware, North…
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How Hard is Your Cash Working?
July 27, 2021
Managing cash in a low interest rate environment by Stephen E. Maggard With current treasury yields hovering slightly above zero, individuals are experiencing angst over the lack of returns from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Southern First reports results for second quarter 2021
July 27, 2021
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, today announced its financial results for the three- and six-month periods ended June 30, 2021. “We are incredibly…
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Countybank and Greenwood Capital donate $7,500 to Greer organizations
July 27, 2021The Countybank Foundation, comprised of Countybank and Greenwood Capital, recently contributed $1,000 to the Greer Farmers Market and $6,500 to Greer Relief in support of their efforts to give back…
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United Community Banks, Inc. reports second quarter results
July 26, 2021
EPS of $0.78, Return on Assets of 1.46% and Return on Common Equity of 14.1% United Community Banks, Inc. (NASDAQ: UCBI) (United) today announced that net income for the second…
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VentureSouth reports record results in first half of 2021
July 22, 2021
VentureSouth, one of the Top 10 angel investment groups in North America, is proud to announce record results in the first half of 2021. Despite ongoing limitations brought on by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Countybanc Insurance’s Tammy Hendrix earns CISR Elite designation
July 20, 2021
Countybanc Insurance announced Tammy Hendrix, Personal Lines Sales Representative and Account Manager for Countybanc Insurance Services in Greer, recently earned her Certified Insurance Service Representative (CISR) Elite designation. “Tammy exemplifies…
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United Community Mortgage Services to participate in new refinancing program for qualified borrowers
July 19, 2021
Bank to partner with Fannie Mae, Freddie Mac to help borrowers lower interest rates and monthly payments United Community Mortgage Services has announced it is partnering with Fannie Mae and Freddie…
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Coldwell Banker Commercial Caine brokers represent local real estate transactions
July 19, 2021
Coldwell Banker Commercial Caine brokers represent local real estate transactions Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales: Union: …
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
United Community Banks, Inc. and Nashville’s Reliant Bancorp announce merger agreement
July 15, 2021
United Community Banks, Inc. (NASDAQGS: UCBI) (“United”) and Reliant Bancorp, Inc. (NASDAQCM: RBNC) (“Reliant”) announced today the execution of a definitive merger agreement pursuant to which United will acquire Reliant,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, headlines, on-the-move
Brent Parris joins Countybank as SVP, Chief Human Resources Officer
July 13, 2021
Countybank welcomed Brent Parris as Senior Vice President, Chief Human Resources Officer. Parris comes to Countybank with more than 20 years of experience directing human resources and manufacturing operations. Parris…
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United Community Bank headquarters officially changed to Greenville
July 12, 2021
United Community Bank has officially located its headquarters in Greenville, South Carolina, effective July 1, 2021. Following several years of growth in South Carolina, United announced its intent to name Greenville…
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State Treasurer Curtis Loftis welcomes new members to S.C. Board of Financial Institutions
July 6, 2021
State Treasurer Curtis Loftis welcomes two new appointees to the State Board of Financial Institutions. Thomas Bouchette and Jenny Michaels were confirmed by the Senate in May to serve four-year…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, government, on-the-move
World Finance executive Lindsay Caulder recognized as a 2021 Women in Business Award recipient
July 6, 2021
World Finance, a Greenville-based personal finance company that helps over one million customers each year improve their financial situation, today announced that Lindsay Caulder, senior vice president of human resources,…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
South Carolina Federal’s insurance subsidiary hires advisor in the Upstate
July 6, 2021
South Carolina Federal Credit Union’s wholly owned subsidiary, South Carolina Federal Insurance Solutions*, has added a new insurance advisor to its team to serve clients in the Upstate. Amanda Mead…
Read MorePosted in: upstatebizsc Category: banking-and-finance, insurance, on-the-move
Combat-wounded veteran honored with keys to new vehicle
June 29, 2021
Wells Fargo and Hendrick Honda of Easley donated a 2021 Honda Pilot through Military Warriors Support Foundation For combat-wounded veterans, transitioning from the military back to civilian life can be…
Read MorePosted in: upstatebizsc Category: banking-and-finance, military, on-the-move, philanthropy, transportation
World Acceptance Corporation expands its Board
June 28, 2021
GREENVILLE, SC – World Acceptance Corporation (NASDAQ: WRLD) announced the appointment of two new independent directors, Elizabeth Russell Neuhoff and Benjamin Robinson III to its Board of Directors, effective immediately.…
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Furman Capital Advisors welcomes Trey Snellings to the team
June 24, 2021
Kay Hill, Bern DuPree, Ari Laurenza, and Christine Joseph of Furman Capital Advisors, a leading investment division within NAI Earle Furman focusing on multifamily sales and land for multifamily development…
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Bank of America Private Bank expands Upstate team with new hires
June 21, 2021
Bank of America Private Bank announced several new hires in Greenville, emphasizing the firm’s commitment to expanding its presence across the United States and serving clients at the local level.…
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United Community Bank expands lending capabilities with USDA loans
June 21, 2021
United Community Bank welcomes David Matthews as a Business Development Officer under its newly created USDA Lending Group. Matthews brings extensive experience to this role, having recently served as the…
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Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Southern First appoints Dave Favela as Chief Innovation Officer
June 15, 2021
Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of Dave Favela as Chief Innovation Officer. Favela joins Southern First with 14 years of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Coldwell Banker Commercial Caine brokers represent local real estate transactions
June 14, 2021
Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales Greenville: Greenville: Pete Brett, CCIM of Coldwell Banker Commercial Caine represented BDK2, LLC…
Read MorePosted in: upstatebizsc Category: banking-and-finance, commercial-real-estate, on-the-move
Milestone Custom Homes Inspired Cottage returns to Verdae
June 9, 2021
Coldwell Banker Caine to host open house weekends beginning June 17 The iCottage returns to Hollingsworth Park at Verdae this June with an updated name and focus nine years after…
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United Community Bank selects Upstate area bankers for 2021 Leadership Academy
June 9, 2021
United Community Bank has chosen fourteen of its emerging leaders for the bank’s 2021 Leadership Academy, an internal professional development program which includes team members from around the five-state United…
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David Trent joins Countybank as SBA Business Development Officer
June 8, 2021Countybank welcomed David Trent as Vice President, SBA Business Development Officer in Greenwood. Trent, a Greenwood native, comes to Countybank with extensive experience in commercial banking, business development, and finance.…
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Muncaster Financial Group unveils new website launch
June 7, 2021
Muncaster Financial Group undergoes a complete website renovation, inviting target audiences to explore the new features designed to better serve current and potential clients. The new website has been designed…
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Duane Johnson joins Coldwell Banker Caine
June 2, 2021
Coldwell Banker Caine welcomed Duane Johnson to its Greenville office as a residential agent. Duane prides himself on providing world-class service and expertise to his clients. With a passion for…
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Claudia Bell Moore joins Coldwell Banker Caine in Greenville
June 2, 2021
Coldwell Banker Caine recently welcomed Claudia Moore as a residential agent to its Greenville office. A Greenville native, Claudia cherishes her lifelong relationships within the community. Claudia has always had…
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Jan Hollar named to First Community Board of Directors
June 1, 2021
First Community Corporation, headquartered in Lexington, South Carolina, and the holding company of First Community Bank, announced that Jan Hollar, a retired banker with a 40-year career in community banking,…
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Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
United Community Banks, Inc. and Aquesta Financial Holdings, Inc., the parent of Aquesta Bank, announce merger agreement
May 27, 2021
United Community Banks, Inc. (United) and Aquesta Financial Holdings, Inc. (Aquesta) announced a definitive agreement for United to acquire Aquesta, including its wholly-owned subsidiary, Aquesta Bank. Aquesta is headquartered in…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
New Greenville Truliant office to support Upstate expansion
May 27, 2021
Truliant Federal Credit Union announced that it will open a hub office in downtown Greenville, S.C. to support an expansion in the Upstate market to better serve a growing member…
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Southern First announces three new appointments to board of directors
May 21, 2021Southern First Bancshares, Inc. (NASDAQ: SFST), holding company for Southern First Bank, announced the appointment of three new directors. Terry Grayson-Caprio, Ray Lattimore, and William Maner, IV will join the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, on-the-move
Alexis Barrett joins Coldwell Banker Caine
May 18, 2021
Coldwell Banker Caine recently welcomed Alexis Barrett as a Staff Accountant to its Greenville office. In this role, Alexis will be working closely with Caine Controller, Sheila Hensley, and the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Coldwell Banker Commercial Caine brokers represent local real estate transactions
May 18, 2021
Brokers from Coldwell Banker Commercial Caine’s Greenville and Spartanburg offices recently represented the following area real estate transactions: Sales Seneca: Harry Croxton of Coldwell Banker Commercial Caine represented Gilmer & Sons…
Read MorePosted in: upstatebizsc Category: banking-and-finance, on-the-move
Tommy Johnson retires from First Community Bank’s Board of Directors
May 18, 2021
First Community Corporation, headquartered in Lexington, South Carolina, and the holding company of First Community Bank, would like to congratulate J. Thomas “Tommy” Johnson on his retirement from its board…
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Learn to spot the signs of elder abuse in South Carolina during Older Americans Month
May 13, 2021
By Justin Hawkins, Wells Fargo Bank The 73-year-old woman put her trust in, and handed over her financial resources to, her two supposed caregivers. In return, they stole all of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, on-the-move
