Endeavor coworking community welcomes All Access members
March 8, 2023
Endeavor, the coworking and office space community in downtown Greenville’s ONE tower, announces three new All Access members: Beth Gibson, president of Planning Solutions Corp; Nick Dennison, loan officer at…
Read MorePosted in: upstatebizsc Category: business-services, entrepreneurship, financial-advisors, manufacturing, marketing-and-communications, on-the-move
Wagner Wealth Management’s Hayden Turlington named Chamber YP of the Year
March 2, 2023
The Greenville Chamber of Commerce has named Wagner Wealth Management’s Hayden Turlington its Young Professional of the Year. A born and raised Greenvillian, Turlington majored in music and was on…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Drew Stevens named ‘Moore School Distinguished Young Alumni’
February 27, 2023
Drew Stevens was just selected as the 2023 ‘Moore School Distinguished Young Alumni Award’ recipient. He’s a Certified Financial Planner with Northwestern Mutual and a partner in the G3 Wealth…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Emily Tarney, CFP® named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 7, 2023
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Financial Advisor with The Rast McFadden Wealth Management Group in Columbia has been named to the Firm’s Pacesetter’s Club,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, insurance, local-industry, on-the-move
Sage Capital Wealth Management named to Forbes list of Best-in-State Wealth Management Teams
February 2, 2023
Trey Martin, CRPS®, AIF®, WMS, and Kristiaan de Roos, WMS, of Sage Capital Wealth Management of Raymond James, were among the advisors named to the 2023 Forbes list of Best-in-State…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
The Rast McFadden Wealth Management Group named to Forbes Magazine’s Best-In-State Wealth Management Teams
January 30, 2023Morgan Stanley (NYSE: MS) announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Spencer Cole joins FinTrust Capital Advisors
January 4, 2023
FinTrust Capital Advisors, a wholly-owned subsidiary of United Community Bank, announced the addition of Spencer Cole as Vice President Investment Advisor. In this role, Cole will assist clients with wealth…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual Spartanburg expands office and Nate Samuel is named the Growth and Development Director
December 22, 2022
Northwestern Mutual, a leading financial security company, has named Nate Samuel to serve as Spartanburg’s Growth and Development Director. Northwestern Mutual has been operating an office in Spartanburg since 2005…
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Michael Oana Retirement Planning Specialist welcomes Chris Burnette
November 14, 2022
Michael Oana Retirement Planning Specialist welcomed Chris Burnette to the team as an experienced Financial Advisor. Chris is a graduate of the University of South Carolina. He has worked as…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Trey Martin named to AdvisorHub Fastest Growing Advisors to Watch
November 1, 2022
Trey Martin, AIF®, WMS, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, was among the Raymond James-affiliated advisors named to the AdvisorHub Fastest…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Donna Rasile recognized by Fortune Magazine as a Five-Star Wealth Manager
October 25, 2022
Fortune 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Jay Hatten of McBee Avenue Wealth Advisors named Forbes 2022 Best-In-State Top Financial Security Professional
October 11, 2022
The Greenville Northwestern Mutual office announced that Jay Hatten, CFP® of McBee Avenue Wealth Advisors, has been named one of Forbes 2022 Top Financial Security Professionals Best-In-State. The prestigious list…
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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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Callie Bradshaw joins Greenwood Capital team as new Private Client Specialist
September 28, 2022
Greenwood Capital announced the addition of Callie Bradshaw to the client service team as a Private Client Specialist for the Downtown Greenville office, located at 201 W. McBee Ave. In…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Kalisse L. Evert named Marketing & Events Specialist
September 21, 2022
Greenwood Capital Establishes New Position to Support Ongoing Growth Greenwood Capital has named Kalisse L. Evert in the newly established Marketing & Events Specialist position. This role will actively impact…
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Pendleton Street Business Advisors names Serena Concepcion-Martinez as Associate Advisor
September 8, 2022
Pendleton Street Business Advisors announced that Serena Concepcion-Martinez has been promoted to Associate Advisor with the firm. Concepcion-Martinez first joined Pendleton Street Business Advisors as Client Service Associate in 2018…
Read MorePosted in: midlandsbiz Category: business-services, employment, financial-advisors, on-the-move
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
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
Northwestern Mutual-Greenville selects Britton Boren as new intern
August 24, 2022
Northwestern Mutual, a leading financial services company, has selected Britton Boren to participate in the firm’s nationally recognized internship program at the Greenville office. As an intern, Boren will gain…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
The Tale of Two Savers
July 13, 2022
Albert Einstein is reputed to have said, “Compound interest is the eighth Wonder of the World. He who understands it earns it; he who doesn’t, pays for it.” What is…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, financial-advisors
Bethany Thompson accomplishes path to U.S. citizenship
June 30, 2022
FinTrust Capital Advisors is pleased to announce that Bethany Thompson, CES™ Registered Client Service Administrator, has successfully passed all aspects of the 10-step naturalization process to become a U.S. Citizen.…
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Mark Clary of McBee Avenue Wealth Advisors named 2022 Best-In-State Wealth Advisor by Forbes
June 15, 2022
The Greenville Northwestern Mutual office is pleased to announce that Mark Clary, CFP® of McBee Avenue Wealth Advisors, has been named a 2022 Best-In-State Wealth Advisor by Forbes. The prestigious…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
The International Business Brokers Association recognizes local Business Broker
June 6, 2022
The International Business Brokers Association (IBBA) has recognized Columbia Business Broker, David Yezbak, with the Platinum Chairman’s Circle Award for the second consecutive year for outstanding performance in 2021 as…
Read MorePosted in: midlandsbiz Category: business-services, financial-advisors, on-the-move
Edward Jones
June 6, 2022Throughout my life, helping others has been an integral part of whom I am. I chose a career in financial services because I believe I can make a difference in…
Read MorePosted in: laurenscountybuzz Category: financial-advisors
Greenwood Capital expand retirement solutions, recognize W. Coxe and D. Lollis for achieving retirement credentials
June 2, 2022
Greenwood Capital announces the expansion of its group and individual retirement plan/account solutions utilizing proprietary unified managed account (“UMA”) models, enabling plan participants/clients to customize their retirement accounts for their…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Financial Advisor
May 31, 2022
20 years strong and still growing, there has never been a better time to become a part of the progression at Commonwealth. At Commonwealth the value we provide our clients…
Read MorePosted in: lowcountrybizsc Category: financial-advisors
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual receives fifth consecutive Top Workplaces in South Carolina accolade
May 31, 2022
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fifth consecutive year. With offices in Greenville, Charleston and…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Dr. McAlhany retires celebrating 30+ year career with Greenwood Capital
May 24, 2022
Greenwood Capital was honored to recognize the 34-year career of Dr. John W. McAlhany (pictured right) during his May 19, 2022 retirement celebration at the Greenwood Arts Center at the…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Local Northwestern Mutual Financial Advisor awarded $15,000 grant to benefit Greenville County Foster Parent Association
May 11, 2022
Each year, Northwestern Mutual, a leading financial services company, recognizes the leadership of its financial advisors who are making a difference in their own communities through exemplary volunteerism. As part…
Read MorePosted in: upstatebizsc Category: financial-advisors, 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
Schoen and Martin named to Forbes’ list of Best-In-State Wealth Advisors
April 18, 2022
Craigen Schoen, CFP®, and Trey Martin, CRPS®, AIF®, WMS, were among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, 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
Ricky Jackson joins Northwestern Mutual’s Columbia office as a financial advisor and Growth and Development Director
March 9, 2022
Ricky Jackson Jr, CFP®, ChFC® has joined Northwestern Mutual, a leading financial security company, as a financial advisor and Growth and Development Director in Columbia. Jackson is a seasoned leader…
Read MorePosted in: midlandsbiz Category: financial-advisors, 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
Coastal Financial Planning Group CEO named to local BBB Board
February 10, 2022
Rick Durkee, founder and president of the Coastal Financial Planning Group, has been elected to the board of directors of the BBB Serving Central South Carolina and Charleston. The local…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
Upcoming Origin SC’s workshops in February 2022
February 2, 2022
FREE Workshops focusing on Homeownership, Credit, and Budgeting Origin SC will host free financial education & homeownership workshops in February and is offering a brand new open forum series of…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, non-profit, on-the-move
Raymond James welcomes Gray Ellenberg to downtown Greenville and new Greenwood branch
February 1, 2022
Gray Ellenberg, CFP®, recently joined Raymond James & Associates (RJA) to open the firm’s first office in Greenwood. Ellenberg will also serve clients from RJA’s downtown Greenville office. “I am…
Read MorePosted in: upstatebizsc Category: financial-advisors, 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
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
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
Northwestern Mutual expands east coast footprint
November 17, 2021
Zach Walker, a financial advisor for Northwestern Mutual, has relocated from Colorado Springs, CO to Myrtle Beach, SC to serve the Grand Strand of South Carolina. Northwestern Mutual, a leading…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
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…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, local-industry, on-the-move
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
Raymond James & Associates
November 8, 2021
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting…
Read MorePosted in: upstatebizsc Category: financial-advisors
