Berkeley County mega boat landing scheduled to open May 2026
November 4, 2025
Site spans 15 acres on Lake Moultrie in Moncks Corner Berkeley County’s Mega Boat Landing is set to open May 2026. The site was previously Atkins Boat Landing/Lions Beach, located at…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, on-the-move
UBS hires financial advisor Michael Shain in Greenville
October 20, 2025
UBS Wealth Management announced the hiring of Financial Advisor Michael Shain in Greenville. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Advisor.com, WSJ Buy Side enter strategic business partnership to expand access to financial advice
September 30, 2025
Advisor Network includes Creative Planning, Edelman Financial, Empower, Pure Financial and Vanguard CHARLESTON, SC. & NEW YORK – Advisor.com, the fast-growing platform transforming how individuals discover and receive financial advice,…
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Anchor Investment Management’s senior relationship manager, Brian Blackwelder, earns prestigious IACCP ® compliance designation
September 2, 2025
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Brian Blackwelder, CFP®, senior relationship manager, has earned the prestigious designation of Investment Adviser…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
Wagner Wealth Management honored for Empowering Women
August 25, 2025
Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024. Winners were selected by…
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HUB International purchases Midlands-based Clarke & Company Benefits
August 22, 2025
HUB International, a global insurance brokerage and financial services firm, recently announced the purchase of Clarke & Company Benefits. Headquartered in Columbia, this acquisition follows recent Midlands acquisitions of the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, headlines, insurance, on-the-move
Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
SC trial attorneys launch national firm as Indexed Universal Life insurance schemes soar across the state
August 6, 2025
Founder Robert Rikard has recovered tens of millions for clients misled by “tax-free retirement” and investment-based insurance schemes surrounding Indexed Universal Life products. South Carolina trial attorneys Robert Rikard and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: business-services, financial-advisors, insurance, law, marketing-and-communications, on-the-move
Lizzie Madden joins Hobbs Group Advisors as client services associate
July 24, 2025
Elizabeth Madden, a recent graduate of Converse University, has joined Hobbs Group Advisors as a client services associate. Hobbs Group Advisors, LLC, a financial planning and wealth management firm, is…
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3D Wealth Management Partners combine 60+ years of experience to guide clients to long term financial security
July 17, 2025
New ensemble within the Greenville office of Northwestern Mutual focuses on optimizing asset growth through a diversified approach 3D Wealth Management is committed to serving a growing portfolio of almost…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Wallick Investments, LLC
July 16, 2025
June 2025 marked the 20th anniversary for Wallick Investments, an SEC registered firm offering both investment advisory and portfolio management services focused on strategic moral investing— a faith and factor-based…
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Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Colonial Trust Company
May 19, 2025
Colonial Trust Company has provided wealth management and fiduciary services across South Carolina for over a century. Our privately-owned firm delivers high-quality, comprehensive services to individuals, families, and institutions. We…
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Lima One Capital hires Greg Larsen as Senior Director of Underwriting
April 30, 2025
Lima One Capital, the nation’s premier lender for real estate investors, has hired mortgage credit industry leader Greg Larsen as its new Senior Director of Underwriting. Larsen will lead Lima…
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Ben Clauss and Craigen Schoen named to Forbes’ 2025 list of Best-In-State Wealth Advisors
April 23, 2025
Two local Raymond James-affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2025 Forbes list of Best-In-State Wealth Advisors. “It’s a pleasure to once…
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Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Wallick Investments celebrates 10-year partnership with Wade Stinnette
March 28, 2025
Wallick Investments, LLC celebrated Principal and Senior Portfolio Manager Wade Stinnette’s 10-year anniversary with the firm, and the 3-year anniversary of the firm’s Fidelis 100 Index, with dinner at the…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Exciting March Events at Laurens County Libraries
March 10, 2025
The Laurens County Library System is offering a variety of engaging programs this March, providing opportunities for fun, learning, and community connection for all ages. Trivia Night at the Clinton…
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Bauknight Pietras & Stormer, P.A. announces new Board Chairman
March 4, 2025
Bauknight Pietras & Stormer, P.A., one of the Southeast’s premier accounting and consulting firms founded in 1991, announced the appointment of Bryan Hudson, CPA, ACI as the Firm’s new Chairman…
Read MorePosted in: midlandsbiz Category: accounting, business-services, employment, financial-advisors, headlines, local-industry, on-the-move
Exciting Programs Coming to Laurens County Libraries in March
February 25, 2025
The Laurens County Public Library System has a lineup of engaging activities for all ages this March, offering a mix of creativity, education, and fun at both the Laurens and…
Read MorePosted in: laurenscountybuzz Category: education, entertainment, financial-advisors, on-the-move, the-arts
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Emily Tarney named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 20, 2025
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Vice President and Financial Advisor in its Wealth Management office in Columbia, SC has been named to the Firm’s…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, on-the-move
CREW Midlands-SC announces 2025 Board of Directors
February 5, 2025
CREW Midlands-SC announced its 2025 Board of Directors to lead the local chapter of CREW Network, the leading global business network in commercial real estate. Marie Dieckmann, Senior Associate with…
Read MorePosted in: midlandsbiz Category: accounting, architecture, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, engineering, environmental, financial-advisors, law, marketing-and-communications, non-profit, on-the-move, residential-real-estate
The Rast McFadden Wealth Management Group at Morgan Stanley named to Forbes Magazine’s Best-In-State Wealth Management Teams
February 4, 2025Morgan Stanley announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2025 list of America’s Best-In-State Wealth Management Teams. Forbes Best-In-State…
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Wagner Wealth Management earns Best Financial Planner honor
January 10, 2025
More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that…
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Wagner Wealth wins statewide awards
December 9, 2024
Wagner Wealth Management was honored with three SC Best in Business Awards this week. After nominations and a round of voting by the public, the firm received two Gold Awards…
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Dyadic Financial Managemnet, llc
October 31, 2024
At Dyadic Financial Management, we believe your time is your most precious asset. Our mission is to elevate your wealth journey while giving you back hours for your passions. We…
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Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024
Abacus Planning Group, Inc. announced that Carolyn A. Stewart has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
CPA Firm Bauknight Pietras & Stormer adds Jay Brietz to leadership team
October 9, 2024
Bauknight Pietras & Stormer, P.A., (BPS) announced that Robert James “Jay” Brietz, Jr., CPA, CIA has been named a principal. BPS is one of the premier public accounting and consulting…
Read MorePosted in: midlandsbiz Category: accounting, financial-advisors, hi-tech-information-tech, it-services, on-the-move, technology
Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024
Abacus Planning Group announces the election of William Jeter CFA, CAIA, CFP® to President of the Board for the Central South Carolina Habitat for Humanity. William was elected to the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, non-profit, on-the-move
LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
August 14, 2024
Inspire Fidelis Multi-Factor ETF (NYSE: FDLS), whose mandate is to replicate the faith and factor-based Fidelis 100 Index, is now available through LPL and Raymond James custody platforms, in addition…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024
The Financial Planning Association (FPA) of South Carolina is excited to announce its Annual Symposium, taking place on October 1, 2024, at the Columbia Metropolitan Convention Center. This premier event…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, law, on-the-move
Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024
Alexandra (Alex) Chastain of Abacus Planning Group earned the Certificate in Family Business Advising (CFBA) from the Family Firm Institute’s Global Education Network (FFI GEN). The Global Education Network is…
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The Cooperative Ministry has new board chair
July 22, 2024
Stephanie Yandle, Customer Experience Manager, Research & Information, at BlueCross BlueShield of South Carolina, has been elected as the 2024-2026 chair of The Cooperative Ministry’s board of directors. The board…
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Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus Planning Group welcomed Michael Holt to its financial planning team as a Support Advisor. As a member of the financial planning team, Michael works closely with senior advisors to…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Greenwood Capital
July 22, 2024
Greenwood Capital is a premier wealth management and asset management firm headquartered in South Carolina. The company serves families, financial advisors, and institutional investors such as foundations and endowments, by…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors
Nine college students join Northwestern Mutual summer internship program
July 14, 2024
Northwestern Mutual, a leading financial services firm, selected nine college students to participate in the company’s nationally recognized summer internship program to work in its Upstate SC offices and gain…
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Carolina Children’s Home gives 2024 scholarships and grants
July 2, 2024Carolina Children’s Home (CCH), a nonprofit that provides financial services and advocacy to children’s initiatives in South Carolina, announced that it is providing a total of $331,500 in scholarship and…
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Abacus Planning Group Advisor, Anne Marie Ashworth, appointed to the Board of Directors for New Horizon Family Health Services
July 1, 2024
Abacus Planning Group announces the appointment of Anne Marie Ashworth, CFP® to the board of directors of New Horizon Family Health Services, Inc. New Horizon Family Health Services has been…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: financial-advisors, non-profit, on-the-move
Northwestern Mutual receives top workplaces award in South Carolina for seven consecutive years
June 3, 2024
Energage, an employee survey firm, named Northwestern Mutual as a Top Workplace in South Carolina for the seventh consecutive year. Northwestern Mutual’s South Carolina offices were ranked fourth out of…
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Hobbs Group Advisors awarded on USA TODAY’s list of the Best Financial Advisory Firms 2024 list
May 28, 2024Hobbs Group Advisors has been awarded on USA TODAY’s list of the Best Financial Advisory Firms 2024. This prestigious award is presented by USA TODAY and Statista Inc., the world-leading…
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Mark Clary of McBee Avenue Wealth Advisors named a 2024 Best-In-State Wealth Advisor by Forbes
May 28, 2024
The Greenville Northwestern Mutual office announced Mark Clary, CFP®, of McBee Avenue Wealth Advisors, has been named a 2024 Best-In-State Wealth Advisor by Forbes for three consecutive years. The prestigious…
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Geddings H. Crawford, Jr. joins Vision Wealth Advisors | Raymond James
May 20, 2024
Vision Wealth Advisors, LLC welcomed Geddings H. Crawford, Jr., Senior Vice President, as a Financial Advisor with Raymond James Financial Services, LLC. Geddings, a third-generation financial advisor, takes pride in…
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Vision Wealth Advisors, LLC
May 20, 2024
The complexities of the financial world require sophisticated wealth management and a partner who is as dedicated to pursuing your specific goals as you are. The Vision Wealth Advisors client-focused…
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Northwestern Mutual’s Tony Allen selected as GSA Business Report’s 2024 Forty Under 40 honoree
April 25, 2024
Tony Allen, a financial advisor with Northwestern Mutual, was named a 2024 GSA Business Report Forty Under 40 honoree during an awards program honoring 40 young local professionals under the…
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Greenwood Capital adds First Trust Capital Management’s product offerings to lineup of alternative investments
April 16, 2024
Greenwood Capital today announced a strategic alliance with First Trust Capital Management L.P., helping to expand access to alternative investment strategies to its financial advisors. The new relationship marks a…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Laura Blanton, Ben Clauss, and Craigen Schoen named to Forbes’ 2024 list of best-in-state wealth advisors
April 16, 2024
Three local Raymond James-affiliated financial advisors, Laura Blanton, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2024 Forbes list of Best-In-State Wealth Advisors. “I am excited…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
