CREW Midlands-SC announces 2025 Board of Directors
February 5, 2025CREW 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, 2025More 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, 2024Wagner 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, 2024At 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, 2024Abacus 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…
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CPA Firm Bauknight Pietras & Stormer adds Jay Brietz to leadership team
October 9, 2024Bauknight 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…
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Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024Abacus 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…
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LPL and Raymond James now offer Inspire Investing’s Fidelis ETF
August 14, 2024Inspire 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…
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Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024The 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…
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Alexandra Chastain of Abacus Planning Group earns Family Business Advising Certificate
July 29, 2024Alexandra (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, 2024Stephanie 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, 2024Abacus 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…
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Greenwood Capital
July 22, 2024Greenwood 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, 2024Northwestern 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, 2024Abacus 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, 2024Energage, 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, 2024The 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, 2024Vision 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, 2024The 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, 2024Tony 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…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Greenwood Capital adds First Trust Capital Management’s product offerings to lineup of alternative investments
April 16, 2024Greenwood 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, 2024Three 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
Provident Business Financial Services named top SBA 504 Lender by the Small Business Administration (SBA) for the seventh consecutive year
April 11, 2024Provident Business Financial Services, Inc. (Provident), a statewide Certified Development Company and SBA commercial real estate lender, has been named #1 SBA 504 Lender in South Carolina by the U.S.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, financial-advisors, on-the-move
McBee Avenue Wealth Advisors named 2024 Forbes Best-In-State Wealth Management Team
March 20, 2024The Greenville Downtown Northwestern Mutual office announced that McBee Avenue Wealth Advisors was named by Forbes as a 2024 Best-In-State Wealth Management Team. The prestigious list of teams is based…
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Raymond James welcomes Parks Schoen
March 11, 2024Parks Schoen recently joined the Schoen Capital Group of Raymond James as a Financial Advisor. “I am pleased to welcome Parks to the Raymond James family,” said Complex Manager Brian…
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Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence
February 20, 2024Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor…
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Wagner Wealth Management’s Turlington named to Forty Under 40
February 19, 2024Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Reports Forty Under 40 list for 2024. GSA Business Report’s Forty Under 40 celebrates the…
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Wagner Wealth Management hires Shanna Walker as Director of Communications
February 12, 2024Wagner Wealth Management has added Shanna Walker as their Director of Communications. A native of the Greenville area, Walker earned a degree in finance from Wofford College. Her background includes…
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InVestra
February 12, 2024The world of finance can be complicated. That’s why we utilize a client-centric approach to financial planning and wealth management. We focus on you and the unique set of financial…
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Germein De Sario joins Greenwood Capital team
February 7, 2024Greenville Office Hires New Private Client Administrator Greenwood Capital announced the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for…
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Abacus Planning Group welcomes Lucy James to its Client Service Team
January 29, 2024Abacus Planning Group welcomes Lucy James to its team as a Client Service Administrator. As a Client Service Administrator, Mrs. James supports the firm’s clients in performing back-office operations. She…
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Wagner Wealth Management named one of SC Biz News’ inaugural 2023 Empowering Women Award winners
January 22, 2024Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies, law firms, nonprofits,…
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Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office…
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Laura Blanton joins Raymond James & Associates
January 19, 2024Laura Blanton, Managing Director – Investments, recently joined the Greenville Complex of Raymond James & Associates, located at 112 Haywood Rd, Greenville. “I am thrilled to welcome Laura to the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Northwestern Mutual expands footprint, opens third Upstate office near Simpsonville and Mauldin communities
January 11, 2024Northwestern Mutual, a leading financial security company, announced the opening of a third Upstate office to meet the growth of the firm and serve the growing population of Greenville County.…
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City of Cayce one of six SC local governments to receive Distinguished Budget Presentation Award
January 8, 2024On January 2, at the first Cayce City Council meeting of 2024, the City of Cayce received the Distinguished Budget Presentation Award for Fiscal Year 2023- 2024 and the Certificate…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, financial-advisors, government, on-the-move
Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville Readers’ Choice Contest
December 19, 2023Wagner Wealth Management has won Best Financial Planner in the Post and Courier Greenville’s inaugural Readers’ Choice contest. During the voting period, more than 6,000 local Greenville County residents cast…
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Wagner Wealth Management’s Mimi Edwards honored with SC Best in Business Award
December 13, 2023Wagner Wealth Management’s Mimi Edwards has been honored with a SC Best In Business Bronze Award for top Chief Operating Officer in the state. A former teacher, Edwards switched careers…
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Savant Wealth Management Expands Presence with Strategic Acquisition of Clinton-Based South Carolina Firms
December 2, 2023Savant Wealth Management, based in Northern Illinois, has recently completed its second combination deal of 2023, marking another significant step in the firm’s strategic expansion. The latest acquisition involves the…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, headlines, on-the-move
Kalisse L. Evert promoted to Marketing Manager at Greenwood Capital
November 27, 2023Greenwood Capital announced the promotion of Kalisse L. Evert to the dedicated position of Marketing Manager. This role will actively impact the overall brand positioning of Greenwood Capital within the…
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Rick Durkee elected to the regional Better Business Bureau Board
November 21, 2023The board of directors for the Better Business Bureau (BBB) of the Midlands and Lowcountry of South Carolina elected Charleston businessman Rick Durkee as their 2024 Treasurer. Mr. Durkee founded…
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Greenville Estate Planning Council installs 2023-2024 Board
November 20, 2023The Greenville Estate Planning Council (GEPC) has installed its Board of Directors for 2023-2024. Affiliated with the National Association of Estate Planners & Councils, GEPC is a membership-based association comprised…
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Selecting a Credit Card
October 27, 2023By Carman M. Young, CFP® Credit card companies can be aggressive in marketing their cards and their perks. Who doesn’t want a free trip to Europe? With so many options…
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Claire Bray promoted to growth and Development Director for Northwestern Mutual’s Greenville office
October 19, 2023The Greenville Northwestern Mutual office announces the promotion of Claire Bray as Growth and Development Director for the firm’s growing Greenville and Spartanburg offices. Bray also serves as the Executive…
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Abacus Planning Group’s founder, Cheryl R. Holland, CFP ®, inducted into Barron’s Advisor Hall of Fame
October 19, 2023For the last 10 years, Cheryl Holland has been ranked as a Top 100 Advisor by Barron’s. This impressive feat has earned Ms. Holland a spot in the Barron’s Advisor…
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Wagner Wealth Management names Jennifer Osgood President
October 3, 2023Wagner Wealth Management, one of the region’s leading wealth management firms, has named Jennifer Osgood as President and Equity Partner. Dan Wagner, the firm’s founder, continues in his role as…
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Four Governance Questions for Endowment Management
September 27, 2023By Anne Marie Ashworth To create an environment for good governance, endowments should assess whether they have the appropriate models for optimal long-term portfolio management, oversight and management, fiduciary responsibility,…
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