Carolina Children’s Home gives 2024 scholarships and grants

  July 2, 2024

Carolina 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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Posted in: midlandsbiz   Category: business-services, education, entrepreneurship, financial-advisors, non-profit, on-the-move

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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Posted in: midlandsbiz   Category: financial-advisors

Provident Business Financial Services named top SBA 504 Lender by the Small Business Administration (SBA) for the seventh consecutive year

  April 11, 2024

Provident 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.…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, financial-advisors, on-the-move

Raymond James welcomes Parks Schoen

  March 11, 2024

Parks 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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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

InVestra

  February 12, 2024

The 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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Posted in: midlandsbiz   Category: financial-advisors

Germein De Sario joins Greenwood Capital team

  February 7, 2024

Greenville 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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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

Abacus Planning Group welcomes Lucy James to its Client Service Team

  January 29, 2024

Abacus 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Abacus Planning Group welcomes Allison Jones to its Client Service Team

  January 19, 2024

Abacus 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Laura Blanton joins Raymond James & Associates

  January 19, 2024

Laura 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…

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Posted in: upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Kalisse L. Evert promoted to Marketing Manager at Greenwood Capital

  November 27, 2023

Greenwood 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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Posted in: upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Greenville Estate Planning Council installs 2023-2024 Board

  November 20, 2023

The 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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Posted in: upstatebizsc   Category: financial-advisors, law, on-the-move

Selecting a Credit Card

  October 27, 2023

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: advice, banking-and-finance, financial-advisors, on-the-move

Wagner Wealth Management names Jennifer Osgood President

  October 3, 2023

Wagner 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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Posted in: upstatebizsc   Category: financial-advisors, headlines, on-the-move

Four Governance Questions for Endowment Management

  September 27, 2023

By 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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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, business-services, churches, financial-advisors, non-profit, on-the-move, philanthropy

Abacus Planning Group Advisor earns IRS Enrolled Agent designation

  September 21, 2023

Abacus Planning Group proudly announces that Stephen Maggard, CFP® has met all requirements to become an Enrolled Agent. An Enrolled Agent has earned the privilege of representing taxpayers before the…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move, veterans

Financial Wellness for your Employees

  August 24, 2023

Charles B. Flowers, CFA Employers want highly engaged employees who are focused on their work during business hours. Hopefully, the employees also want to be “all in” while they are…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: advice, banking-and-finance, business-services, financial-advisors, on-the-move

Trey Martin earns fourth honor of 2023

  August 16, 2023

For Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, the year 2023 has truly been one for the record…

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Posted in: midlandsbiz, upstatebizsc   Category: banking-and-finance, financial-advisors, on-the-move

Karlyn Jones of Abacus Planning Group passes Certified Financial Planner (TM) Examination

  August 4, 2023

Abacus Planning Group, Inc. proudly announces that Karlyn M. Jones has passed the CFP® examination. The CFP® Certification Examination assesses the candidate’s ability to integrate and apply a broad base…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, financial-advisors, insurance, marketing-and-communications, on-the-move

Five ways to spend unused 529 plan funds

  July 26, 2023

Opening a 529 plan is a fantastic way to save for education for a child. Imagine that you have been saving for your child’s college education since she was a…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, financial-advisors, on-the-move

Madeline Huffman and Cody Mann join FinTrust Capital Advisors

  July 26, 2023

FinTrust Capital Advisors is pleased to announce that Madeline Huffman and Cody Mann have joined the FinTrust team in Greenville, SC. Madeline, as Operations Administrator, will provide back-office support and…

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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

John Cooper named Senior Client Advisor at Greenwood Capital

  July 18, 2023

Greenwood Capital announced John Cooper’s promotion to Senior Private Client Advisor. Cooper initially joined the Greenwood office in 2016. This new title reflects Cooper’s continued leadership in the firm and…

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Posted in: upstatebizsc   Category: financial-advisors, on-the-move

Leasing vs. Buying a Car: Which one is right for you?

  June 30, 2023

By Carolyn A. Stewart If you have been in the market for a new (or used) car in the last 2-3 years, you are probably aware that the cost of…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: advice, banking-and-finance, financial-advisors, on-the-move

Jon Robertson of Abacus Planning Group appointed as Trustee of Richland Library

  June 5, 2023

Abacus Planning Group proudly announces the appointment of Jon Robertson, CFP® to the Richland Library Board of Trustees. Richland Library is a vibrant, contemporary organization that provides resources and information…

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Posted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz   Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move, the-arts