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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move, veterans
Wagner Wealth named Greenville Chamber Small Business of the Month
September 19, 2023
Wagner Wealth Management has been honored with the Greenville Chamber of Commerce’s Small Business of the Month for September. For almost two decades, Wagner Wealth Management has specialized in customizing…
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Wagner Wealth Management’s Turlington named to Best and Brightest List
September 7, 2023
Wagner Wealth Management’s Hayden Turlington has been named to Greenville Business Magazine’s Best and Brightest 35 and Under list. This annual list highlights the young professionals who are making a…
Read MorePosted in: midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
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…
Read MorePosted 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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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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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…
Read MorePosted 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…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Trey Martin named to AdvisorHub’s 200 Fast Growing Advisors to Watch
July 26, 2023
Wilkes “Trey” Martin, AIF®, WMS, Managing Director & Senior Vice President of Sage Capital Wealth Management of Raymond James, has been recognized as one of AdvisorHub’s 200 Fast Growing Advisors…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Northwestern Mutual’s Executive Director of Recruitment named 2023 Forty Under 40 Honoree
July 19, 2023
Claire Bray, Northwestern Mutual’s Executive Director of Recruitment for Northwestern Mutual -Greenville and Spartanburg, was selected as GSA Business Report’s 2023 Forty Under 40 honoree and recognized during an awards…
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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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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Mark Clary of McBee Avenue Wealth Advisors was named a 2023 Best-In-State Wealth Advisor by Forbes
June 6, 2023
The Greenville Northwestern Mutual office announced Mark Clary, CFP®, of McBee Avenue Wealth Advisors, has been named a 2023 Best-In-State Wealth Advisor by Forbes. The prestigious list – comprised of…
Read MorePosted in: upstatebizsc Category: 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move, the-arts
Investment Policy Guidelines: The Blueprint of your Portfolio
May 31, 2023
by Bailey O. Davis Investment Policy Guidelines (IPGs) are crucial for long-term financial success by creating a foundation of trust between you and your advisor. An IPG is an important…
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Annual Shred Day Sponsored by Cornerstone Investment Management Scheduled for June 3rd
May 30, 2023
How many years of financial and health related documents are you storing at home? And why? With almost everything accessible online, there is much less of a need to keep…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, on-the-move
Arthur State Bank Relocating Trust and Wealth Management Division to New Clinton Location
May 14, 2023
The banking business is booming for Arthur State Bank. Currently celebrating their 90 anniversary serving customers in 18 branch locations throughout South Carolina, it was announced last week that the…
Read MorePosted in: laurenscountybuzz Category: business-services, financial-advisors, headlines, on-the-move
Greenville wealth management advisor awarded $15,000 grant from Northwestern Mutual to benefit The Family Effect
May 12, 2023
Celebrating the philanthropic work of its financial advisors, Northwestern Mutual is recognizing the individuals who have shown outstanding volunteerism and leadership through its 2023 Community Service Awards. Now in its…
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Forbes recognizes Craigen Schoen and Trey Martin as two of SC’S Best-In-State Wealth Advisors
April 26, 2023Two local Raymond James-affiliated financial advisors, Craigen Schoen, CFP®, and Trey Martin, AIF®, were recently named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors…
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Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
Ben A. Rast, CFP®, CPWA® of Morgan Stanley named Corporate Walk Chair for The Leukemia & Lymphoma Society’s Light The Night
March 26, 2023
The South Carolina/Georgia Region of The Leukemia & Lymphoma Society (LLS) announced Ben A. Rast of The Rast McFadden Wealth Management Group at Morgan Stanley as the Corporate Walk Chair…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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