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…

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Posted 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

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

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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Posted in: midlandsbiz   Category: financial-advisors

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…

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Posted in: midlandsbiz   Category: accounting, financial-advisors, hi-tech-information-tech, it-services, on-the-move, technology

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…

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

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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Posted in: midlandsbiz   Category: 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…

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

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