Merrill Lynch Wealth Management – McLeod, Clark & Associates
October 7, 2026With McLeod, Clark & Associates, our mission is to empower our clients with appropriately tailored financial solutions and guidance. We foster long-term relationships built on trust and integrity. We strive…
Read MorePosted in: upstatebizsc Category: financial-advisors
Demystifying Exchange-Traded Funds (ETFs): A Guide to building a modern portfolio
October 4, 2026
By Ellis O’Tuel, CRPC®* Principal, Hammock Wealth Management With thousands of Exchange-Traded Funds (ETFs) currently trading on public markets, investors face a dizzying array of options. Whether you are just…
Read MorePosted in: georgetown-sc-gazette Category: advice, financial-advisors, on-the-move
All 3D Wealth Management advisors named among Forbes Best-in-State Financial Security Professionals
October 1, 2026
Each of 3D Wealth Management’s four advisors have been recognized by Forbes as Best-in-State Top Financial Security Professionals. This is particularly relevant because as the economic environment evolves, insurance, annuity…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Medicare 101: Understanding Your Choices & What You Pay — Clarity hosts complimentary seminars
September 30, 2026
Choosing Medicare coverage isn’t simply a healthcare decision. Premiums, prescriptions, provider access and out-of-pocket costs can all affect a retirement budget—and some financial decisions made in retirement can influence what…
Read MorePosted in: upstatebizsc Category: education, financial-advisors, life, on-the-move
Guy Furay receives NAIFA Quality Award for exceptional performance as a financial professional
September 29, 2026
Guy Furay, owner of The Insurance Source, has earned a 2026 NAIFA Quality Award presented by the National Association of Insurance and Financial Advisors. The NAIFA Quality Award is presented…
Read MorePosted in: golden-strip-news, upstatebizsc Category: financial-advisors, on-the-move
NHE’s Morrow named to SCBIZ Emerging Leader list
September 27, 2026Joel Morrow, the Director of Affordable Property Management at NHE, has been honored as an Emerging Leader by SCBIZ. Previously known as Forty Under 40, SCBIZ’s Emerging Leaders Under 40…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Investa Financial Planning puts down roots in Greenville, bringing national experience and a more personal approach to financial advice
September 22, 2026
Founder Andrew Kessler, CFP®, launches a Greenville-based practice designed around relationships, accessibility, and helping people navigate life’s biggest financial decisions For the thousands of people making Greenville their new home,…
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Clay Koch named to Emerging Leader list
September 21, 2026
Clay Koch, a wealth manager with Wagner Wealth Management, was recently honored as one of the leading young professionals in South Carolina. Previously known as Forty Under 40, SCBIZ’s Emerging…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Senior Matters workshop helps residents plan for aging
September 20, 2026
Local professionals shared guidance on care, housing, finances, insurance, estate planning, relocation and real estate. When Zane Meadors learned his father was battling Alzheimer’s, he had to make life-changing decisions…
Read MorePosted in: georgetown-sc-gazette Category: advice, financial-advisors, health-wellness, health-care, law, on-the-move, residential-real-estate
Keeping more of what you earn: Smart tax strategies for long-term growth
September 9, 2026
By Ellis O’Tuel, CRPC®* Principal, Hammock Wealth Management Every year, millions of Americans fulfill their civic duty by filing Form 1040 before the April deadline. Yet, behind those routine filings lies…
Read MorePosted in: georgetown-sc-gazette Category: advice, financial-advisors, on-the-move
Free Senior Estate & Lifestyle Planning Workshop set for Sept. 16 in Pawleys Island
September 8, 2026
A free educational workshop offering comprehensive guidance on legal, financial, healthcare, and housing decisions for older adults will take place on Wednesday, Sept. 16, 2026, at 2:30 p.m. at the…
Read MorePosted in: georgetown-sc-gazette Category: conversations, financial-advisors, health-wellness, insurance, law, on-the-move
G3 Wealth Advisors announces that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists
August 26, 2026
G3 Wealth Advisors announced that Drew Stevens has again been recognized on the 2026 Forbes | SHOOK “Best-in-State” lists. Specifically, the “Next-Generation Wealth Advisors” list, the “Best-in-State Financial Security Professionals”…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, insurance, local-industry, on-the-move
Anchor Investment Management, LLC announces leadership promotions
August 21, 2026
Anchor Investment Management, LLC, a Columbia-based wealth management firm, has announced three leadership promotions as the firm marks 25 years of serving clients. Laura Culler has been promoted to chief…
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Ellison Kibler advisors named to Forbes | Shook “Best-in-State Next-Gen Wealth Advisors” 2026 list
August 20, 2026
Ellison Kibler announced that two of its advisors have been recognized on the 2026 Forbes | SHOOK “Best-in-State Next-Generation Wealth Advisors” list, published on August 11, 2026, and based on…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
InVestra celebrates Stephanie Vokral’s appointment to Central Carolina Community Foundation Board of Trustees
August 18, 2026
InVestra announced that Stephanie Vokral, South Carolina Lead Advisor, has been appointed to serve on the Central Carolina Community Foundation’s Fiscal Year 2027 Board of Trustees. Stephanie’s appointment reflects her…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
The Five Years Before Retirement Could Be Your Most Important
August 12, 2026
Clarity Financial Solutions Invites Upstate Community to Educational Seminar For many Americans, retirement planning has been a decades-long journey of saving and investing. But according to Clarity Financial Solutions, the…
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Greenville Housing Fund adds new Vice President of Finance & Operations
August 11, 2026
The Greenville Housing Fund has added Jason Hill as its Vice President of Finance & Operations, where he will lead the organization’s financial management, operational strategy, and administrative functions. Prior…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move, residential-real-estate
Senior Resource Specialists launches eight-week “Support Local” campaign to spotlight Lowcountry small businesses
August 10, 2026
“Local Families Supporting Local Families” initiative has already directed campaign spending toward 180 locally purchased products in its first three weeks Senior Resource Specialists (SRS), a Charleston-area family-owned senior resource…
Read MorePosted in: lowcountrybizsc Category: business-services, entrepreneurship, financial-advisors, health-wellness, health-care, life, local-industry, marketing-and-communications, on-the-move
Emily Tarney receives Certified Private Wealth Advisor® designation
August 10, 2026
Morgan Stanley announced that Emily Tarney, a Financial Advisor for The McFadden Group at Morgan Stanley’s Wealth Management office in Columbia, recently earned the Certified Private Wealth Advisor® designation. The…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Clarity Financial Solutions helps women plan for long-term care with innovative planning technology
August 6, 2026
By Amanda Stilwell Founder and Senior Wealth Advisor Clarity Financial Solutions Women are often the caregivers in their families, helping aging parents, spouses and loved ones navigate long-term care decisions.…
Read MorePosted in: upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
Wagner Wealth Management named Best Investment Firm in the Upstate for fourth consecutive year
August 5, 2026
Wagner Wealth Management has been named the Best Investment Firm in the Upstate for the fourth consecutive year in The Greenville News’ Best of the Upstate Official Community’s Choice awards.…
Read MorePosted in: midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
Moody’s reaffirms South Carolina’s highest credit rating, helping protect taxpayer dollars
August 4, 2026
State Treasurer Curtis Loftis announced today that Moody’s Ratings has reaffirmed South Carolina’s Aaa credit rating, the highest rating awarded by the agency. The reaffirmation recognizes the state’s strong financial…
Read MorePosted in: georgetown-sc-gazette Category: banking-and-finance, financial-advisors, government, on-the-move
Outsmart Your Worst Money Instincts: Why a Financial Advisor is your best defense against emotional investing
August 3, 2026
By Ellis O’Tuel, CRPC®* Principal, Hammock Wealth Management We like to picture ourselves as cool, calculating financial strategists—analyzing numbers with computer-like precision. In reality, when market updates flash on our screens,…
Read MorePosted in: georgetown-sc-gazette Category: advice, banking-and-finance, financial-advisors, on-the-move
Central Carolina Community Foundation welcomes six additional leaders to Board of Trustees
July 22, 2026
Central Carolina Community Foundation welcomes six new members to its Board of Trustees for Fiscal Year 2027. Representing education, business, healthcare, finance, and philanthropy, these respected community leaders will help…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, education, financial-advisors, health-wellness, health-care, local-industry, marketing-and-communications, non-profit, on-the-move, philanthropy, the-arts
Anchor Impact Fund opens second grant cycle to support families and communities across the Midlands
July 20, 2026
Anchor Investment Management, LLC, a comprehensive wealth management firm based in Columbia, South Carolina, is now accepting applications for the second grant cycle of the Anchor Impact Fund, a charitable…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move, philanthropy
Retirement spending is more flexible than you think
July 8, 2026
By Ellis O’Tuel, CRPC®* Principal, Hammock Wealth Management When clients approach retirement, one of the most common anxieties they share with me sounds something like this: “Am I spending too much…
Read MorePosted in: georgetown-sc-gazette Category: advice, financial-advisors, on-the-move
Required Minimum Distributions
June 14, 2026
By Clay Koch, Wealth Advisor, Wagner Wealth Management For investors entering their 70s, the focus shifts from making contributions to tax-deferred retirement accounts to taking mandatory withdrawals from them. That’s…
Read MorePosted in: upstatebizsc Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Clarity Financial Solutions welcomes Andrew Martin as Client Advocate & Retirement Professional
June 13, 2026
Clarity Financial Solutions announced the addition of Andrew Martin as Client Advocate & Retirement Professional, strengthening the firm’s commitment to helping individuals and families navigate retirement decisions with confidence. A…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, on-the-move
Three Midlands nonprofits receive funding through Anchor Investment Management’s new community giving initiative
June 11, 2026As Anchor Investment Management, LLC celebrates 25 years of helping individuals and families build strong financial futures, the Columbia-based wealth management firm is investing in another kind of future: the…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move, philanthropy
Wagner Wealth Management’s Osgood named to SCBIZ’s Top 100 Women
June 9, 2026
Jennifer Osgood, President of Wagner Wealth Management, has been named to SCBIZ’s Top 100 Women list. A Clemson graduate, Osgood began her career with Wagner Wealth in 2007 as a…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, on-the-move
Finding the Balance: Navigating the financial squeeze of the
June 8, 2026
By Ellis O’Tuel, CRPC®* Principal, Hammock Wealth Management(opens in new tab) As financial professionals, we often talk about wealth accumulation, market trends, and retirement horizons. But behind every portfolio is a…
Read MorePosted in: georgetown-sc-gazette Category: advice, banking-and-finance, financial-advisors, on-the-move
Hobbs Group Advisors again named to USA TODAY list of top firms
June 1, 2026
Hobbs Group Advisors is listed as a top firm in South Carolina in the latest update of the USA TODAY and Statista annual list of “Best Financial Advisory Firms.” Hobbs…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
10X Digital announces new client Clarity Financial Solutions
May 20, 2026
10X Digital, a leading digital marketing and public relations agency announced a new partnership with Greenville-based Clarity Financial Solutions, a trusted financial services firm dedicated to helping individuals and families…
Read MorePosted in: upstatebizsc Category: business-services, financial-advisors, marketing-and-communications, on-the-move
Ellison Kibler ranked #18 nationwide on the Barron’s “Top 250 Private Wealth Management Teams” 2026 list
May 18, 2026
Ellison Kibler announced that the firm has been ranked #18 in the nation on the Barron’s “Top 250 Private Wealth Management Teams” 2026 list, published on May 8, 2026. Rankings…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Justin Draplin of Fortified Solar named Entrepreneur Of The Year® 2026 Southeast finalist by EY US
May 12, 2026
Justin Draplin, CEO of Fortified Solar LLC, has been named a finalist for the Entrepreneur Of The Year 2026 Southeast Award by Ernst & Young LLP (EY US). Now in…
Read MorePosted in: upstatebizsc Category: energy, entrepreneurship, financial-advisors, local-industry, on-the-move
Debt isn’t the problem — How you structure it is
May 5, 2026
By Chris Cykoski | Principal, Cykoski Ventures Borrowing with the Tides, Not Against Them In the first two columns, we focused on timing—first in cash flow, then in planning. Cash…
Read MorePosted in: georgetown-sc-gazette Category: advice, banking-and-finance, entrepreneurship, financial-advisors, headlines, on-the-move
Women of Construction Summer Summit
May 5, 2026
June 11-12, 2026 Hilton Garden Inn Waterfront 45 Lockwood Dr Charleston, SC 29401 The Women of Construction Summer Summit brings together leaders, builders, realtors, attorneys and innovators shaping the future…
Read MorePosted in: lowcountrybizsc Category: business-services, commercial-real-estate, construction, economic-development, entrepreneurship, financial-advisors, health-care, home-remodel, law, local-industry, marketing-and-communications, non-profit, on-the-move
A Conversation with Ellis O’Tuel, CRPC® with Hammock Wealth Management
May 5, 2026
By Karen Owens, Publisher Ellis O’Tuel is a principal with Hammock Wealth Management in Pawleys Island. I recently sat down with him to learn more about his 20 years as…
Read MorePosted in: georgetown-sc-gazette Category: advice, banking-and-finance, entrepreneurship, financial-advisors, headlines, on-the-move, podcast
Ellison Kibler advisors named to the Forbes America’s Top Wealth Advisors, Best-in-State Wealth Advisors 2026 lists
April 15, 2026Several Ellison Kibler financial advisors were recognized on the Forbes “America’s Top Wealth Advisors” 2026 list (Published on April 7, 2026. Rankings based on data as of June 30, 2025.)*…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Ben Clauss and Craigen Schoen recognized by Forbes
April 14, 2026
Two Greenville based Raymond James affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, have been named to Forbes’ 2026 Best In State Wealth Advisors list, an honor recognizing…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Ronnie Dennis, Ellison Kibler named #2 in SC on 2026 Barron’s Top 1,500 Financial Advisors list
April 2, 2026
Ronnie Dennis ranked #2 in South Carolina on the Barron’s “Top 1,500 Financial Advisors” 2026 list. Published on March 20, 2026. Rankings based on data as of September 30, 2025.*…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Stokes & Company, joins CPAmerica, strengthening resources for businesses across the Upstate
March 31, 2026
Stokes & Company, CPAs announced that the firm has been accepted as a member of CPAmerica, one of the nation’s leading associations of independent CPA firms. This partnership connects Stokes…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, financial-advisors, local-industry, on-the-move
Rick Migliore, Ellison Kibler named #1 in SC on 2026 Barron’s Top 1,500 Financial Advisors List
March 30, 2026
Rick Migliore ranked #1 in South Carolina on the Barron’s “Top 1,500 Financial Advisors” 2026 list. (Published on March 20, 2026. Rankings based on data as of September 30, 2025.)…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
City of Columbia launches public engagement phase for Congaree Riverfront District Project
March 16, 2026
The City of Columbia is inviting residents to shape the future of its riverfront as the Congaree Riverfront District Project enters its first phase of community engagement. Following City Council’s…
Read MorePosted in: midlandsbiz Category: financial-advisors, on-the-move
Smart Tax-Filing Strategies Every High Earner Should Review This Year
March 3, 2026
For high-income households, tax season is rarely just about filing forms on time. It’s an opportunity to align income, investments, charitable goals, and long-term wealth planning in a way that…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Angela Gravley joins Wagner Wealth Management
February 23, 2026
Angela Gravley has joined the Wagner Wealth Management team as Director of Accounting. Gravley joined the Wagner Wealth Management team in 2026 with over twenty years of experience in specialized…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Anchor Investment Management, LLC marks 25 years by launching the Anchor Impact Fund to support nonprofits across the Midlands
February 19, 2026
New charitable fund will support health, education, families and community organizations Marking its 25th anniversary, Anchor Investment Management, LLC, a comprehensive wealth management firm based in Columbia, South Carolina, is…
Read MorePosted in: midlandsbiz Category: entrepreneurship, financial-advisors, non-profit, on-the-move
Ellison Kibler at Merrill Lynch
February 17, 2026
Ellison Kibler was formed in 1983 with the goal of providing a superior wealth management experience and unsurpassed client service to affluent families, corporations, endowments and foundations. From our offices…
Read MorePosted in: midlandsbiz Category: financial-advisors
Jessica Miles ranked #10 in South Carolina on the Forbes “Top Women Wealth Advisors Best-in-State” 2026 list
February 10, 2026
Jessica Miles ranked #10 in South Carolina on the Forbes “Top Women Wealth Advisors Best-in-State” 2026 list. Published on February 4, 2026. Rankings based on data as of June 30,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Credit Union Day at State House Highlights Importance of Expanding Financial Choice for Public Entities
February 9, 2026
Event Connects Lawmakers with Credit Union Leaders Serving More Than 1.7 million South Carolinians South Carolina credit unions hosted their first-ever Credit Union Day at the State House, providing legislators…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, government, on-the-move
