Abacus Planning Group celebrates another Certified Financial Planner Professional
October 16, 2024
Abacus 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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Abacus Planning Group Advisor, William Jeter, elected as President for the Central South Carolina Habitat for Humanity Board
September 11, 2024
Abacus 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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Financial Planning Association of South Carolina to host Annual Symposium on October 1 in Columbia
August 13, 2024
The 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, 2024
Alexandra (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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Abacus Planning Group welcomes Michael Holt to its Financial Planning Team
July 22, 2024
Abacus 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, 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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Nine college students join Northwestern Mutual summer internship program
July 14, 2024
Northwestern 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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Abacus Planning Group Advisor, Anne Marie Ashworth, appointed to the Board of Directors for New Horizon Family Health Services
July 1, 2024
Abacus 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…
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Northwestern Mutual receives top workplaces award in South Carolina for seven consecutive years
June 3, 2024
Energage, 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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Mark Clary of McBee Avenue Wealth Advisors named a 2024 Best-In-State Wealth Advisor by Forbes
May 28, 2024
The 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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Northwestern Mutual’s Tony Allen selected as GSA Business Report’s 2024 Forty Under 40 honoree
April 25, 2024
Tony 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…
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Greenwood Capital adds First Trust Capital Management’s product offerings to lineup of alternative investments
April 16, 2024
Greenwood 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…
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Laura Blanton, Ben Clauss, and Craigen Schoen named to Forbes’ 2024 list of best-in-state wealth advisors
April 16, 2024
Three 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…
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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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McBee Avenue Wealth Advisors named 2024 Forbes Best-In-State Wealth Management Team
March 20, 2024
The 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, 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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Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence
February 20, 2024
Jennifer 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, 2024
Hayden 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, 2024
Wagner 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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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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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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Wagner Wealth Management named one of SC Biz News’ inaugural 2023 Empowering Women Award winners
January 22, 2024
Wagner 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, 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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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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Northwestern Mutual expands footprint, opens third Upstate office near Simpsonville and Mauldin communities
January 11, 2024
Northwestern 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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Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville Readers’ Choice Contest
December 19, 2023
Wagner 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, 2023
Wagner 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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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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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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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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Claire Bray promoted to growth and Development Director for Northwestern Mutual’s Greenville office
October 19, 2023
The 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, 2023
For 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, 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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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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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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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…
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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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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…
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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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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…
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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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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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