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
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
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…
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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
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…
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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…
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Rebecca Kincaid of Kincaid Retirement & Wealth Management inducted into Advisors Excel Hall of Fame
January 30, 2026
Rebecca Kincaid, Founder and CEO of Kincaid Retirement & Wealth Management, has been inducted into the Advisors Excel Hall of Fame, a prestigious honor recognizing top-performing financial professionals within the…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Plan for Four Retirements Rather Than One
January 23, 2026
By Jennifer Osgood President Wagner Wealth Management For many Americans, especially those entering retirement with substantial assets, retirement is not a single event but a multi-decade journey that evolves over…
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Raymond James welcomes James McNally
January 8, 2026
James McNally, Senior Vice President, Investments, recently joined Raymond James & Associates (RJA) at 112 Haywood Rd in Greenville. “I am excited to welcome James to the Raymond James team,”…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Wagner Wealth earns Greenville’s Best distinction
December 16, 2025
For the third year in a row, readers of the Post and Courier have named Wagner Wealth Management Greenville’s Best Financial Planner in the Post and Courier Greenville’s Readers’ Choice…
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New ABC Series Your Retirement, Your Rules with Rebecca Kincaid empowering viewers to take control of their financial futures to premier November 16
November 18, 2025Rebecca Kincaid, Founder & CEO of Kincaid Retirement & Wealth Management in Greenville, South Carolina, and author of No One Owes You Anything, is making her television debut with the…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
UBS hires financial advisor Michael Shain in Greenville
October 20, 2025
UBS Wealth Management announced the hiring of Financial Advisor Michael Shain in Greenville. Michael returns to UBS after a distinguished 33-year career at the firm, before his retirement in February…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Anchor Investment Management’s senior relationship manager, Brian Blackwelder, earns prestigious IACCP ® compliance designation
September 2, 2025
Anchor Investment Management, LLC, a leading asset management firm based in Columbia, South Carolina, announced that Brian Blackwelder, CFP®, senior relationship manager, has earned the prestigious designation of Investment Adviser…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
3 year performance and $100M AUM for faith and factor ETF replicating Fidelis 100 Index
August 29, 2025
As of August 26, 2025 Inspire Fidelis Multi Factor ETF (ticker: FDLS), mandated to replicate Wallick Investments, LLC’s Fidelis 100 Index, has over $100M in assets under management and an…
Read MorePosted in: midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, financial-advisors, on-the-move
Wagner Wealth Management honored for Empowering Women
August 25, 2025
Wagner Wealth Management has earned a SC Biz News Empowering Women Award. This is the firm’s second consecutive win, having also earned this distinction in 2024. Winners were selected by…
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Failing to Plan in Family Business Succession: Planning to Fail?
August 15, 2025
By Brittany M. Midgette, CFP® Abacus Anyone who has watched the HBO series Succession has seen the challenges of passing along a family business to the next generation. While most…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
SC trial attorneys launch national firm as Indexed Universal Life insurance schemes soar across the state
August 6, 2025
Founder Robert Rikard has recovered tens of millions for clients misled by “tax-free retirement” and investment-based insurance schemes surrounding Indexed Universal Life products. South Carolina trial attorneys Robert Rikard and…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: business-services, financial-advisors, insurance, law, marketing-and-communications, on-the-move
3D Wealth Management Partners combine 60+ years of experience to guide clients to long term financial security
July 17, 2025
New ensemble within the Greenville office of Northwestern Mutual focuses on optimizing asset growth through a diversified approach 3D Wealth Management is committed to serving a growing portfolio of almost…
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Ellison Kibler named as one of nation’s top DC Advisor Teams
July 2, 2025Ellison Kibler has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Abacus Planning Group celebrates 18th CFP® professional as Anne Serrano earns certification
June 9, 2025
Abacus Planning Group, Inc., a fiduciary financial planning firm serving multigenerational families, announces that Anne Serrano has successfully all requirements to earn the Certified Financial Planner® (CFP®) certification. With this…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Ellison Kibler receives national recognition as a Barron’s Top 250 Private Wealth Management Team
June 2, 2025
Ellison Kibler, a prominent private wealth management team based in Columbia, SC, has earned national recognition, being named to the prestigious Barron’s Top 250 Private Wealth Management Teams list for…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Lima One Capital hires Greg Larsen as Senior Director of Underwriting
April 30, 2025
Lima One Capital, the nation’s premier lender for real estate investors, has hired mortgage credit industry leader Greg Larsen as its new Senior Director of Underwriting. Larsen will lead Lima…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Ben Clauss and Craigen Schoen named to Forbes’ 2025 list of Best-In-State Wealth Advisors
April 23, 2025
Two local Raymond James-affiliated financial advisors, Ben Clauss, CFA®, and Craigen Schoen, CFP®, were recently named to the 2025 Forbes list of Best-In-State Wealth Advisors. “It’s a pleasure to once…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Abacus Planning Group Advisor, Ann Beckwith, appointed to the Board of Directors for Sistercare
April 8, 2025
Abacus Planning Group proudly announces the appointment of Ann Beckwith, CFP® to the board of directors of Sistercare. Sistercare’s philosophy is to empower survivors of domestic violence and their children…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Endeavor Coworking Community welcomes new All Access members
February 25, 2025
Endeavor Workspaces announced three new All Access members: Mark Koppelmann, MBA, CFP, CRPS, senior financial advisor of LPL Financial, Andrea Koppelmann, MS, director of client relations of LPL Financial, and…
Read MorePosted in: upstatebizsc Category: accounting, banking-and-finance, business-services, entrepreneurship, financial-advisors, local-industry, marketing-and-communications, on-the-move
Wagner Wealth Management earns Best Financial Planner honor
January 10, 2025
More than 7,000 people voted in a poll that named Wagner Wealth Management the Best Financial Planner in the Greenville area. This is the second year in a row that…
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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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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, non-profit, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, law, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: financial-advisors, non-profit, on-the-move
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…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, business-services, commercial-real-estate, construction, economic-development, financial-advisors, on-the-move
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…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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,…
Read MorePosted in: upstatebizsc Category: 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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
