Upcoming Origin SC’s workshops in February 2022
February 2, 2022
FREE Workshops focusing on Homeownership, Credit, and Budgeting Origin SC will host free financial education & homeownership workshops in February and is offering a brand new open forum series of…
Read MorePosted in: lowcountrybizsc Category: financial-advisors, non-profit, on-the-move
Raymond James welcomes Gray Ellenberg to downtown Greenville and new Greenwood branch
February 1, 2022
Gray Ellenberg, CFP®, recently joined Raymond James & Associates (RJA) to open the firm’s first office in Greenwood. Ellenberg will also serve clients from RJA’s downtown Greenville office. “I am…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Fighting for the Truth: Investor Misinformation
January 29, 2022
By Stephen J. Scott, CFP® Within the past decade, the term “fake news” has entered into our lexicon. While most people associate the term with politics, the idea of misleading…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, banking-and-finance, financial-advisors, on-the-move
Entrepreneur Minute – Lindsay Cox, Financial Advisor
January 27, 2022
The Who’s on the Move, Entrepreneur Minute is an interview in support of the undeniable impact that entrepreneurs have on our communities. We will be highlighting 20 entrepreneurs in each of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, entrepreneurship, financial-advisors, podcast
Jane Downey, MBM Partner, named to leading U.S. Bankruptcy and Restructuring Lawyers listing
January 18, 2022
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named as one of the 2022 500 Leading U.S. Bankruptcy and Restructuring Lawyers. Downey is selected as one of…
Read MorePosted in: midlandsbiz Category: banking-and-finance, employment-agencies, financial-advisors, law, on-the-move
MBM Law Partner, Jane Downey, named to Board of Directors for Credit Abuse Resistance Education (CARE)
December 16, 2021
Jane H. Downey, Partner at Moore Bradley Myers (MBM), has been named to the Board of Directors for Credit Abuse Resistance Education (CARE). The announcement on the appointment for Downey,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, financial-advisors, law, on-the-move
Northwestern Mutual expands east coast footprint
November 17, 2021
Zach Walker, a financial advisor for Northwestern Mutual, has relocated from Colorado Springs, CO to Myrtle Beach, SC to serve the Grand Strand of South Carolina. Northwestern Mutual, a leading…
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South Carolina banker appointed to American Bankers Association Government Relations Council
November 17, 2021
First Reliance Bank announced that Robert Dozier, Jr., president of First Reliance Bancshares and chief operating officer of First Reliance Bank, has been appointed to serve as South Carolina’s representative…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, local-industry, on-the-move
Faith- & factor-based WI Fidelis receives 4-star Morningstar Overall rating 23/28 quarters
November 8, 2021
Wallick Investments, LLC’s faith- and factor-based separately managed account strategy, WI Fidelis, has received yet again a 4-star Morningstar RatingTM for 3-year, 5-year and Overall risk-adjusted performance among 145 Mid-Cap…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Raymond James & Associates
November 8, 2021
When it comes to planning for financial goals, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting…
Read MorePosted in: upstatebizsc Category: financial-advisors
Raymond James welcomes the Clauss & Ellison Group to the downtown Greenville branch
November 4, 2021Ben Clauss, CFA®, and Doug Ellison, CFP®, recently joined Raymond James & Associates (RJA) to form the Clauss & Ellison Group of Raymond James. Also joining them are Financial Advisor…
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Choosing a Guardian for Your Minor Child
October 29, 2021
By Laird W. Green, CFP® While no one wants to think about the possibility of not being there to raise a child, naming a guardian for your child is of…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, law, on-the-move
John Beale promoted to Greenwood Capital Compliance Manager
October 26, 2021
Greenwood Capital, an SC-based $1.5 billion asset manager, is pleased to announce the promotion of John E. Beale, Jr. to the firm Compliance Manager. In this role, Beale administers Greenwood…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Discussing a prenuptial agreement with your adult children
September 30, 2021
By Edward W. Kramer, CFP®, EA Should you require your children to have a prenuptial agreement? This question can be very important if you have a family business, financial wealth,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Greenwood Capital launches qualified group retirement benefits offerings
September 14, 2021
Greenwood Capital is pleased to launch qualified group retirement solutions such as 401(k), 403(b), profit sharing plans, cash balance plans, and other retirement offerings to local businesses and business owners.…
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Aligning Your Values with Your Investments
August 30, 2021
by Bailey O. Davis There are so many ways to help people, organizations, and causes that are special to you. You may donate your time by volunteering in your community.…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, environmental, financial-advisors, on-the-move
State Treasurer Curtis Loftis Reminds PalmettoBaby Parents to File for $529 Grant by Aug. 31 Deadline
August 24, 2021
State Treasurer Curtis Loftis would like your help in reminding South Carolina parents who gave birth on May 29, 2021, that Tuesday, August 31 is the deadline to complete the…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, on-the-move
FPA of South Carolina collaborating with North Carolina chapters to host annual symposium
August 19, 2021
In an effort to bring high-quality educational content to more financial planners, the Financial Planning Association (FPA) of South Carolina announced today they plan to collaborate with the Financial Planning…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: accounting, banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Thirteen college students join Northwestern Mutual’s nationally recognized internship program
August 17, 2021
Northwestern Mutual, a leading financial security company, has selected 13 college students to gain valuable financial planning experience in the firm’s nationally recognized internship program in its Greenville, Spartanburg and…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Northwestern Mutual’s Evan Hammond selected as Charleston Regional Business Journal’s Forty Under 40 honoree
August 17, 2021
Evan Hammond, a financial advisor and field director of Northwestern Mutual’s Charleston office, was selected as a 2021 honoree of the Charleston Regional Business Journal’s Forty Under 40 recognition. The…
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Northwestern Mutual receives Top Workplaces award in South Carolina
August 11, 2021
Northwestern Mutual, a leading financial security company, recently received recognition as one of the Top Workplaces in South Carolina for the fourth consecutive year. Northwestern Mutual’s South Carolina offices were…
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How Hard is Your Cash Working?
July 27, 2021
Managing cash in a low interest rate environment by Stephen E. Maggard With current treasury yields hovering slightly above zero, individuals are experiencing angst over the lack of returns from…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Cassidy Murphy joins FinTrust Capital Advisors
June 22, 2021
FinTrust Capital Advisors announced that Cassidy Murphy has joined the FinTrust team as a Financial Planner. She will be responsible for collecting and analyzing client data, and the development of…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
Protecting Your Children’s Credit
June 16, 2021
By Brittany M. Midgette As you sort through your mail, you may notice that some mail has arrived that is addressed to your child. For example, your ten-year-old child may…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
Understanding Your Portfolio and Fees
May 29, 2021
By Charles B. Flowers, CFA At the end of every month, quarter, and year, the investment world tallies returns and produces reports. Frequently the results are delivered in chart-filled reports…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
Charles Towne Holdings launches new advisory division
May 19, 2021
Charles Towne Holdings has launched a new division to service middle market companies that require solutions to complex business problems. Charles Towne Advisory Services is a team of former CEOs…
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Community Shred Day Scheduled for June 19
May 18, 2021
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
FPA of South Carolina to offer scholarships to South Carolina-based high school students for the summer 2021 Financial Planning Academy
May 6, 2021
In an effort to introduce high school students to the financial planning profession, the Financial Planning Association (FPA) of South Carolina announced today they plan to offer a limited number…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move
Order of Contributions
April 30, 2021
By Corinne Hanna, CFP® Whether you are an employee deciding about your annual benefits at election time or an employer deciding which benefits to offer, make your workplace benefits work…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
Columbia’s George Starnes III named one of Barron’s Top 1,200 Financial Advisors
April 21, 2021
G3 Wealth Advisors, a wealth management firm in Columbia, is pleased to announce private wealth advisor George R. Starnes III was recently named a 2021 Barron’s Top 1,200 Financial Advisor.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, financial-advisors, on-the-move
Wilson Kibler expands Columbia brokerage team with new hire
March 31, 2021
Wilson Kibler, a full-service commercial real estate company headquartered in Columbia since 1987, announced today it is expanding its brokerage team with the recent hiring of Clark McCarthy. McCarthy joins…
Read MorePosted in: midlandsbiz Category: business-services, commercial-real-estate, financial-advisors, on-the-move
How to Think About Insuring that Second Home
March 30, 2021
By Molly A. Thomas, FPQP™ Many people dream of a second home—a place to go for some rest and relaxation, a place to call your own, a place for family…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, insurance, on-the-move, residential-real-estate
Director of Financial Aid at Piedmont Technical College Elected President of South Carolina Assocation of Student Financial Aid Administrators
March 29, 2021
Missy Perry, FAAC®, director of financial aid at Piedmont Technical College (PTC), has been elected president of the South Carolina Association of Student Financial Aid Administrators (SCASFAA). The organization made…
Read MorePosted in: laurenscountybuzz Category: education, financial-advisors, on-the-move
Whom Should I Select to Serve as Trustee?
February 24, 2021
By Jonathan J. Robertson, CFP® When people are updating their estate documents, they frequently leave assets in trust for someone else. The key concept behind the idea of a trust…
Read MorePosted in: laurenscountybuzz Category: accounting, advice, financial-advisors, law, on-the-move
SPACs – Special Purpose Acquisition Companies
February 24, 2021
By William R. Jeter, CFA, CFP® SPACs are currently all of the rage in financial media. Why? As with any investment being heavily promoted, you can almost always understand by…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, on-the-move
Highest Morningstar Rating for Wallick Investments’ Fidelis
February 17, 2021
Wallick Investments, LLC’s faith and factor-based separate account composite, Fidelis, received a 5-star Morningstar RatingTM among 446 Large-Cap Value products for 3-year, 5-year and Overall risk-adjusted performance as of December…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Nancye Bailey earns Certified Association Executive credential
February 16, 2021
ASAE has announced that Nancye Bailey, President of NDB Association & Event Management, has earned the Certified Association Executive (CAE®) designation. The CAE is the highest professional credential in the…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, business-services, chamber, financial-advisors, hospitality, marketing-and-communications, media, non-profit, on-the-move, philanthropy
Northwestern Mutual
January 29, 2021For more than 160 years, Northwestern Mutual has been helping clients plan for their financial security with confidence. Our financial advisors help clients through a comprehensive planning approach that addresses…
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