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
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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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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City of Cayce one of six SC local governments to receive Distinguished Budget Presentation Award
January 8, 2024On January 2, at the first Cayce City Council meeting of 2024, the City of Cayce received the Distinguished Budget Presentation Award for Fiscal Year 2023- 2024 and the Certificate…
Read MorePosted in: midlandsbiz Category: accounting, banking-and-finance, financial-advisors, government, on-the-move
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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Savant Wealth Management Expands Presence with Strategic Acquisition of Clinton-Based South Carolina Firms
December 2, 2023
Savant Wealth Management, based in Northern Illinois, has recently completed its second combination deal of 2023, marking another significant step in the firm’s strategic expansion. The latest acquisition involves the…
Read MorePosted in: laurenscountybuzz Category: financial-advisors, headlines, 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…
Read MorePosted in: upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
Rick Durkee elected to the regional Better Business Bureau Board
November 21, 2023
The board of directors for the Better Business Bureau (BBB) of the Midlands and Lowcountry of South Carolina elected Charleston businessman Rick Durkee as their 2024 Treasurer. Mr. Durkee founded…
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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: 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…
Read MorePosted 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,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, business-services, churches, financial-advisors, non-profit, on-the-move, philanthropy
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move, veterans
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: advice, banking-and-finance, business-services, financial-advisors, on-the-move
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…
Read MorePosted in: midlandsbiz, upstatebizsc Category: banking-and-finance, financial-advisors, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, financial-advisors, insurance, marketing-and-communications, on-the-move
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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, on-the-move
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…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
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…
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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…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: banking-and-finance, education, financial-advisors, non-profit, on-the-move, the-arts
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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Annual Shred Day Sponsored by Cornerstone Investment Management Scheduled for June 3rd
May 30, 2023
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
Arthur State Bank Relocating Trust and Wealth Management Division to New Clinton Location
May 14, 2023
The banking business is booming for Arthur State Bank. Currently celebrating their 90 anniversary serving customers in 18 branch locations throughout South Carolina, it was announced last week that the…
Read MorePosted in: laurenscountybuzz Category: business-services, financial-advisors, headlines, on-the-move
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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Forbes recognizes Craigen Schoen and Trey Martin as two of SC’S Best-In-State Wealth Advisors
April 26, 2023Two local Raymond James-affiliated financial advisors, Craigen Schoen, CFP®, and Trey Martin, AIF®, were recently named to the 2023 Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors…
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Putting Your Cash to Work
April 25, 2023
By Charles B. Flowers, CFA The creation of a cash management plan is the best way to optimize your cash. A successful cash management plan incorporates cash needs, time frames,…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, on-the-move
The Role of Trustee in Family Governance
April 2, 2023
By Jonathan J. Robertson, CFP® One of the most important decisions when you create an estate plan is selecting a trustee to manage your assets. You have many options when…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc Category: advice, banking-and-finance, financial-advisors, on-the-move
Ben A. Rast, CFP®, CPWA® of Morgan Stanley named Corporate Walk Chair for The Leukemia & Lymphoma Society’s Light The Night
March 26, 2023
The South Carolina/Georgia Region of The Leukemia & Lymphoma Society (LLS) announced Ben A. Rast of The Rast McFadden Wealth Management Group at Morgan Stanley as the Corporate Walk Chair…
Read MorePosted in: midlandsbiz Category: financial-advisors, non-profit, on-the-move, philanthropy
Endeavor coworking community welcomes All Access members
March 8, 2023
Endeavor, the coworking and office space community in downtown Greenville’s ONE tower, announces three new All Access members: Beth Gibson, president of Planning Solutions Corp; Nick Dennison, loan officer at…
Read MorePosted in: upstatebizsc Category: business-services, entrepreneurship, financial-advisors, manufacturing, marketing-and-communications, on-the-move
Wagner Wealth Management’s Hayden Turlington named Chamber YP of the Year
March 2, 2023
The Greenville Chamber of Commerce has named Wagner Wealth Management’s Hayden Turlington its Young Professional of the Year. A born and raised Greenvillian, Turlington majored in music and was on…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
A Guide to Bunching Charitable Contributions
February 27, 2023
by Stephen E. Maggard, CFP® Giving generously to charity is often a topic near and dear to our clients’ hearts; close behind on the priority list is limiting the amount…
Read MorePosted in: lowcountrybizsc, midlandsbiz, upstatebizsc, laurenscountybuzz Category: accounting, advice, banking-and-finance, financial-advisors, non-profit, on-the-move, philanthropy
Drew Stevens named ‘Moore School Distinguished Young Alumni’
February 27, 2023
Drew Stevens was just selected as the 2023 ‘Moore School Distinguished Young Alumni Award’ recipient. He’s a Certified Financial Planner with Northwestern Mutual and a partner in the G3 Wealth…
Read MorePosted in: midlandsbiz Category: banking-and-finance, education, entrepreneurship, financial-advisors, insurance, on-the-move, philanthropy
Emily Tarney, CFP® named to Pacesetter’s Club at Morgan Stanley Wealth Management
February 7, 2023
Morgan Stanley (NYSE: MS) today announced that Emily Tarney, CFP®, a Financial Advisor with The Rast McFadden Wealth Management Group in Columbia has been named to the Firm’s Pacesetter’s Club,…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, insurance, local-industry, on-the-move
Sage Capital Wealth Management named to Forbes list of Best-in-State Wealth Management Teams
February 2, 2023
Trey Martin, CRPS®, AIF®, WMS, and Kristiaan de Roos, WMS, of Sage Capital Wealth Management of Raymond James, were among the advisors named to the 2023 Forbes list of Best-in-State…
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The Rast McFadden Wealth Management Group named to Forbes Magazine’s Best-In-State Wealth Management Teams
January 30, 2023Morgan Stanley (NYSE: MS) announced that The Rast McFadden Wealth Management Group based in Columbia, SC has been named to Forbes Magazine’s 2023 list of America’s Best-In-State Wealth Management Teams.…
Read MorePosted in: midlandsbiz Category: banking-and-finance, business-services, financial-advisors, on-the-move
Where Do You Want To Be Five Years From Today?
January 30, 2023
by Ann J. Beckwith, CFP® In goal setting, it’s important to step back and look at where we wish to be and how we spend our time today in the…
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Spencer Cole joins FinTrust Capital Advisors
January 4, 2023
FinTrust Capital Advisors, a wholly-owned subsidiary of United Community Bank, announced the addition of Spencer Cole as Vice President Investment Advisor. In this role, Cole will assist clients with wealth…
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Northwestern Mutual Spartanburg expands office and Nate Samuel is named the Growth and Development Director
December 22, 2022
Northwestern Mutual, a leading financial security company, has named Nate Samuel to serve as Spartanburg’s Growth and Development Director. Northwestern Mutual has been operating an office in Spartanburg since 2005…
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Michael Oana Retirement Planning Specialist welcomes Chris Burnette
November 14, 2022
Michael Oana Retirement Planning Specialist welcomed Chris Burnette to the team as an experienced Financial Advisor. Chris is a graduate of the University of South Carolina. He has worked as…
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Trey Martin named to AdvisorHub Fastest Growing Advisors to Watch
November 1, 2022
Trey Martin, AIF®, WMS, Managing Director and Senior Vice President, Investments, with Sage Capital Wealth Management of Raymond James, was among the Raymond James-affiliated advisors named to the AdvisorHub Fastest…
Read MorePosted in: upstatebizsc Category: financial-advisors, on-the-move
