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…

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Posted 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…

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Posted 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, 2021

For 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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Posted in: upstatebizsc   Category: financial-advisors