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…
Read MorePosted in: upstatebizsc Category: financial-advisors
