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Finance

South Carolina economists think that impact of increased interest rates could be short-lived in the state. (Photo/Molly Hulsey)
May 10, 2024

South Carolina economists: market bullish despite interest rate spike

South Carolina economists think the impact of increased interest rates could be short-lived in the state.

Mar 12, 2024

Raymond James Welcomes Parks Schoen

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 Flemmer. “He’s a perfect fit for our client-centric approach to doing business.” Parks brings an entrepreneurial and leadership backgroun[...]

Mar 7, 2024

Wallick Investments now offers holistic financial planning

South Carolina-based RIA firm Wallick Investments, LLC is proud to announce the addition of a new financial planning service line to complement its long-standing investment advisory and portfolio management services. This new service line, called Fidelis Wealth Planning, continues the same strategic moral approach Wallick Invest[...]

Mar 5, 2024

Banker Exchange Highlights Female Empowerment & Achievement During Women’s History Month

As the world celebrates Women’s History Month, Banker Exchange, a pioneering firm in 1031 tax-deferred exchanges, takes the opportunity to announce and celebrate its recent recognitions: the SCBiz Empowering Women Award and the prestigious 2024 GSA Women of Influence Award received by its President, Shonna Felkel. The SCBiz Empowering Women Award recognizes organizations in South […]

Feb 22, 2024

Private Lending Industry Veteran Stephan Leccese Joins Lima One Capital’s Senior Management Team

GREENVILLE, S.C. – Lima One Capital, the nation’s premier lender for real estate investors, has added Stephan Leccese as Managing Director of Operations. In this newly created role, Leccese oversees core operational functions including loan production, strategic accounts, lender finance, valuations, and construction manageme[...]

Feb 21, 2024

Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence

GREENVILLE, SC – 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 with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wag[...]

Feb 19, 2024

Wagner Wealth Management’s Turlington named to Forty Under 40

GREENVILLE, SC – 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 success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mi[...]

Feb 13, 2024

Wagner Wealth Management hires Shanna Walker as Director of Communications

GREENVILLE, S.C. — 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 work in the financial services industry, as well as commercial real estate finance and development in the Upst[...]

Feb 7, 2024

Germein De Sario Joins Greenwood Capital Team

GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to[...]

Feb 2, 2024

Banker Exchange Expands Reach with New Offices in Strategic Locations Across the Nation

Greenville, SC: Banker Exchange, a leading company in the realm of 1031 exchanges, is excited to announce the expansion of its offices, marking a significant step in broadening its national presence. This expansion includes establishing a stronger foothold in the vibrant Lowcountry and Coastal areas of South Carolina and solidif[...]

Jan 24, 2024

Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners

GREENVILLE, S.C. – 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, and other organizations to advance women in the workplace and community. Empowering Women honorees demonstr[...]

Jan 23, 2024

Laura Blanton Joins Raymond James & Associates

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 Raymond James family,” said Complex Manager Brian Flemmer. “Laura is an exceptional advisor with decades of industry exper[...]