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Finance

Jan 17, 2024

Northwestern Mutual Expands Footprint, Opens Third Upstate Office Near Simpsonville And Mauldin Communities

Greenville, S.C. – 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. The new 5,000 square foot office is located at 126 Millport Circle, Ste 201 in Greenville, which is in close proximi[...]

Jan 10, 2024

Former lieutenant governor joins Greenville private equity firm

A Greenville private equity firm has hired a former legislator and lieutenant governor to ...

Jan 10, 2024

Former Lieutenant Governor André Bauer joins Broadstreet as Senior Advisor

Broadstreet, Inc., a Greenville-based private equity firm, proudly announces the addition of former Lieutenant Governor and State of South Carolina legislator, André Bauer, as senior advisor to its team. In this role, Bauer will leverage his multifaceted background to assist Broadstreet in expanding its presence in the Carolina[...]

CommunityWorks is committed to creating a “brighter future” for financially underserved individuals and businesses in South Carolina by providing equitable financial products and services to build wealth. (Photo/Provided)
Dec 27, 2023

Behind this women-led Greenville financial institution’s $400M impact

The institution is committed to creating a “brighter future” for financially underserved individuals and businesses in South Carolina by providing equitable financial products and services to build wealth.

Dec 21, 2023

Wagner Wealth Management voted Best Financial Planner in Post and Courier Greenville Readers’ Choice Contest

GREENVILLE, S.C. –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 their votes for their favorite local businesses, services, spots, and more. This adds to a recent[...]

Dec 18, 2023

Wagner Wealth Management’s Mimi Edwards honored with SC Best in Busines Award

GREENVILLE, S.C. — 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 to the financial industry in 2015 when she joined Wagner Wealth. Since then, Edwards has obtained her Life and Health Ins[...]

Dec 15, 2023

Exchange Coordinator at Banker Exchange Elected to Federation of Exchange Accommodators Board of Directors

Greenville, SC – Banker Exchange is proud to recognize the ongoing contributions of Jamie Kingdom, CES, an Exchange Coordinator with the company, who was elected to the Board of Directors of the Federation of Exchange Accommodators (FEA) in September. The FEA is the national trade association for 1031 exchange practitioner[...]

Dec 15, 2023

Lima One Capital’s adds industry veteran, Andy Steben

GREENVILLE, S.C.— Andy Steben has joined Lima One Capital as Director of Wholesale Lending. Steben comes to Lima One Capital after having served as a Senior Vice President of Sales for Fairway Independent Mortgage. He also has worked at AmeriSave Wholesale Mortgage, Angel Oak Mortgage Solutions, Shelter Grow Capital, and Quick[...]

Nov 28, 2023

Kalisse L. Evert Promoted to Marketing Manager at Greenwood Capital

GREENVILLE, S.C. – Greenwood Capital is pleased to announce 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 Upstate SC community through designing and implementing marketing and sales initiatives, to i[...]