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Beacon Community Bank Opens New Headquarters and Branch in North Mount Pleasant
Beacon Community Bank, a privately held community bank founded in Charleston, South Carolina, announced today its new 2-story headquarters and branch is now open at 2347 Highway 17 North in Mount Pleasant, South Carolina. This is the sixth branch opening in six years in the Charleston, South Carolina tri-county area for the robu[...]
Tax Credit Marketplace, LLC Announces New Chief Executive Officer
South Carolina based Tax Credit Marketplace, LLC (“TCM”) announces Josh Workman has been promoted to Chief Executive Officer. Workman has been with TCM and its affiliates for 24 years most recently serving as Chief Operating Officer of TCM from 2013 to July 2023. As CEO, Workman oversees the internal operations and collabora[...]
Forbes Names South Carolina Federal the Best Credit Union in South Carolina
N. Charleston, S.C. – South Carolina Federal Credit Union was named one of America’s Best In-State Credit Unions in 2023 by Forbes, ranking #1 in South Carolina. This prestigious award is presented by Forbes and Statista Inc., the world-leading statistics portal and industry ranking provider. The 2023 list of best in-state c[...]
Pinnacle Asset Management Welcomes Three Financial Experts To Charleston Market
CHARLESTON, S.C.– Pinnacle Financial Partners has welcomed three new members to the Pinnacle Asset Management team, which provides tailored comprehensive financial planning, investment management, securities trading and execution to Pinnacle clients. Manny Jimenez, Jacob Wright and Taylour Schutter bring their expansive knowle[...]
Jeter Hrubala Wealth Strategies Announces Julie Peeples as Financial Advisor
Isle of Palms, SC – Jeter Hrubala Wealth Strategies announced today that Julie Peeples has recently completed the requisite FINRA exams and an internal training program to become a financial advisor with the company. In this position, Julie’s responsibilities will include developing comprehensive financial plans, reviewi[...]
Rob DeHollander Recognized As One Of LPL Financial’s Top Financial Advisors
Greenville, SC — Rob, an independent LPL Financial advisor at DeHollander Financial Group in Greenville, today announced his inclusion in LPL’s Director’s Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*. “On behalf of LPL,[...]
Charles Towne Holdings Rebrands as CTH Advisors: Senior Investment Bankers & CEO Whisperers
In a strategic move aimed at redefining its identity and strengthening its market positioning, Charles Towne Holdings has recently announced a comprehensive rebranding initiative. The company will now operate under the new name “CTH Advisors” and will carry the tagline “Senior Investment Bankers & CEO Whisp[...]
Jarrard, Nowell & Russell Welcomes Cameron Ernstberger, James Harrelson, and Catherine Denaux!
Charleston, S.C. – Jarrard, Nowell & Russell, LLC (JNR), a Charleston-based accounting and business advisory firm, has added the following professionals to their firm: Cameron Ernstberger, Senior Staff Accountant; James Harrelson, Staff Accountant; and Catherine Denaux, Staff Accountant. Cameron Ernstberger, Senior Staff Accountant with JNR, graduated from SUNY Brockport, NY with a Bachelor’s degree in […][...]
Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
Columbia, SC – South Carolina-based RIA firm Wallick Investments, LLC is proud to announce that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations Coordinator. In addition to team support, her primary focus is sharing Wallick In[...]
Faith and factor-based WI Fidelis Index outperforms S&P 500 Index
Columbia, SC — On March 17, 2022, after successfully managing a multi-cap, multi-factor faith-based separate account composite for over 10 years, Wallick Investments, LLC / Wallick Institutional launched the WI Fidelis Multi-Cap Multi-Factor Index to benchmark the performance of diversified equity portfolios. The Index integra[...]
Wallick Investments welcomes Lisa Breese, Community Relations Coordinator
Columbia, SC – South Carolina-based RIA firm Wallick Investments, LLC is proud to announce that Mrs. Lisa Breese, with vast career experience in marketing, accounting, leadership, and community services, has joined our firm as Community Relations Coordinator. In addition to team support, her primary focus is sharing Wallick In[...]
South Carolina Federal Hires New CFS Investment Advisor
N. Charleston, S.C. – South Carolina Federal Credit Union has hired a new advisor for South Carolina Federal Investment Solutions, available through CUSO Financial Services, L.P. (CFS)*. Charlis Wright has joined Investment Solutions, through CFS*, as a financial advisor to serve clients in the Columbia area. In this role, W[...]
