Category Archives: Finance

Angel Oak Home Loans Opens Three Offices in South Carolina

Angel Oak Home Loans, LLC (Angel Oak), a fast-growing residential mortgage lender, announces branch openings in Columbia, Charleston and Hilton Head as it continues to expand its Southeast presence. The new branches will bring a wide range of lending options to local borrowers as well as the exceptional customer service, speed and delivery that Angel…
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Merrill Lynch Financial Advisor Kevin Brazell Earns Certified Plan Fiduciary Advisor Credential

Columbia, S.C. – Merrill Lynch today announced that Kevin Brazell of Merrill Lynch’s Columbia office has earned the Certified Plan Fiduciary Advisor (CPFA) credential offered through The National Association of Plan Advisors, an affiliate organization of the American Retirement Association. “We are proud to congratulate Kevin on earning the CPFA credential,” said Joe Powers, market…
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Bethany Thompson Joins FinTrust Capital Advisors

FinTrust Capital Advisors is pleased to announce that Bethany Thompson has been selected for the position of Client Service Administrator. She will focus on maintaining client relationships and assisting clients with their service requests. She values the strong relationships she forms with her clients and she enjoys helping them achieve their financial goals. She holds…
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Merrill Lynch Financial Advisor Michael Velasco Celebrates 25-Year Anniversary

Columbia, S.C. – Merrill Lynch today announced that Michael Velasco is celebrating his 25-year anniversary with the firm. He is based in the Columbia office. “Mike’s deep knowledge of the industry and his ability to effectively work with clients to help them reach their financial goals have made him an invaluable part of the Columbia…
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Merrill Lynch Financial Advisor Paula Sabbagha Earns Distinguished CERTIFIED FINANCIAL PLANNERTM Designation

Columbia, S.C. – Merrill Lynch today announced that Paula Sabbagha of Merrill Lynch’s Columbia office has earned the CERTIFIED FINANCIAL PLANNERTM certification awarded by the Certified Financial Planner Board of Standards (CFP Board), and is allowed to use the CFP® certification mark as an educational credential. The CFP® designation is awarded to individuals who meet…
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Strategic Moral Investing presentations

RIA Firm Wallick Investments, LLC will hold three information sessions on Strategic Moral Investing— factor-based investments filtered to honor Biblical values. • Thursday, September 27 at 7am, noon and 6pm at 1122 Lady Street, Suite 810 Refreshments & complimentary parking. RSVP: Susanwallick@wallickinvestments.com or by visiting wallickinvestments.com/events Each hour long session is a no obligation opportunity…
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Local Merrill Lynch Financial Advisor William Phemister Velasco Jr. Named on Forbes’ “America’s Top Next-Generation Wealth Advisors” 2018 List

[caption id="attachment_16831" align="alignleft" width="200"] Local Merrill Lynch Financial Advisor William Phemister Velasco Jr. Named on Forbes’ "America’s Top Next-Generation Wealth Advisors" 2018 List[/caption] Columbia, SC – Merrill Lynch announced today that Financial Advisor William Velasco has been recognized on Forbes’ 2018 "America’s Top Next-Generation Wealth Advisors" list, published on July 25, 2018. In all, 247…
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Local Merrill Lynch Financial Advisor Michael Velasco Named to Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State” List

Columbia, S.C. – Merrill Lynch announced today that Financial Advisor Michael Velasco has been recognized on Barron’s 2018 “America’s Top 1,200 Financial Advisors: State-by-State” list published on March 12. In all, 295 Merrill Lynch advisors are included on this year’s list. “We are incredibly proud of Mike and his recognition on this list, and believe…
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Wallick Investments launches mobile-friendly site

Columbia, SC, August 8, 2018 - In January 2018, Columbia RIA firm Wallick Investments relocated to 1122 Lady Street, Suite 810 in downtown Columbia. Glass doors and large panels throughout provide a bird’s-eye view of West Columbia from the 8th floor hallway. To go with the new offices comes a new look for the Wallick…
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