Category Archives: Finance

William R. Jeter – Abacus Planning Group, Inc.

Abacus Planning Group, Inc. proudly announces that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination that covers the following areas:…
Read more

William Jeter completes CFP certification

Abacus Planning Group, Inc. proudly announces that William R. Jeter has completed all requirements for the CFP® credential. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination that covers the following areas:…
Read more

Wallick Investments’ Core Growth and Fidelis composites receive 4-star Morningstar Ratings Overall

[caption id="attachment_18615" align="alignleft" width="1835"] Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] Columbia, SC, March 7, 2019 - Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 4-star Morningstar RatingTM among 159 mid-cap blend products as of December 31, 2018 for 3-year, 5-year, 10-year and Overall risk-adjusted performance. WI Core Growth…
Read more

InvestiNet expanding its existing South Carolina operations

March 5, 2019 – InvestiNet, a full-service account receivables management firm, today announced plans to expand its existing operations in Greenville County. The company’s expected $2.1 million investment is projected to create approximately 85 new jobs over a five-year period. Founded in 2011, InvestiNet features an unmatched investigation and legal enforcement network to optimize clients’…
Read more

Morningstar’s highest rating for risk-adjusted performance for Wallick Investments’ Core Growth Composite

[caption id="attachment_18615" align="alignleft" width="900"] Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] Columbia, SC, November 30, 2018 - Wallick Investments, LLC’s chief equity composite strategy, WI Core Growth, received a 5-star Morningstar RatingTM among 157 mid-cap blend products as of September 30, 2018 for 3-year, 5-year, 10-year and Overall risk-adjusted performance— Morningstar’s highest rating.…
Read more

Resource Financial Services Receives CCRA 2018 Affiliate of the Year Award

[caption id="attachment_18802" align="alignnone" width="1070"] Mortgage bankers from Resource Financial Services at company headquarters in Columbia, SC, from left, Jennifer Bowie, Zach Tronco, Jenny Smith, A. Wade Douroux, David Cain, Meredith DuRant and Josh Tronco.[/caption] Resource Financial Services, an independently owned full-service mortgage company serving the Southeast, is pleased to announce it is the recipient of…
Read more

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…
Read more

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…
Read more

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…
Read more

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…
Read more