Category Archives: Finance

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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Jessica Turner to Lead South State Regulatory Relations

COLUMBIA, S.C. – (July 25, 2018) - South State Bank has selected Jessica Turner to lead the company’s Regulatory Relations and Corporate Insurance department. Turner has more than 20 years of experience in banking operations management, project and change management, as well as process improvement, which equip her to serve as the bank’s liaison with…
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Merrill Lynch Financial Advisor Ladd G. Lumpkin Earns the Certified Divorce Financial Analyst® Designation

Merrill Lynch Financial Advisor Ladd G. Lumpkin Earns the Certified Divorce Financial Analyst® Designation Columbia, S.C. – Merrill Lynch today announced that Ladd G. Lumpkin of Merrill Lynch’s Columbia office has earned the Certified Divorce Financial Analyst® (CDFA®) certification awarded by the Institute for Divorce Financial AnalystsTM. [caption id="attachment_16078" align="alignleft" width="250"] Ladd G. Lumpkin[/caption] “We…
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A few Smart Financial Savings Tips from our NAIFA-SC Members:

Columbia, SC - The National Association of Insurance and Financial Advisors - SC Chapter (NAIFA-SC) is excited to announce an initiative throughout the next few weeks of July where NAIFA-SC members share their expert advice on smart financial saving tips. · Track your spending! The best way to save is to know what you spend!…
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Permanent Equity Firm Adventur.es Establishes Columbia, South Carolina Office

FOR IMMEDIATE RELEASE (May 9, 2018) - Adventur.es, a Missouri-based private equity firm with a long-term hold investment approach, is opening its first regional office in Columbia, South Carolina. Columbia native Mills Snell is joining the firm as Vice President, and will lead the organization’s presence in the southeastern United States. Focused on closely-held family…
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