Category Archives: Finance

Merrill Lynch Financial Advisor Paula Sabbagha Earns the Certified Divorce Financial Analyst® Designation

Columbia, S.C. – Merrill Lynch today announced that Paula Sabbagha of Merrill Lynch’s Columbia office has earned the Certified Divorce Financial Analyst® (CDFA®) certification awarded by the Institute for Divorce Financial Analysts™. “We are proud to congratulate Paula on earning the CDFA® certification,” said Joe Powers, market executive. Sabbagha is committed to helping clients in…
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Sonya Arnold Motes named on 2019 Forbes “Best In State Wealth Advisors” list

Local Merrill Financial Advisor Sonya Arnold Motes Named on the 2019 Forbes "Best-in-State Wealth Advisors" List Columbia, S.C. – Merrill announced today that Financial Advisor Sonya Arnold Motes has been recognized on the 2019 Forbes “Best-in-State Wealth Advisors" list, published on February 20. In all, 1,019 Merrill Lynch advisors are included on this year’s list,…
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Local Merrill Lynch Wealth Management Financial Advisor Michael Phemister Velasco Named on Forbes’ “Best-in-State Wealth Advisors” and Barron’s “Top 1,200 Financial Advisors” 2019 Lists

Columbia, S.C. – Merrill Lynch Wealth Management announced today that Financial Advisor Michael Velasco has been recognized on the Forbes “Best-in-State Wealth Advisors" and Barron’s “Top 1,200 Financial Advisors” 2019 lists. The lists were published on February 20 and March 11, respectively. Merrill Lynch topped both lists with 1,019 advisors named to the Forbes "Best-in-State…
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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:…
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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:…
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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…
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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’…
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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.…
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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…
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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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