Columbia, SC, August 12, 2019 - Nationally-ranked Wallick Investments, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, junior portfolio manager and managing partner associate, passed the Level II exam of the CFA Program, administered in Charlotte, NC. 44% of candidates passed the June 2019 Level II exam.…
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Resource Financial pairs with NestReady
Partnership streamlines end-to-end homebuying process Columbia, S.C.-based Resource Financial Services has partnered with NestReady, a technology firm that has developed platforms to bring all parties in the homebuying process together, and make mortgage lenders the trusted brand for every homebuying need. Resource Financial turned to NestReady to streamline its mortgage services offering and to provide…
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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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