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Finance

Mar 7, 2024

Wallick Investments now offers holistic financial planning

South Carolina-based RIA firm Wallick Investments, LLC is proud to announce the addition of a new financial planning service line to complement its long-standing investment advisory and portfolio management services. This new service line, called Fidelis Wealth Planning, continues the same strategic moral approach Wallick Invest[...]

Mar 5, 2024

Banker Exchange Highlights Female Empowerment & Achievement During Women’s History Month

As the world celebrates Women’s History Month, Banker Exchange, a pioneering firm in 1031 tax-deferred exchanges, takes the opportunity to announce and celebrate its recent recognitions: the SCBiz Empowering Women Award and the prestigious 2024 GSA Women of Influence Award received by its President, Shonna Felkel. The SCBiz Empowering Women Award recognizes organizations in South […]

Feb 22, 2024

D. Garet Strange, CFP has been promoted to Shareholder of Hobbs Group Advisors, LLC

COLUMBIA – D. Garet Strange, CFP has been promoted to Shareholder of Hobbs Group Advisors, LLC in the Columbia office. Prior to being named Shareholder, Garet was the Executive Vice President of Hobbs Group Advisors. Hobbs Group Advisors was founded in 2006 by Mark T. Hobbs, CPA and Pete Pigeon, CFP and has grown to [&he[...]

Feb 1, 2024

Banker Exchange Expands Reach with New Offices in Strategic Locations Across the Nation

Columbia, SC – Banker Exchange, a leading company in the realm of 1031 exchanges, is excited to announce the expansion of its offices, marking a significant step in broadening its national presence. This expansion includes establishing a stronger foothold in the vibrant Lowcountry and Coastal areas of South Carolina and so[...]

Jan 22, 2024

Tax Credit Marketplace, LLC Announces Closing of Largest Annual Fund in Firm History

South Carolina- based Tax Credit Marketplace, LLC (“TCM”)’s 2023 Fund closed December 31, 2023 generating over $31.1 million in South Carolina income tax credits, a 35% increase over 2022. The 2023 Fund invested in 19 qualifying rehabilitation projects in 10 counties across South Carolina (Anderson, Charleton, Clarendon, G[...]

Jan 10, 2024

Former lieutenant governor joins Greenville private equity firm

A Greenville private equity firm has hired a former legislator and lieutenant governor to ...

Dec 13, 2023

Exchange Coordinator at Banker Exchange Elected to Federation of Exchange Accommodators Board of Directors

Banker Exchange is proud to recognize the ongoing contributions of Jamie Kingdom, CES, an Exchange Coordinator with the company, who was elected to the Board of Directors of the Federation of Exchange Accommodators (FEA) in September. The FEA is the national trade association for 1031 exchange practitioners and their professiona[...]

Oct 12, 2023

Tax Credit Marketplace, LLC Announces Corey Memmott Promoted to Chief Investment Officer

South Carolina based Tax Credit Marketplace, LLC (“TCM”) announces Corey Memmott has been promoted to Chief Investment Officer (CIO). Memmott joined TCM in 2021 and initially served as Investment Portfolio Manager. As CIO, Corey monitors the investment composition and performance of existing investment funds. He is also resp[...]

Oct 2, 2023

SC Association for Community Economic Development announces Tom Barkin as a keynote speaker at 24th Annual Conference

COLUMBIA, S.C. — South Carolina Association for Community Economic Development (SCACED) is proud to announce Tom Barkin, President and CEO of the Federal Reserve Bank of Richmond (“Richmond Fed”), as a keynote speaker for its annual conference, Opportunity SC: 2023. The 24th annual conference is the largest comprehensive c[...]

Aug 14, 2023

Tax Credit Marketplace, LLC Announces New Chief Executive Officer

South Carolina- based Tax Credit Marketplace, LLC (“TCM”) announces Josh Workman has been promoted to Chief Executive Officer. Workman has been with TCM and its affiliates for 24 years most recently serving as Chief Operating Officer of TCM from 2013 to July 2023. As CEO, Workman oversees the internal operations and collabor[...]

Aug 9, 2023

Forbes Names South Carolina Federal the Best Credit Union in South Carolina

N. Charleston, S.C. – South Carolina Federal Credit Union was named one of America’s Best In-State Credit Unions in 2023 by Forbes, ranking #1 in South Carolina. This prestigious award is presented by Forbes and Statista Inc., the world-leading statistics portal and industry ranking provider. The 2023 list of best in-state c[...]

Jun 23, 2023

Rob DeHollander Recognized As One Of LPL Financial’s Top Financial Advisors

Greenville, SC —  Rob, an independent LPL Financial advisor at DeHollander Financial Group in Greenville, today announced his inclusion in LPL’s Director’s Club. With more than 21,000 LPL-affiliated advisors nationwide, LPL awards this distinction to select advisors based upon their business success*. “On behalf of LPL,[...]