Category Archives: Finance

FinTrust Capital Advisors Hosts Third Annual FinTrust Financial Forum

On Wednesday, May 22, 2019 FinTrust Capital Advisors hosted an informative, collaborative conference focused on innovation and intellectual property at Zen in downtown Greenville. The FinTrust Financial Forum featured eight sessions, thirteen speakers, and nine discussion tables. The 200 guests included FinTrust clients and centers of influence from around the Southeast. Ken Segall delivered the…
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Andy Forrest Becomes Member Of The Institute Of Investment Management Consulting At Raymond James

[caption id="attachment_33065" align="alignleft" width="212"] Andy Forrest[/caption] Greenville, SC – Andy Forrest, a Financial Advisor with Raymond James & Associates, was selected to become a member of the Institute of Investment Management Consulting (IIMC)* at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications…
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Kincaid Retirement & Wealth Management To Present David Bach’s Smart Women, Smart Retirement®

Local financial firm helping empower women nearing retirement Who: Kincaid Retirement & Wealth Management, a woman-owned, full-service financial planning firm. What: Smart Women, Smart Retirement®, an informational dinner seminar, based on the concepts discussed in the bestselling book, Smart Women Finish Rich by nine-time New York Times bestselling author, David Bach. This evening out is…
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Alex McGrath Becomes Member Of The Institute Of Investment Management Consulting At Raymond James

[caption id="attachment_32574" align="alignleft" width="300"] Alex McGrath[/caption] Greenville, SC – Alex McGrath, a Financial Advisor with Raymond James & Associates, was selected to become a member of the Institute of Investment Management Consulting (IIMC)* at Raymond James. The Institute was developed to help financial advisors drive success in their consulting practices through educational programs, ongoing communications…
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Kincaid Retirement & Wealth Management to Present David Bach’s Smart Women, Smart Retirement®

Local financial firm helping empower women nearing retirement Who: Kincaid Retirement & Wealth Management, a woman-owned, full-service financial planning firm. What: Smart Women, Smart Retirement®, an informational dinner seminar, based on the concepts discussed in the bestselling book, Smart Women Finish Rich by nine-time New York Times bestselling author, David Bach. This evening out is…
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Nachman Norwood & Parrott Names Angela Sheppard Chief Compliance Officer

Greenville, SC – April 2, 2019 – Nachman Norwood & Parrott (NNP), an independent wealth management consultancy, recently promoted Angela Sheppard to the role of Chief Compliance Officer (CCO). As CCO, Sheppard is responsible for developing, implementing and monitoring the compliance policies and procedures for the firm. Additionally, Sheppard will oversee all trading and manage…
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Brian Weinkle, Pamela Batson, and Andrew Weinkle Designated as “Premier Advisors” By Wells Fargo Advisors

[gallery link="file" size="full" columns="2" ids="31569,31568"] Greenville, SC March 26, 2019 - Wells Fargo Advisors has designated Brian Weinkle, CWS; Pamela Batson, CFP; and Andrew Weinkle, CIMA of the Weinkle Batson Financial Consulting Group of Wells Fargo Advisors as members of the firm's Premier Advisor Program. The Premier Advisor designation is held by a select group…
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Four College Students Join Northwestern Mutual’s Nationally Recognized Internship Program

[caption id="attachment_31565" align="alignnone" width="1536"] Pictured from left to right: Jeremy Hart, Graham Pioth, Tony Allen (College Unit Director), Rachel Thornton, Mikael Manner[/caption] Greenville, S.C. (March 26, 2019) – Northwestern Mutual, a leading financial services firm, selected four college seniors to work in the Greenville office to gain valuable financial planning experience in the firm’s nationally…
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Greenwood Capital Announces C. Will Bond Promotion

GREENWOOD S.C. – Greenwood Capital is pleased to announce C. Will Bond, IV has been promoted to Senior Trading Manager. In this role, he is responsible for all systems, procedures and personnel functions related to pre-trade, execution, and post trade allocation with Greenwood Capital’s more than 15 broker relationships. Mr. Bond works directly with Greenwood…
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Lawton Smith named to Pacesetter’s Club at Morgan Stanley Wealth Management

GREENVILLE – Morgan Stanley announced today that for the second consecutive year Mr. Lawton R. Smith, a Financial Advisor in its Wealth Management office in Greenville, has been named to the Firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first class client service.   [caption id="attachment_31083"…
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