Category Archives: Finance

Toniette Mathis joins South State Investment Services as Senior Vice President and Financial Consultant

(COLUMBIA, SC – JUNE 17, 2017)  South State Investment Services announced that Toniette Mathis has joined the Upstate Region as a senior vice president and financial consultant. With over 15 years of investment management experience, Mathis provides tailored advice and guidance on investments, insurance, retirement planning, tax wise investing, wealth transfer and educational savings plans.…
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Smith Drug Company Names New Vice President, Finance

[caption id="attachment_14896" align="alignleft" width="222"] Lena Jouran[/caption] SPARTANBURG, S.C. – Smith Drug Company (SDC) has announced that Lena Jouran has joined the company as Divisional Vice President, Finance. She will support both Smith Drug Company and Burlington Drug Company in her new role. Jouran replaces Kyle Waltz, who has accepted the position of Vice President Corporate…
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Matthew Foster Becomes Certified Financial Planner™ Professional

Matthew Foster, CFP®, Financial Advisor at Raymond James & Associates in Greenville, SC has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Foster has worked at Raymond James since 2013 and…
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Oconee Economic Alliance Announces Economic Development Specialist Hire

[caption id="attachment_14374" align="alignleft" width="240"] Emily Hodge[/caption] (SENECA, S.C.) – May 18, 2017 – The Oconee Economic Alliance (OEA) is pleased to announce the addition of Emily Hodge as Economic Development Specialist. A native of Asheboro, North Carolina, Hodge joins the OEA team after earning her bachelor’s degree in economics from Sweet Briar College in Virginia,…
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Lima One Capital Appoints Michael Adams Chief Sales Officer

[caption id="attachment_14157" align="alignleft" width="240"] © MORT TUCKER PHOTOGRAPHY[/caption] GREENVILLE, S.C.— Lima One Capital, an institutionally-backed, specialty finance company that focuses on investment property lending, has hired Michael Adams as Chief Sales Officer. Adams will have an integral role in creating vision, developing corporate lending strategy and coaching staff to achieve companywide goals. Adams has extensive…
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SC Telco Federal Credit Union Announces Leadership Transitions

Greenville, SC – SC Telco Federal Credit Union, headquartered in the Upstate of South Carolina, announced, as part of its leadership succession plan and organizational re-alignment, the current three chief positions have been named as Senior Vice President positions. Patti Seymore, SVP/Chief Administrative Officer, has been with the credit union for 30 years and supervises…
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Brittany Wolff Becomes A Registered Representative

GREENVILLE, SC -  Brittany Wolff, Registered Client Service Associate at Azimuth Wealth Advisory of Raymond James, recently passed the Series 7 and Series 66 exams and is now a registered securities representative. The Financial Industry Regulatory Authority (FINRA) administers these rigorous exams, and they are required to be passed in order for financial advisors to…
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Nachman Norwood & Parrott’s Bob Nachman Named Top 1200 Financial Advisor by Barron’s

[caption id="attachment_13341" align="alignleft" width="1500"] Bob Nachman[/caption] Greenville, SC – March 20, 2017 – Nachman Norwood & Parrott’s (NNP) managing director Bob Nachman was ranked among Barron’s Top 1200 Financial Advisors in the country for 2017. “It’s a true honor to be recognized alongside the industry’s leading advisors across the nation,” said Nachman. “NNP operates as…
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Paige Siniard Joins FinTrust Investment Advisors

Greenville, SC – FinTrust Investment Advisors is pleased to announce that Paige Siniard has joined the firm as Director of Marketing and Client Engagement. [caption id="attachment_13320" align="alignleft" width="275"] Paige Siniard[/caption] Siniard has a B.A., Journalism from the University of Georgia, Athens, and over 8 years of marketing experience in multiple industries, including bank, airline, and…
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