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Raymond James Welcomes Parks Schoen
Parks Schoen recently joined the Schoen Capital Group of Raymond James as a Financial Advisor. “I am pleased to welcome Parks to the Raymond James family,” said Complex Manager Brian Flemmer. “He’s a perfect fit for our client-centric approach to doing business.” Parks brings an entrepreneurial and leadership backgroun[...]
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[...]
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 […]
Private Lending Industry Veteran Stephan Leccese Joins Lima One Capital’s Senior Management Team
GREENVILLE, S.C. – Lima One Capital, the nation’s premier lender for real estate investors, has added Stephan Leccese as Managing Director of Operations. In this newly created role, Leccese oversees core operational functions including loan production, strategic accounts, lender finance, valuations, and construction manageme[...]
Wagner Wealth Management ‘s Osgood named to 2024 Women of Influence
GREENVILLE, SC – Jennifer Osgood, the President of Wagner Wealth Management, has been named to GSA Business Report’s 2024 Women of Influence list. A Clemson University alum, Osgood is a licensed Wealth Advisor with more than 20 years of experience in banking and financial services. She was instrumental in the founding of Wag[...]
Wagner Wealth Management’s Turlington named to Forty Under 40
GREENVILLE, SC – Hayden Turlington, a wealth advisor with Wagner Wealth Management, has been named to GSA Business Reports Forty Under 40 list for 2024. GSA Business Report’s Forty Under 40 celebrates the success and community involvement of 40 professionals under age 40 who are making their mark on the Upstate from a mi[...]
Wagner Wealth Management hires Shanna Walker as Director of Communications
GREENVILLE, S.C. — Wagner Wealth Management has added Shanna Walker as their Director of Communications. A native of the Greenville area, Walker earned a degree in finance from Wofford College. Her background includes work in the financial services industry, as well as commercial real estate finance and development in the Upst[...]
Germein De Sario Joins Greenwood Capital Team
GREENVILLE, S.C. – Greenwood Capital is pleased to announce the addition of Germein De Sario to the client service team as a Private Client Administrator and Office Manager for the Downtown Greenville office, located at 201 W. McBee Ave. In this role, De Sario is dedicated to assisting both clients and advisors in their day-to[...]
Banker Exchange Expands Reach with New Offices in Strategic Locations Across the Nation
Greenville, 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 solidif[...]
Wagner Wealth Management named one of SC Biz News’ Inaugural 2023 Empowering Women Award Winners
GREENVILLE, S.C. – Wagner Wealth Management has won an SC Biz News’ 2023 Empowering Women Award. The Empowering Women Awards are designed to showcase tangible and innovative efforts by companies, law firms, nonprofits, and other organizations to advance women in the workplace and community. Empowering Women honorees demonstr[...]
Laura Blanton Joins Raymond James & Associates
Laura Blanton, Managing Director – Investments, recently joined the Greenville Complex of Raymond James & Associates, located at 112 Haywood Rd, Greenville. “I am thrilled to welcome Laura to the Raymond James family,” said Complex Manager Brian Flemmer. “Laura is an exceptional advisor with decades of industry exper[...]
Northwestern Mutual Expands Footprint, Opens Third Upstate Office Near Simpsonville And Mauldin Communities
Greenville, S.C. – Northwestern Mutual, a leading financial security company, announced the opening of a third Upstate office to meet the growth of the firm and serve the growing population of Greenville County. The new 5,000 square foot office is located at 126 Millport Circle, Ste 201 in Greenville, which is in close proximi[...]
