Durham, NC [December 17, 2019] - Turbine Federal Credit Union, based in Greenville South Carolina today announced a merger with Self-Help Credit Union (Self-Help), headquartered in Durham, NC. Turbine has approximately 2900 members and $26 million in assets. The merger was approved by both credit union boards and by state and federal credit union regulators.…
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Diversified Trust Names Michael Gragnani as Managing Principal
Diversified Trust Names Michael Gragnani as Managing Principal Comprehensive Wealth Management Firm Expands Leadership Team GREENVILLE, South Carolina – (December 11, 2019) – Diversified Trust, an independent comprehensive wealth management firm with offices throughout the Southeast and over $7 billion of client assets under management, today announced that Michael Gragnani, CFP, is the new managing…
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Four Northwestern Mutual Wealth Advisors Receive Certified Financial Planner Certification
[caption id="attachment_38805" align="alignnone" width="640"] Pictured Left to Right: Machaka Young, Luke Brooks, Thiago Pinheiro, Joe Funderburk and John Tripoli[/caption] Northwestern Mutual wealth advisors Luke Brooks, Joe Funderburk, Thiago Pinheiro and Machaka Young have earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification - one of the most respected certifications in financial services. CFP® wealth advisors are rigorously…
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Highest Morningstar RatingTM for Wallick Investments’ Fidelis composite for 3-year risk-adjusted performance as of September 30, 2019
[caption id="attachment_38439" align="alignnone" width="1835"] L-r: Wade Stinnette, Dan Wallick, Susan Wallick & Jake Wallick[/caption] 1 of only 7 RIA firms in SC to receive Morningstar Separate Account Ratings, Wallick Investments, LLC’s Fidelis composite received a 5-star Morningstar Rating among 464 large-cap value products for 3-year risk-adjusted performance, and a 4-star Morningstar Rating for 5-year and…
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Beth Jeter Hrubala Achieves Membership in Raymond James Financial Services 2020 Executive Council
Beth Jeter Hrubala, President of Jeter Hrubala Wealth Strategies, an independent wealth services firm, was recently named a member of the 2020 Executive Council.* Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity. This marks the third…
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Courtland Williams Named Regional Director for Southern Division of Raymond James & Associates
[caption id="attachment_38725" align="alignleft" width="200"] Courtland Williams, Regional Director[/caption] GREENVILLE, SC - Courtland Williams, Complex Manager of the Greenville and Spartanburg offices of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, has been named Regional Director of the firm’s Southern Division, according to Division Director Dick Ferguson. “I’m excited to recognize Courtland for his…
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Kalisse L. Evert Joins Greenwood Capital Team
GREENVILLE S.C. – Greenwood Capital is pleased to announce the addition of Kalisse L. Evert 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, Ms. Evert is dedicated to supporting both clients and advisors towards Greenwood Capital’s…
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Beth Jeter Hrubala Named To “Top Wealth Advisor Moms” List
[caption id="attachment_37422" align="alignleft" width="960"] Hrubala Family - Mike, Beth, Drew, Courtney & David[/caption] Spartanburg, South Carolina – Beth Jeter Hrubala, President and Owner of Jeter Hrubala Wealth Strategies, was recently named to the Working Mother magazine and SHOOK Research’s “Top Wealth Advisor Moms” list in the United States. The list includes the top 400 wealth…
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Spartanburg Chamber Promotes Mary Kathryn Snead To Vice President Of Finance
SPARTANBURG, SC — Oct. 1, 2019 — Mary Kathryn Snead, formerly the Director of Finance at the Spartanburg Area Chamber of Commerce, has been named Vice President of Finance. [caption id="attachment_37367" align="alignleft" width="233"] Mary Kathryn Snead[/caption] In her new and expanded role, Snead will serve as the chief financial staffer for the Spartanburg Chamber, the…
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Flinn Joins First Citizens Bank in Greenville as Commercial Banker
[caption id="attachment_36653" align="alignleft" width="291"] Tommy Flinn joins First Citizens Bank in Greenville[/caption] Tommy Flinn has joined First Citizens Bank in Greenville as a commercial banker. He is responsible for advising commercial and middle market companies throughout the area on their financial needs. Flinn is based at the downtown Greenville branch located at 325 W. McBee…
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