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Financial Services

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 13, 2024

Beloved Wildlife Inspires Local Wealth Management Firm

Local investment firm Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors is rebranding under a new name inspired by beloved wildlife, the Roseate Spoonbill. As of today, the firm is launching its new brand, Roseate Group of Wells Fargo Advisors. The 11-person practice is led by Robert E. Vingi, Jr., private […]

Feb 1, 2024

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

Charleston, 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 [...]

Jan 24, 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[...]

Dec 15, 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[...]

Nov 27, 2023

Vingi, Edwards and McCallum Private Wealth Management Group of Wells Fargo Advisors named as one of Forbes’ 2023 Top Wealth Management Teams: Private Wealth

The Vingi, Edwards & McCallum Private Wealth Management Group of Wells Fargo Advisors in Charleston, SC, has been recognized on the 2023 Top Wealth Management Teams: Private Wealth list by Forbes. Of more than 9,700 nominations, they were one of 100 teams to make the list. The Vingi, Edwards & McCallum Private Wealth Management Group […]

Nov 20, 2023

Rick Durkee Elected to the Regional Better Business Bureau Board

The board of directors for the Better Business Bureau (BBB) of the Midlands and Lowcountry of South Carolina has elected Charleston businessman Rick Durkee as their 2024 Treasurer. Mr. Durkee founded the Coastal Financial Planning Group, a firm focused on retirement income planning. He previously served the past two years as an [...]

Oct 19, 2023

South Carolina Federal Wins Three “Best Place to Work” Awards

N. Charleston, S.C. – South Carolina Federal Credit Union recently won three awards from local and industry news media for being a Best Place to Work. The credit union’s achievements include: • SC Biz News – Best Places to Work in South Carolina; ranked #9 in the medium employee category • American Banker – Best […]

Oct 19, 2023

Broad Fit Financial expands team with addition of Michael Grant

Palm Beaches, Fla. — Broad Fit Financial, a leading provider of financing solutions for the health, wellness and fitness industries, has expanded its team with the addition of Michael Grant as Vice President of Distributor Partnerships. In his roles, Grant is instrumental in creating exceptional customer experiences for all of Broad Fit Financial engagements – […]

Oct 13, 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 5, 2023

South Carolina Community Loan Fund Awarded $50M in New Market Tax Credits, One of Three Awardees in the State

The South Carolina Community Loan Fund (SCCLF) is thrilled to announce its award of $50 million in New Market Tax Credit (NMTC) allocations from the U.S. Department of Treasury CDFI Fund. SCCLF was one of three Community Development Entities (CDEs) in South Carolina to receive this funding. This substantial allocation marks the [...]