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wealth management

Chip McLeod, a longtime Merrill Lynch Wealth Management leader, has been named president of Bank of America for Upstate South Carolina. (Photo/DepositPhotos)
Jun 16, 2026

Chip McLeod named Bank of America Upstate president

Chip McLeod has been named Bank of America president for Upstate South Carolina, succeeding longtime market leader Stacy Brandon.

Small business owners can reduce taxes while building long-term financial security. (Photo/DepositPhotos)
May 20, 2026

Small Business Retirement Plans: saving for later is good for now

Small business retirement plans can help owners reduce taxes, build long-term wealth and strengthen financial security for retirement.

Hunter Stunzi launched Advisor.com in 2022, a wealth management service targeting young adults. (Photo/Advisor.com)
Oct 20, 2025

Charleston startup Advisor.com raises $9M for growth

Charleston entrepreneur Hunter Stunzi’s wealth tech firm Advisor.com secures $9M in seed funding to expand AI-driven financial services nationwide.