Welch Hornsby Announces Catherine S. Bragg has Advanced to the Position of Planning Associate

October 25, 2017
MONTGOMERY, ALA. — Welch Hornsby Investment Advisors announced today that Catherine S. Bragg has been promoted to Planning Associate with the firm.

Caty began working for Welch Hornsby in 2015 in guest relations. She transitioned into her role as a Planning Associate on July 1, 2017. She holds a Bachelor of Arts in Communication from Mississippi State University. Having successfully passed the CERTIFIED FINANCIAL PLANNER™ exam in March of 2017, she is a candidate for CFP®; certification…

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Welch Hornsby Announces the Hiring of Daniel Logan as a Planning Associate

June 26, 2017
MONTGOMERY, ALA. — Welch Hornsby Investment Advisors announces that Daniel Logan has been hired as a financial planning associate.

Daniel is a summa cum laude graduate of the University of Alabama with a Bachelor of Science in Commerce & Business Administration with a major in Finance and a concentration in Personal Wealth Management. Daniel received the 2016 Major with Distinction Award in Finance from the Culverhouse College of Commerce. Daniel is a candidate for…

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Welch Hornsby Inc. Announces New Shareholder

January 9, 2017
MONTGOMERY, ALA.— Welch Hornsby Investment Advisors is pleased to announce Brandy B. Hydrick, CFP® as a new shareholder.

Hydrick joined Welch Hornsby in 2014 and serves as Head of Financial Planning for the firm and resides in Charlotte, NC. Hydrick has nearly 20 years of financial planning experience in advising high net worth individuals and families in a fee-only environment. She is the past president of the Financial Planning Association of North Alabama…

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Welch Hornsby Announces the Hiring of Hannah Hall in Client Services

October 10, 2016
MONTGOMERY, ALA. — Welch Hornsby Investment Advisors announced today that Hannah Hall has joined the firm as a client services representative.

A native of Montgomery, Hannah holds a Bachelor of Science in Biology degree from Auburn University at Montgomery. “Hannah embodies our ongoing commitment to client service excellence at Welch Hornsby. She is bright, energetic and service minded,” states Edward V. Welch Jr., President and CEO. “Hannah is an exceptional addition to an already talented Client…

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Welch Hornsby Awarded Top Honors, Named as One of the Best Companies to Work for in Alabama

August 26, 2016
MONTGOMERY, ALA. —We are proud to announce that Welch Hornsby was named as one of the Best Companies to Work for in Alabama, being awarded top honors among small to medium firms.

This seventh-annual survey and awards program, created by Business Alabama and Best Companies Group, identifies, recognizes, and honors the best employers in Alabama. The list is made up of 16 companies. Companies from across the state entered the two-part survey process, evaluating and reviewing aspects of company culture, such as opportunities for growth and advancement,…

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Welch Hornsby Announces M. Alan Bishop, Jr., CFA, has Advanced to the Position of Investment Consultant

September 21, 2015
MONTGOMERY, ALA. —September 21, 2015—Welch Hornsby Investment Advisors announced today that M. Alan Bishop, Jr., CFA, has advanced to the position of Investment Consultant within the firm.

Joining the firm in 2010, Alan has been actively involved in client service at Welch Hornsby for the past 5 years. He has earned the Chartered financial Analyst designation and holds a Bachelor of Science in Commerce & Business Administration degree with a major in Corporate Finance Investment from the University of Alabama. Alan is…

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Welch Hornsby Announces the Hiring of Jarvis Fullenwilder as an Investment Analyst and Catherine Bragg in Reception/Guest Services

February 9, 2015

MONTGOMERY, ALA. — February 9, 2015—Today, Welch Hornsby Investment Advisors announced that Jarvis Fullenwilder has joined the firm as an Investment Analyst, and Catherine Bragg has been hired in Reception/Guest Services. Jarvis holds a Bachelor of Science degree with a major in Finance with specializations in Real Estate and Investment Management from the University of…

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Welch Hornsby Announces Kellie H. McDowell, CFA, Joins the Firm as an Investment Consultant

February 9, 2015
MONTGOMERY, ALA. —February 9, 2015—Welch Hornsby Investment Advisors announced today that Kellie H. McDowell, CFA, has joined the firm as an Investment Consultant.

Kellie has over 20 years of investment experience involving publicly traded securities and private equity. Her background includes organizations such as SunTrust Banks, Inc. and TRUSCO Capital Management, where she had responsibility for developing Institutional Client relationships. She has earned the Chartered Financial Analyst designation and holds a Bachelor of Arts degree with a minor…

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Welch Hornsby Announces Investment Consultant Brian S. Mitchell Achieves Certified Private Wealth Advisor Designation

August 20, 2014
MONTGOMERY, ALA. – August 20, 2014—Welch Hornsby Investment Advisors announced today that Brian S. Mitchell, CFP®, shareholder, and Investment Consultant, has earned the Certified Private Wealth Advisor® designation, CPWA®.

The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high net worth clients on the life cycle of wealth. Brian has worked at Welch Hornsby since 1994 and is primarily responsible for advising high net worth individuals and families. The…

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