Welch Hornsby Expands Financial Planning Department, Hires Amanda Benson

April 3, 2014
BIRMINGHAM, ALA. – April 3, 2014—Welch Hornsby Investment Advisors is pleased to announce that Amanda Benson has joined the independent, fee-only investment advisory firm as Senior Planning Associate. She brings to the firm 12 years of experience working with high net worth clients in the fee-only financial planning industry.

“At Welch Hornsby, we seek talented people to create an extraordinary client relationship,” states Edward V. Welch, Jr., President and CEO. “We certainly believe Amanda’s strong skill set and financial planning knowledge will enhance our private wealth clients overall experience.” Amanda will develop, research and implement new processes and procedures for the financial planning department;…

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Welch Hornsby Opens Charlotte Office

February 25, 2014
MONTGOMERY, ALA. — Welch Hornsby Investment Advisors today announced the opening of their new office in Charlotte, North Carolina. Welch Hornsby is an independent, fee-only investment advisor serving clients in 12 states across the Southeast.

“Welch Hornsby has worked to become a regional firm over the last 25 years,” said President and CEO Edward V. Welch, Jr. “A presence in Charlotte establishes us in this important Southeastern hub and fits our strategy of providing a solid base for future expansion in the region.” Welch Hornsby also announced the hiring of…

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