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

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
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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John Hornsby, Welch Hornsby Chairman, Talks about the New Birmingham Office

April 23, 2014
Welch Hornsby’s Birmingham group recently moved into new offices. Chairman John Hornsby reflects on the move and the new space.

What prompted a new office for Birmingham? We opened the Birmingham office in 2000. Since then we have been blessed with dynamic growth. The growth we have experienced, along with the growth we are anticipating, truly required the expansion that has effectively doubled our space. I think we were also very motivated and excited to…

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Welch Hornsby Expands Financial Planning Department, Hires Amanda Benson

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
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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