The Welch Group Employee Directory

Financial ServicesAlabama, United States11-50 Employees

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, III to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients.

As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client's financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning.  Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

Find The Welch Group employees' phone numbers or email addresses

The Welch Group Global Highlights

North America
98

United States Of America
96
Canada
2

Europe
13

Ukraine
11
Belgium
1
United Kingdom Of Great Britain And Northern Ireland
1

The Welch Group's Leadership

A. W.
President
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. W.
Founder
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
G. W.
Managing Member And Chief Compliance Officer
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
H. S.
Member And Chief Investment Officer
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. B.
Owner
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
M. C.
Partner And Senior Advisor
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
S. W.
Founder & Senior Member
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
T. G.
Owner
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

The Welch Group Employee Metrics

100%

50%

0%

2024

2023

Finance
Information Technology
Operations
Real Estate
Arts & Design
Other
Marketing

Contact profiles from The Welch Group

Name

Title

Contact Info

Location

Last Update

A. W.
President
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Sep 19, 2024
B. W.
Founder
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
UNITED STATES
Aug 04, 2023
G. W.
Managing Member And Chief Compliance Officer
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesAlabama
Sep 19, 2024
H. S.
Member And Chief Investment Officer
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesAlabama
Sep 20, 2024
J. B.
Owner
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesTexas
Sep 14, 2024
M. C.
Partner And Senior Advisor
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesAlabama
Sep 11, 2024
S. W.
Founder & Senior Member
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesAlabama
Sep 18, 2024
T. G.
Owner
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
Jul 07, 2024
J. W.
Vice President
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Sep 16, 2024
R. B.
Financial Documents Manager
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for The Welch Group and Millions of Other Companies
Sign up for full access to The Welch Group information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
UNITED STATES
Sep 06, 2023

Frequently Asked Questions

What is The Welch Group known for?

The Welch Group was founded in 1984 operates in the Financial Services industry. The company's main headquarters is located in 3940 Montclair Rd Birmingham, Alabama US; you can contact the main corporate office by phone at

+1-205-879-****

. Explore The Welch Group's company overview page for more information.

What is The Welch Group's most common email format?

The Welch Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Welch Group email formats with LeadIQ.

How many employees does The Welch Group have currently?

The Welch Group has approximately 27 employees as of October 2023. These team members are located across 2 continents, including North AmericaEurope.

Who are The Welch Group's key employees and leadership?

As of October 2023, The Welch Group's key employees include:

President: A. W.
Founder: B. W.
Managing Member And Chief Compliance Officer: G. W.
Member And Chief Investment Officer: H. S.
Owner: J. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking