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.

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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
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B. W.
Founder
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G. W.
Managing Member And Chief Compliance Officer
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H. S.
Member And Chief Investment Officer
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J. B.
Owner
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M. C.
Partner And Senior Advisor
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S. W.
Founder & Senior Member
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T. G.
Owner
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The Welch Group Employee Metrics

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50%

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2024

2023

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Contact profiles from The Welch Group

Name

Title

Contact Info

Location

Last Update

B. M.
Member & Senior Advisor
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Email
United StatesAlabama
Sep 10, 2024
J. M.
Senior Advisor
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Email
United StatesAlabama
Sep 15, 2024
J. D.
Senior Financial Advisor
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Email
United StatesAlabama
Sep 10, 2024
K. D.
Senior Investment Operations Specialist
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Email
United StatesAlabama
Sep 16, 2024
M. W.
Member And Senior Advisor
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Email
United StatesAlabama
Aug 01, 2024
W. W.
Sr. Investment Operations Specialist
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Email
United StatesAlabama
Sep 19, 2024
W. P.
Member, Senior Advisor
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Email
United StatesAlabama
Aug 02, 2024
A. L.
Wealth Management Intern
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Email
United StatesAlabama
Sep 18, 2024
A. W.
Administrator
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Email
Jul 07, 2024
A. B.
Associate Advisor
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Email
United StatesTexas
Sep 13, 2024

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.

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