Welch Hornsby, Inc. logo

Welch Hornsby, Inc. Employee Directory

Financial ServicesAlabama, United States11-50 Employees

Welch Hornsby, Inc. is an independent financial services firm that provides tailored approaches to wealth management for individuals and to institutional asset management. Its services combine financial planning processes with established investment strategies to protect and preserve wealth, address economic transitions, and help clients meet financial objectives. The firm serves high-net-worth individuals and their families, professionals at various career stages, as well as endowments, foundations, and employee benefit plans, offering financial planning, portfolio management, institutional investment strategy, and fiduciary services for retirement plans. Based in Montgomery, Alabama, the firm has been operating for over three decades, delivering guidance to both private and institutional clients. In 2020, CapTrust Financial Advisors acquired Welch Hornsby, a development noted in industry coverage at the time.

Find Welch Hornsby, Inc. employees' phone numbers or email addresses

Welch Hornsby, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Welch Hornsby, Inc.'s Leadership

  • President And Chief Executive Officer at Welch Hornsby, Inc.
    E. W.
    President And Chief Executive Officer
  • Financial Planner at Welch Hornsby, Inc.
    B. B. H.
    Financial Planner
  • Retirement Plan Specialist at Welch Hornsby, Inc.
    K. E.
    Retirement Plan Specialist
  • Guest Services Associate at Welch Hornsby, Inc.
    R. B.
    Guest Services Associate
  • Client Advisor at Welch Hornsby, Inc.
    R. G.
    Client Advisor

Welch Hornsby, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Other
  • Consultant

Contact profiles from Welch Hornsby, Inc.

Name
Title
Contact
Location
Last Update
  • President And Chief Executive Officer at Welch Hornsby, Inc.
    E. W.
    President And Chief Executive Officer
    Jul 07, 2024
  • Financial Planner at Welch Hornsby, Inc.
    B. B. H.
    Financial Planner
    Aug 14, 2023
  • Retirement Plan Specialist at Welch Hornsby, Inc.
    K. E.
    Retirement Plan Specialist
    Oct 22, 2024
  • Guest Services Associate at Welch Hornsby, Inc.
    R. B.
    Guest Services Associate
    Sep 06, 2026
  • Client Advisor at Welch Hornsby, Inc.
    R. G.
    Client Advisor
    Aug 29, 2026

Frequently Asked Questions

What is Welch Hornsby, Inc. known for?

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Welch Hornsby, Inc. was founded in 1988 and operates in the Financial Services industry. You can contact Welch Hornsby, Inc.'s main corporate office by phone at . Explore Welch Hornsby, Inc.'s company overview page for more information.

What is Welch Hornsby, Inc.'s most common email format?

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Welch Hornsby, Inc. employees' email format typically follows the pattern of FLast@welchhornsby.com. Trying to find reliable and up-to-date employee contact data? Find more Welch Hornsby, Inc. email formats with LeadIQ.

How many employees does Welch Hornsby, Inc. have currently?

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Welch Hornsby, Inc. has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Welch Hornsby, Inc.'s key employees and leadership?

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As of July 2026, Welch Hornsby, Inc.'s key employees include:

  • President And Chief Executive Officer: E. W.
  • Financial Planner: B. B. H.
  • Retirement Plan Specialist: K. E.
  • Guest Services Associate: R. B.
  • Client Advisor: R. G.

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