Welch Hornsby Investment Advisors said Tuesday it is expanding to Charlotte, opening an office in SouthPark at 600 Fairview Road.
The Montgomery, Ala.-based company provides wealth-management services to high-net-worth clients. It also manages assets for endowments and foundations and supervises retirement assets.
The Charlotte office is the company's third. Its other two offices are in Alabama.
“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," President and CEO Edward Welch said in a statement.
The company said it has hired Brandy Hydrick to manage the Charlotte office, where she will also serve as the company's head of financial planning.
Hydrick ran her own independent financial planning firm in Charlotte before being recruited by Welch Hornsby to open the Charlotte office, the company said.
The company said it is still determining how many employees will work in the Charlotte office.
Welch Hornsby said it serves clients in 12 states across the Southeast.
Tuesday, February 25, 2014
Welch Hornsby Investment Advisors expands to Charlotte
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1 comments:
This business extension shows the great work you have done and it is the reword form your clients that helps you to expand your company. it is a good opportunity for you to get the best clients that you were interested to have in the future. A financial advisor always wants to provide the best services to its clients that will provide the clients to get the best profit and I am sure you will continue to provide the best services to your clients.
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