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John Hornsby, Welch Hornsby Chairman, Talks about the New Birmingham Office
4.23.14

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 create and invest in a space that better reflected the culture of our firm.

What was the feeling you wanted the new space to have?

I think first and foremost our new space should be about people. We wanted our new space to touch our clients and our associates. I mean we really wanted people to feel something special. Obviously, we wanted it to be comfortable and welcoming and inviting, but we also wanted the aesthetics to speak in a simple, graceful way. We wanted the space to, quite frankly, give a sense of peace. We feel how we work with our clients and with one another is enhanced in a surrounding that is refined and crafted. I think it is just attention to detail. We believe in that here. I think our new space is a reflection of that commitment to quality and integrity. 

How have clients and associates responded to the new space?

I think that is what makes it all worthwhile. Having people respond in a positive way cannot help but make us all feel positive. The minimalist design and use of materials, along with the strong natural light, are uplifting. We have combined a sense of tactility with technology. Our library of books is as important as our streamlined computers. We want this office to be about inspiration and stimulation. This has been an exciting journey. It is a wonderful feeling to have clients and associates embrace what we set out to accomplish. It has been and continues to be a joy.

The new Welch Hornsby address in Birmingham is 2000 SouthBridge Parkway, Suite 500, Birmingham, AL  35209.

 

Welch Hornsby Expands Financial Planning Department, Hires Amanda Benson
4.3.14

BIRMINGHAM, ALA. – 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; collect, organize and review data gathered from clients and assist in the creation of clients’ financial plans which include personal financial statements, estate and income tax planning opportunities, family risk (insurance) management, education planning, retirement planning and resource optimization; and participate in financial planning meetings.

She holds dual degrees in Accounting and in Consumer Sciences with a concentration in Family Financial Planning and Counseling from the University of Alabama. Amanda is a member of the Financial Planning Association and past board member of the North Alabama Chapter of the Financial Planning Association.

Serving clients in 12 states across the Southeast, Welch Hornsby is a registered investment advisory firm with the mission to build and preserve the wealth of individuals and families, endowments and foundations, and participant-directed retirement plans for corporations and municipalities. Founded in 1988, the firm is headquartered in Montgomery with offices in Birmingham, Alabama, and Charlotte, North Carolina.


 

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