Welch Hornsby Investment Advisors, an independent, fee-only investment advisor which serves clients in 12 US states across the Southeast, has opened its new office in Charlotte, North Carolina.
Edward Welch, president and CEO of Welch Hornsby, said: "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."
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As part of the launch, Welch Hornsby has appointed Brandy Hydrick as head of financial planning for the firm and manager of the Charlotte office.
Brandy has over 16 years of financial planning experience in advising high-net-worth individuals and families in a fee-only environment.
Prior to joining Welch Hornsby, she owned an independent financial planning practice.
John Hornsby, chairman of Welch Hornsby, said: "It’s a very exciting time for our firm, and this is a key strategic position for us. With Brandy’s background, depth of experience, and dedication to developing comprehensive financial plans for clients, we are delighted to welcome her to Welch Hornsby."
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