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."

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."

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.