Stewart H Welch

Managing Member & Founder Of The Welch Group, Llc - Author Or Co-Author Of Several Books

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Position:

Managing Member & Founder at The Welch Group, LLC

Location:

Birmingham, Alabama Area

Industry:

Financial Services

Work:

The Welch Group, LLC since 1983
Managing Member & Founder
Peak Potentials Training 2008 - 2009
Assistant Trainer
Peak Potentials Training 2005 - 2007
Trainer

Education:

University of Alabama 1969 - 1973
B.S., Marketing Mt Brook High School

Skills:

Project Planning
Investments
Strategic Financial Planning
Small Business
Wealth Management
Entrepreneurship

Interests:

Member, Board of Governors, Certified Financial Planner Board of Standards, Denver, CO 2004-2007 Member, Charles Schwab & Co., Inc. Institutional Advisory Board, San Francisco, CA 1999-2000 Chairman, Certified Financial Planner Board of Professional Review, Denver, CO 2000 Member, Certified Financial Planner Board of Professional Review, Denver, CO 1998-2000 Member, Board of Governors, Certified Financial Planner Board of Standards, Denver, CO 2000 Member, Certified Financial Planner Board of Practice Standards, Denver, CO 2001 President, Estate Planning Council of Birmingham 2002 Past President, Alabama Society, International Association for Financial Planning (IAFP) Past President, Alabama Society, Institute of Certified Financial Planners (ICFP) Past Board Member, The Better Business Bureau of Birmingham Past Member, Professional Advisory Council, Birmingham Museum of Art Past Member, Heartland Funds Advisory Board, Milwaukee, Wisconsin

Honor & Awards:

150 Best Financial Advisors for Doctors, Medical Economics, November 2008 Guide To Top Financial Planners, Consumers’ Research Council of America, 2008 Top Wealth Managers, Wealth Manager Magazine, July/August 2006 Top Wealth Managers, Bloomberg Wealth Manager Magazine, July/August 2005 Top Wealth Managers, Bloomberg Wealth Manager Magazine, July/August 2004 150 Best Financial Advisors for Doctors, Medical Economics, December 2002 Top Wealth Managers, Bloomberg Wealth Manager Magazine, June 2002 100 Great Financial Planners, Mutual Funds, September 2002 The Best 250 Financial Advisors, Worth, July 2002 100 Great Financial Planners, Mutual Funds, October 2001 The Best 250 Financial Advisers, Worth, September 2001 Bloomberg’s Top 150 Wealth Managers, Bloomberg Wealth Manager, June 2001 Best Financial Advisors, Medical Economics, September 2000 The Best 250 Financial Advisers, Worth, October 1999

Managing Member And Founder

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Location:

3940 Montclair Rd, Birmingham, AL 35213

Industry:

Financial Services

Work:

Peak Potentials Training 2005 - 2007
Trainer
The Welch Group, Llc 2005 - 2007
Managing Member and Founder

Education:

The University of Alabama 1969 - 1973
Bachelors, Bachelor of Science, Marketing Mt Brook High School
Mountain Brook High School

Skills:

Wealth Management
Investments
Strategic Financial Planning
Entrepreneurship
Small Business
Project Planning
Estate Tax Planning
Published Author
Estate Planning
Certified Financial Planner
Independent Financial Advice

Interests:

Charles Schwab and Co
Milwaukee
Co 2001 President
Member
Co 1998 2000Member
Alabama Society
Ca 1999 2000Chairman
Inc
Co 2000Member
Birmingham Museum of Artpast Member
Health
Ca 1999 2000 Chairman
Co 2004 2007Member
Heartland Funds Advisory Board
San Francisco
Wisconsin
Denver
Birmingham Museum of Art Past Member
Professional Advisory Council
Board of Governors
Co 2000 Member
See 9
Economic Empowerment
See Less
Co 1998 2000 Member
Co 2001President
Institutional Advisory Board
Arts and Culture
Co 2004 2007 Member

Certifications:

Certified Financial Planner
Accredited Estate Planner