Stewart H. Welch, III CFP<sup>&reg;</sup> - Financial Advisor

Stewart H. Welch, III CFP®

AEP

Founder

The Welch Group, LLC

3940 Montclair Rd, 5th Flr
Birmingham, AL 35213-2422
FINANCIAL ADVISOR'S WEBSITE
(205) 879-5001

General

Stewart Welch is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Welch Group, LLC in Birmingham, AL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AEP

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Retirement, Stocks & Bonds, Sudden Wealth

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