Birmingham, AL Office

James Mc Cown is a CFP® and Series 65 registered advisor with The Welch Group, LLC in Birmingham, AL, with two years of industry experience. Prior to joining The Welch Group, he worked at BCR Wealth Strategies and Blue Cross Blue Shield of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and uses a combination of fundamental, technical, charting, and cyclical analysis in portfolio design and management.

Sean Tweedy is a CFP® certificant with four years of industry experience, currently advising at The Welch Group, LLC in Birmingham, AL. His prior roles include positions at Valic Financial Advisors, Inc. and Amazon. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Elisabeth Moody is a CFP® and holds a Series 66 license with 15 years of experience in the financial advisory industry. She has been with The Welch Group, LLC since 2012. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives using a combination of fundamental, technical, and cyclical analysis.

Isabella Blount is a CFP® and Series 65 credentialed financial advisor at The Welch Group, LLC with five years of industry experience. She has worked at The Welch Group since 2020 and previously held positions at Riveron and PricewaterhouseCoopers. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets for individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management, financial planning, and family-office services, utilizing a combination of fundamental, technical, and cyclical analysis tailored to each client’s objectives.

Matthew Savela is a CFP® and holds a Series 65 license with seven years of industry experience. He has been with The Welch Group, LLC since 2018 and previously worked at Dent Moses, LLP. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives.

Margaret Sandy is a CFP® and holds a Series 65 license, with three years of experience in the financial industry. She has worked at The Welch Group, LLC since 2022 and previously held roles at Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, and Shipt, LLC. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives.

Andrew Myers is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation. He began his advisory role at The Welch Group in 2026 and has experience across multiple sectors including education and retail. The Welch Group provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with clients’ objectives and offers family office–style and concierge services.

Bradley Moore is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with The Welch Group, LLC, having joined in 2025 after working at BMSS Wesson Wealth Solutions and South State Bank. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets across about 24 advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, and family-office services tailored to client objectives.

Cory Reamer is a CFP® with one year of industry experience, currently serving as a financial advisor at The Welch Group, LLC. He previously worked at Bryant Bank from 2015 to 2023. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, providing discretionary portfolio management, financial planning, and wealth-management services tailored to each client's objectives.

Sarah Glenn is a financial advisor at The Welch Group, LLC in Birmingham, AL, holding a Series 65 designation with one year of industry experience. Prior to joining The Welch Group, she worked at Kanakuk Summer Kamps and was employed by Vestavia Hills City Schools. She also attended Auburn University from 2021 to 2025. The Welch Group serves individual investors, trusts, business entities, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and designs portfolios using a combination of fundamental, technical, charting, and cyclical analysis to align with each client's objectives.

Madeline Kramer is a CFP® with three years of industry experience, currently serving as a financial advisor at The Welch Group, LLC. She previously worked at Longbow Capital Partners and has a background that includes studies at the University of Mississippi. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets and serving individuals, trusts, pension plans, and business entities. The firm provides discretionary portfolio management, financial planning, and wealth-management services, using a variety of analytical approaches and offering formal family-office and fixed-fee planning options.

Cason Westmoreland is a CFP® credentialed advisor with four years of industry experience, currently serving at The Welch Group, LLC. His prior roles include positions at Twickenham Advisors, UBS Financial, and Ameriprise Financial. The Welch Group, LLC provides discretionary portfolio management, financial planning, and consulting services to individual investors, trusts, business entities, and retirement plans. The firm offers family office–style and concierge services and employs a blend of fundamental, technical, charting, and cyclical analysis to design portfolios aligned with client objectives.

Jay Mcgowan is a financial advisor at The Welch Group, LLC in Birmingham, AL, with 11 years of industry experience. He holds the CFP®, PFS™, and Series 65 credentials. His prior roles include positions at LPL Financial LLC, FI-Plan Partners, and Berk Cleveland Rathmell Wealth Strategies, LLC. The Welch Group, LLC is a multi-team registered investment adviser serving individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $3.2 billion in client assets and offers discretionary portfolio management, financial planning, and family-office services tailored to clients' objectives using a variety of analytical approaches.

Thomas Wagner is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Welch Group, LLC since 2006. He is based in Birmingham, AL. The Welch Group, LLC is a multi-team registered investment adviser managing approximately $3.2 billion in client assets with about two dozen advisors and over a thousand clients. The firm serves individuals, trusts, pension and profit-sharing plans, and business entities, offering discretionary portfolio management, financial planning, consulting, and family-office services.

Savannah Montgomery is a CFP® with two years of industry experience, currently advising at The Welch Group, LLC. Her prior experience includes roles at Bridgeworth Wealth Management, Pivotal Finance, ShineOn Living, and The University of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans through discretionary portfolio management, financial planning, and consulting services. The firm offers family office–style and concierge services and employs a mix of fundamental, technical, charting, and cyclical analysis across various investment horizons.