Katie Whitener

Senior Economics and History Double Major at Samford University

Role: Wealth Management Intern at The Welch Group
Location: Birmingham, AL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Katie Whitener

Undergraduate student at Samford University in Birmingham, Alabama. Competitive, detail oriented, and relationally motivated.

Experience

Wealth Management Intern
The Welch Group
Jan 2026 — Present · Birmingham, AL, US

Education

Samford University
Bachelor of Arts - BA
2022 — 2026

Contact information

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Work email
•••••@welchgroup.com
Personal email
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Current company

The Welch Group

Financial Services · 70 employees · Founded 1984 · Birmingham, Alabama, United States

The Welch Group, LLC was founded in 1984 as a way for Stewart H. Welch, to serve the needs of the Birmingham community. As he began helping clients prepare for a secure financial future, he quickly realized a need for financial advice from an impartial, trustworthy source. The Welch Group was one of the first firms to offer fee-only investment management and financial planning services for clients. As a fee-only wealth management firm, The Welch Group provides investment management and financial planning services to help clients control their financial future and retirement. We believe success is achieved through a personalized team approach and offer two service models to help meet our client\'s financial goals. Our Limited Family Office provides comprehensive wealth management services concentrated around financial planning, charitable and tax planning, estate planning, and generational planning. Our Wealth Management model provides investment portfolio management, cash flow analysis, estate, tax, and retirement planning services.

welchgroup.com

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About Katie Whitener

Experience

Wealth Management Intern

Education

Samford University

Find verified contacts for anyone on LinkedIn