Our Leadership
At Hammonds & Welton Financial Group, we’re dedicated to helping individuals, families, and business owners protect their assets, grow their wealth, and plan confidently for the future.
D. Scott Welton
Scott has served as a financial advisor since 1966. He is also a licensed life insurance agent, holds his series 65 and 7 licenses for portfolio management, and is registered representative with Cape Securities, LLC. Scott has developed strong advisor/client relationships, always striving to develop practical financial plans for clients to provide economic stability through retirement.
Throughout his career, Scott has specialized in:
- Holistic Wealth Management: Understanding that effective wealth management
goes beyond investment portfolios, he focuses on comprehensive financial
planning that includes retirement, tax strategies, and estate planning. - Client-Centric Approach: Scott believes in building long-lasting relationships
with clients, emphasizing transparency, trust, and tailored solutions that reflect
their unique goals and values. - Risk Management: Scott emphasizes the importance of risk assessment and
management in investment strategies, helping clients navigate market volatility
while protecting their assets.
With over 55 years of experience, Scott is not just a wealth advisor; he is a trusted mentor and advocate for his clients. His deep understanding of the financial industry, coupled with his unwavering commitment to exceptional service, has made a lasting impact on the lives of many individuals and families. Scott extends his service-oriented attitude, through work with Habitat for Humanity and The Spokes Group. He has assisted Habitat for Humanity in building over 12 homes in the United States and overseas. Yearly, he supports the efforts of The Spokes Group to distribute over 1200
bikes to disadvantaged youth.
Scott resides in Charlotte, NC with his wife Laura. They have four children, 11 grandchildren. In his spare time, Scott enjoys playing Bridge, traveling and entertaining family and friends.
Heather Hammonds
Heather has served as a licensed life insurance agent since 2012 and has worked together as the Client Manager for Scott Welton since 2008. She holds her series 66 and 7 license for portfolio management and is registered with Cape Securities, LLC.
Heather brings a servant’s mindset and a mission-driven approach to her role as a Wealth Advisor. With a background in human resources and youth development. Heather is driven by the belief that financial advice should be clear, relevant, and rooted
in genuine care for others.
Heather believes that exceptional customer service is the cornerstone of successful wealth management. She has developed a unique approach that includes:
- Active Listening: Taking the time to fully understand clients’ goals and
concerns, ensuring they feel heard and appreciated. - Proactive Communication: Regularly updating clients on their portfolio
performance and market developments, fostering transparency and trust. - Tailored Solutions: Creating customized financial strategies that align with each
client’s individual needs and aspirations.
Heather is committed to bringing a common sense approach to her role and believes in making information easy to understand for every individual. Heather serves not only as a wealth advisor but also serves a mentor to children and teenagers and volunteers alongside Scott with The Spokes Group.
Heather resides in Charlotte, NC with her husband Cletise. They have 8 children and 11 grandchildren. Outside work, she enjoys spending time with her family, volunteering,
singing and traveling.
Providing personalized solutions tailored to your unique needs.
Get a custom wealth plan and experience your financial future!
At Hammonds & Welton Financial Group, we’re dedicated to helping individuals, families, and business owners protect their assets, grow their wealth, and plan confidently for the future.