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 American Global Wealth Management, 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: He understands that effective wealth management extends beyond investment portfolios. His approach emphasizes comprehensive financial
planning that includes retirement strategies, tax-aware considerations, and estate planning coordination. - 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 60 years of experience, Scott is not just a wealth advisor; he is a trusted professional with extensive industry expertise. With extensive industry knowledge and a strong dedication to client service, he has supported many individuals and families in pursuing their financial goals. 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. He currently supports the efforts of The Spokes Group to distribute over 1200
bikes annually to disadvantaged youth.
Scott resides in Charlotte, NC with his wife Laura. They have four children, 11 grandchildren with several great-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 with Scott as the Client Services Manager since 2008. She holds her series 66 and 7 license for portfolio management and is registered with American Global Wealth Management, LLC. As a Wealth Advisor, Heather applies a service minded and mission-driven approach to her work. Her background in Human Resources and Youth Development informs her commitment to offering financial guidance that is clear, practical and rooted in sincere consideration for her clients.
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. In addition to her work as a Wealth Advisor, Heather mentors children and teenagers and volunteers alongside Scott with The Spokes Group. She also works with several women’s groups in the Charlotte and surrounding areas.
Heather resides in Charlotte, NC with her husband Cletise and their combined family consists of 8 children and 11 grandchildren. Heather enjoys traveling, reading, family activities, singing with her family and working on community service projects.
Providing personalized solutions tailored to your unique needs.
Explore a Custom Wealth Plan Tailored to Your Needs and Goals!
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.