New Office Address: 5605 77 Center Drive, Suite 101, Charlotte NC 28217

We are expanding and relocating our headquarters to a larger space. Don't be alarmed- we're in the same city, same area, same zip code, just more space for our continued growth and opportunity to better serve you.

Events

Worth Spotlight: Meet Robin Owens

As an Administrative Assistant, Robin’s main responsibilities vary from handling schedules to managing client accounts. Born and raised in York, South Carolina, she has several years of experience in administrative and insurance services and provides office support for the entire Worth team.

Robin is an important asset to Worth Advisors and easily the most recognizable person in the office as she handles all point of contact client administrative duties. She lives by the quote “Do unto others as you would have them do unto you.” which she uses in her everyday life as a reminder to treat others respectfully and with fairness. In her spare time she enjoys spending quality time with her friends and family.

Her advice to the next generation: “find a career path you love, and to start creating your journey early for your financial endeavors”.  

 

Interview and Article By Mayra Parrilla, Worth Advisors Intern

Worth Spotlight: Meet Tonya Hernandez

Tonya Hernandez

Originally from Miami, Florida, Tonya is a wonderful asset to the Worth Advisors team and as the Accounting Assistant, she’s usually the first person you meet on the Accounting team. Tonya has over 15 years of experience in executive administrative management, business development, scheduling, planning, and customer relationship management. Her main duties include assisting the accounting department and handling financial statements for clients.

She aspires to become a Certified Bookkeeper and continuing to grow within the company as she sees Worth Advisors being a leading financial company globally in the near future. Tonya describes herself as an adventurist, as she spends as much time as possible participating in water sports, and anything else that catches her eye. She enjoys assisting clients with the help of her team.

Her advice for the new generation of millennials: “always finish what you start, and stay away from stress” as she believes life often takes its own course.

Interview and Article By Mayra Parrilla, Worth Advisors Intern

Worth Spotlight: Meet Jessica Cale

As a Client Services Advisor, Jessica’s main role consists of collaborating with a team of advisors to ensure client’s needs are met. Born in New Cumberland, West Virginia and now residing in South Carolina, Jessica received her undergraduate degree in Business Management from West Liberty University. Having a variety of experiences in insurance, accounting, and finance for several firms since 2007, Jessica obtained her Series 66 and Series 7 certifications along with her Life and Health Insurance License.

Aside from spending time with family, she enjoys spending her free time netting, and cooking different recipes. Working at Worth Advisors, she often looks forward to finding different ways to make clients happy everyday. Her mission is to enrich the lives of clients through exceptional service.

She describes Worth Advisors as a place with a great atmosphere in which she considers herself as a part of a team. Looking into the future, she sees Worth Advisors continuing to grow nationwide, where she still sees herself being part of the team. As a very detail oriented person she lives by the quote of “Treat Others the way you want to be treated.” She uses this quote often as advice to the next generation of millennials, she sees it as a great quote for other people to live out, especially while working with others.

 

Interview and Article By Mayra Parrilla, Worth Advisors Intern

Worth Spotlight: Meet Greg Goodlett

Living by the philosophy of “ Find something you love to do and you’ll never work a day in your life”, Gregory puts his dedication and effort in everything that he does, especially in his position as a Chief Investment Officer. Greg wears many hats in the office, and whether he is taking care of clients or developing new ways to expand the business, his main responsibility is to oversee client investment portfolios and maintaining awareness of any major market or economic changes.

Greg, originally from Greenville, South Carolina, completed his bachelors degree in Marketing at the University of West Georgia. After the completion of his bachelor’s degree, he o obtained his Masters’ degree in Wealth and Trust Management at Gardner Webb University. Before hearing about Worth Advisors, Greg earned years of experience in the world of finance working at Hilliard Lyons, where he earned and held their Chartered Wealth Advisor designation from the Estate Strategies and Wealth Institute at Michigan State University in 2005. Previously he worked as an Investment Advisor Representative for major wirehouses and regional brokerage firms, overseeing fee based accounts since 1993.

With his expertise and as an ultimate career goal, he wants to grow as much as he can with Worth Advisors, as he sees Worth Advisors expanding its’ reach of service, clients, and locations. As a faithful member of Calvary Church in Charlotte, he often volunteers with the Crossroads Career Ministry and has been doing so ever since its inception. In his spare time he enjoys playing sports, especially golf and baseball. His advice to the new generation of millennials is to develop a coordinated set of values to live by, as he sees it as an important cornerstone for the planning of their future to ensure a smooth transition in their endeavors.

Interview and Article By Mayra Parrilla, Worth Advisors Intern

Worth Spotlight: Meet Nicolas

As a Paraplanner, Nicolas’ main responsibility consists of building efficient financial plans for clients and developing informational support to help clients understand the proposed financial plans. Born and raised in Lille, a city located North of France, he was able to embark on the opportunity of coming to the U.S at the age of 18, by the Disney College Program in Orlando, Florida, a national internship program operated by The Walt Disney Company.

He was able to enroll at Winthrop University, to pursue his Masters in Business Administration with a concentration in Finance, after obtaining his Bachelors of Science in Integrated Studies. Nicolas started his journey at Worth Advisors in June 2014, by being recommended by his Finance professor. After years of working in what he considers to be a “Family Atmosphere” at Worth Advisors, and aside from his responsibilities as a paraplanner, Nicolas is very involved with the Communications side, working on monthly newsletters, websites in which he designed and created the new Worth Advisors logo, branding, and other marketing material highlighting the services offered. As a person who enjoys helping clients, and hearing their feedback on his contributions, Nicolas obtained his Series 65 and has a Life Insurance Producer License. He currently aspires to become a CFP (Certified Financial Planner) in which he is currently studying for,  to better assist with client’s concerns.

During his spare time, he participates in guitar playing in which he often sings, and partakes in several water sports such as: scuba diving, kayaking, wakeboarding, etc. Looking into the future, he sees Worth Advisors, growing with multiple offices around the U.S. He lives by the virtue of budgeting, and advices the new generation of millennials to invest in their future by budgeting and establishing a strong financial foundation while they are still young.

 

Interview and Article By Mayra Parrilla, Worth Advisors Intern

Women Worth More – December 2017

Women Worth More - December 2017

 

TIME

December 6th, 2017
5:00PM – 6:30PM

LOCATION

Shook Kelley
2151 Hawkins St. #400,
Charlotte, NC 28203

RSVP REQUIRED

Register Now!

FEATURING

Fabi Preslar
SPARK Publications
Biography

Fabi Preslar

 

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WIE Logo
Career Mastered
LWA

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Women Worth More – Business Summit – May 2017

Women Worth More Business Summit

 

TIME

May 25, 2017
11:00AM – 1:00PM

LOCATION

Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

Jennifer Davis

Jennifer Davis
Jennifer P. Davis & Associates, LLC

Biography

Jennifer Davis

Natalie Williams
Women’s Business Center of Charlotte

Biography

To Be Added

Detective Tawanda Garrison
CMPD – Financial Crimes Unit

Biography

 

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WIE Logo
Career Mastered
LWA

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Women of Financial Character – March 2017

Women-Financial-Character

TIME

March 16th, 2017
6:00PM – 8:00PM

LOCATION

Conference Room
5600 77 Center Drive
Charlotte, NC 28217

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

A workshop to help start-up and established entrepreneurs examine the feasibility of their small business idea in the current market.

  • Business plan development
  • Legal Entity
  • Business Formation and Managing Risk
  • Assess your personal/ business report card
  • Tax strategies that are usually reserved for the ultra wealthy
  • Growing your business without diminishing your net worth

 

Worth_Financial_logo

Women Worth More – Valentine’s Day Luncheon – Feb 2017

Women Worth More

 

TIME

February 14, 2017
11:30AM – 1:30PM

LOCATION

Covenant Presbyterian Church,
1000 E. Morehead St,
Charlotte, NC 28204

HOW MUCH

Free Event

RSVP REQUIRED

Register Now!

Dr. Kinneil Coltman

Dr. Kinneil Coltman
Carolinas Healthcare System

Biography
Nicole Martin

Reverend Dr. Nicole Martin
University Park Church

Biography
Nancy Arnold

Nancy Arnold
Counseling Private Practice

Biography
To Be Added

Detective Faye Strother
CMPD – Domestic Violence Unit

Biography

 

Worth_Financial_logo
WIE Logo
Career Mastered
LWA

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Women Worth More – The Heartbeat of Our Community – Sept. 2016

Women Worth More

 

TIME

September 29, 2016
11:00AM – 1:00P

LOCATION

Levine Museum of the New South
200 E. 7th Street
Charlotte, NC, 28202

HOW MUCH

Free Event, Lunch included

RSVP REQUIRED

Register Now!

 

Jennifer Davis

Jennifer Davis
Jennifer P. Davis & Associates, LLC

Biography

Astrid Chirinos

Astrid Chirinos
Latin American Economic Development Corporation (LAEDC)

Biography

Dr. Heather Brown

Dr. Heather Brown
Women + Girls Research Alliance at UNCC

Biography

Jennifer Davis

Natalie Williams
Women’s Business Center of Charlotte

Biography

 

Worth_Financial_logo
WIE Logo
Career Mastered
LWA

The-Financial-Shepherd-Foundation,-Inc---Logo

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