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.

News

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

The Worth Report: 2018 Tax Cuts

The Worth Report: Financial Inequalities

The Worth Report: Planning For 2018

Blessed to Be a Blessing

Excerpt Adapted From: The Financial Shepherd-
Why Dollars + Change = Sense by Glen Wright and Sy Pugh

 

Although we have touched on this subject in other chapters, we want to take a moment to expound on a particular verse: Proverbs 13:22 – “A good man leaves an inheritance for his children’s children, but a sinner’s wealth is stored up for the righteous.” Proverbs 13:22a, provides an excellent example of a Financial Shepherd. What is clear about this verse is that the wise man leaves a legacy. More often than not though, that legacy does not involve the riches and wealth we tend to think about when we talk about an inheritance. Often the legacy comes in the form of wise counsel and seeds of faithfulness. As the children of Israel benefited from Abraham’s faithfulness, and Solomon benefited from David’s wise counsel, so too do we have to be prepared to leave an inheritance of righteousness. Most parents want to see their children become more successful than themselves, so they instill in them wisdom from their own life’s lessons and other intangible instructions for success. If you were provided with this type of legacy from your own parents, the wisest decision you can make is to work to ingrain the same teaching in your own children, grandchildren, nieces, nephews, and cousins. Truthfully, your children aren’t just those that were born to you or reared in your household, they include those that follow your instructions and those that are impacted by your decisions as well.

So, who inherits what you have been fortunate enough to leave behind? The preparation for an inheritance actually starts with the person that has the inheritance to leave. This preparation requires wise counsel as well. There are many examples in the Bible that show the oldest child being the recipient of the majority of the inheritance. Unfortunately, the oldest child may not always be prepared to receive an inheritance due to their own personal circumstances.

Recently we were involved with a family in which this was the case. The matriarch of the family passed away and none of her three adult children was in position to receive the inheritance. Though her assets were not great, she did have the foresight and guidance to elect a beneficiary that she could trust to oversee and execute her wishes as she had planned. The beneficiary happened to be her grandson. Although he was not her biological child, she sowed enough seeds of righteousness in him in advance to prepare him to properly receive and manage this inheritance.

An inheritance should be seen as another way to sow a seed of righteousness in someone’s life. Whether you sow through finances, offering services, kindness, gifts, or through prayer, this principal of sowing and reaping has a tremendous impact on the giver(s) as well as the receiver(s).

The Worth Report: Financial Ramifications of Sexual Misconduct

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