To some, Charlotte is a city that metaphorically pulled itself up by its bootstraps. Despite the economic and social upheaval brought on by the Civil War, Charlotte continued as a leading city for finance and the textile industry throughout the 20th century. After the Civil Rights Movement and desegregation in the 1970s, Charlotte grew exponentially in both population and diversity: from 1980 to 2014, the population more than doubled, and the percentage of people of color in Mecklenburg County rose from 24 to 52 percent, according to the Quality of Life Explorer created by Mecklenburg County, the city of Charlotte, and UNC Charlotte. Based on this narrative of growth and progress, Charlotte shows all the signs of a New South city. Yet, a 2014 study from Harvard and UC Berkeley ranked Charlotte 50th out of 50 cities for social mobility, and this lack of social mobility disproportionately affects minorities. This contradicted Charlotte’s New South city narrative.
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.
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.
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.
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.
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.
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.