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.
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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.
TIME
December 6th, 2017
5:00PM – 6:30PM
LOCATION
Shook Kelley
2151 Hawkins St. #400,
Charlotte, NC 28203
RSVP REQUIRED
TIME
March 16th, 2017
6:00PM – 8:00PM
LOCATION
Conference Room
5600 77 Center Drive
Charlotte, NC 28217
HOW MUCH
Free Event
RSVP REQUIRED
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
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
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
Jennifer Davis
Jennifer P. Davis & Associates, LLC
Biography
Astrid Chirinos
Latin American Economic Development Corporation (LAEDC)
Biography
Dr. Heather Brown
Women + Girls Research Alliance at UNCC
Biography
Natalie Williams
Women’s Business Center of Charlotte
Biography
