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.
Meet Our Team
The Worth Advisors team values the craftsmanship of innovative planning and wealth management solutions to serve the specific financial needs of our clients.
Glen E. Wright II - CFP ®, AIF ®
Chief Executive Officer
Sherise Jones - CPA
Managing Partner - Accounting
Chief Investment Officer
Sy Pugh, CLF®
Chief Operating Officer
Client Services Advisor
Client Services Advisor - Bio Coming Soon
Carrie Clark, EA, MST
Senior Staff Accountant - Bio Coming Soon