Charles H. Horton, Jr.

Family Office Director

Charles oversees Worth Financial Advisory Group’s Family Office which works with clients to manage their other ‘financial’ opportunities.  Whether it’s budgeting/bill pay services, real estate & relocation, management & coordination of various service providers, investment opportunity reviews, or lifestyle concierge services, the Family Office is a natural extension of Worth Financial Advisory Group’s fiduciary responsibility to ensure clients needs, wants, and desires are met with the utmost professionalism and diligence.  

Charles’ background bodes well for clients; he has significant experience as a corporate executive in Fortune 100 companies, as an entrepreneur whose clientele have included Fortune 500 companies, and an overall broad business background that includes Consulting, Consumer Packaged Goods (CPG), Financial Services, Real Estate, Telecommunications, Business Development, Operations, Marketing, and Retail.  His business prowess has been recognized through receiving the CIAA Man of the Year Award and Charlotte Business Journal’s Top 40 Under 40.

Charles started his undergraduate education at West Point (United States Military Academy) on a Congressional Appointment, before transferring to Swarthmore College (Swarthmore, PA) and finishing with a degree in Economics. Through his collegiate career, Charles was also an accomplished football and lacrosse player who received numerous team and conference awards.  He received his MBA from Wake Forest University with a focus on Entrepreneurship and Marketing.

In addition to business, Charles is committed to the community. He has volunteered and/or served on numerous organizations and boards, including currently serving on the Board of the Junior Achievement of Central Carolinas.

Charles has two children, Charles Michael and Chandler.