Worth Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

Founded in 2006, Worth Advisors seeks to deliver customized planning and money management solutions.  As a Registered Investment Advisor, we act as fiduciaries on behalf of our clients. We employ a prudent process which insures that all decisions and recommendations are made solely in the best interests of our clients. We treat your investment as if it was our own. Our comprehensive, unbiased approach is designed to preserve and enhance assets. The primary focus remains on the overall perspective of client goals and objectives.

Find Worth Advisors employees' phone numbers or email addresses

Worth Advisors Global Highlights

North America
23

United States Of America
23

Worth Advisors's Leadership

S. P.
Chief Operating Officer
Mobile Phone
Email
G. W. W. F.
Ceo- Cfp®,Rfc,Aif®
Mobile Phone
Email
S. J.
Managing Partner
Mobile Phone
Email
R. H.
Senior Wealth Planner
Mobile Phone
Email
G. A.
Sr Tax Accountant
Mobile Phone
Email
R. R.
Principal
Mobile Phone
Email
B. B.
Administrative Support Assistant
Mobile Phone
Email
N. D.
Financial Planner
Mobile Phone
Email

Contact profiles from Worth Advisors

Name

Title

Contact Info

Location

Last Update

S. P.
Portfolio Designer
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2025
B. S.
Staff Accountant
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024
D. M.
Client Services Advisor
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. S.
Staff Accountant
Mobile Phone
Email
United StatesNorth Carolina
Feb 04, 2025
M. D.
Client Services Advisor
Mobile Phone
Email
Oct 21, 2024
N. Q.
Accountant
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2024
P. L.
Investment Advisor Representative
Mobile Phone
Email
United StatesColorado
Jan 03, 2025
S. H.
Executive Assistant
Mobile Phone
Email
UNITED STATES
Jul 15, 2025
S. T.
Mobile Phone
Email
UNITED STATES
Mar 07, 2023

Frequently Asked Questions

What is Worth Advisors known for?

Worth Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 5605 77 Center Dr, Suite 101 Charlotte, NC 28217, US. Explore Worth Advisors's company overview page for more information.

What is Worth Advisors's most common email format?

Worth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Worth Advisors email formats with LeadIQ.

How many employees does Worth Advisors have currently?

Worth Advisors has approximately 14 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Worth Advisors's key employees and leadership?

As of October 2025, Worth Advisors's key employees include:

Chief Operating Officer: S. P.
Ceo- Cfp®,Rfc,Aif®: G. W. W. F.
Managing Partner: S. J.
Senior Wealth Planner: R. H.
Sr Tax Accountant: G. A.

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