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Andrew P

Series 66

Charlotte, NC

Worth Advisors

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors for three years. His early career includes roles at Lowe's Home Improvement, Christ Community Church, and Davidson College. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm emphasizes portfolio construction aligned with clients’ objectives and risk tolerances, utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight and due diligence.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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Robin U

CFA®, Series 63

Charlotte, NC

Worth Advisors

Robin Underwood is a CFA® charterholder with two years of industry experience, currently serving as an advisor at Worth Advisors in Charlotte, NC. He is also the president of Conservation Exchange, Ltd, a company facilitating the exchange of transferable South Carolina state tax credits. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers, offering tailored investment programs primarily using ETFs and no-load index mutual funds with a generally long-term focus. The firm is noted for its dedicated platform for college coaches and its integration of tax and bookkeeping support through collaboration with accounting professionals.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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Jessica C

Series 66

Charlotte, NC

Worth Advisors

Jessica Carnes is a financial advisor with Worth Advisors in Charlotte, NC. She holds a Series 66 designation and has 14 years of industry experience, including 10 years at Worth Financial Advisory Group, LLC. Worth Advisors provides fee-based financial planning and portfolio management to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its CoachNetWorth platform serving college coaches and integrates tax and bookkeeping support through collaboration with accounting professionals.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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Marsha T

Series 63, Series 66

Charlotte, NC

Worth Advisors

Marsha Thorne is a financial advisor at Worth Advisors in Charlotte, NC, with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and First Citizens. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, including high-net-worth clients, college coaches, businesses, and retirement plans. The firm’s portfolios are constructed using ETFs and no-load index mutual funds, with an option for third-party money managers under ongoing oversight.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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Glen W

CFP®, Series 63, Series 66

Charlotte, NC

Worth Advisors

Glen Wright II is a CFP® with over 21 years of experience in the financial industry. He has been with Worth Financial Advisory Group since 2011. Glen holds the Series 63 and Series 66 licenses and is based in Charlotte, NC. Worth Advisors is a fee-based financial planning and investment management firm serving individuals, college coaches, businesses, and retirement plans. The firm constructs portfolios tailored to client objectives and risk tolerances, often utilizing ETFs, no-load index mutual funds, and third-party money managers while maintaining oversight.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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Harold G

Series 63, Series 65, Series 66

Charlotte, NC

Worth Advisors

Harold Goodlett is a financial advisor at Worth Advisors in Charlotte, NC, with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Worth Financial Advisory Group since 2012. Outside of his advisory role, he has worked as a cashier at Rite Aid during non-market hours. Worth Advisors provides fee-based financial planning and portfolio management services to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers. The firm is known for its tailored investment programs, use of ETFs and no-load index mutual funds, and a dedicated service platform for college coaches called CoachNetWorth.

Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals Dual Income Family
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