Natalie Floyd is a financial advisor at Worth Asset Management in Dallas, TX, holding a Series 65 license with three years of industry experience. She has been with Worth Asset Management since 2023 and also teaches first grade students at Trinity Christian Academy. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering additional financial planning and insurance-related advice. The firm uses a diverse mix of security analysis methods, employs outside managers and sub-advisors, and conducts quarterly account reviews tailored to client objectives.

Joseph Dowdall is a CFP® with 18 years of experience in the financial industry. He has been with Worth Asset Management since 2021 and previously worked for MMWKM Advisors, LLC for 10 years. In addition to his advisory role, he works as an independent insurance agent, focusing on the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm uses a combination of security analysis methods and works with outside managers and sub-advisors, while offering financial planning and insurance-related advice.

Cody Mason is a CFP® with 19 years of industry experience. He is currently with Worth Asset Management and has previously worked at Fidelity Investments in various roles from 2006 to 2025. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans, offering tailored portfolios through a combination of security analysis methods and utilization of outside managers and sub-advisors. The firm also delivers financial planning, cash management, distribution planning, and insurance-related advice.

Philip Floyd is a CFP® and Series 66-registered advisor with 21 years of industry experience. He has worked at Worth Asset Management since 2021 and previously spent five years at MMWKM Advisors, LLC. In addition to his advisory role, Floyd is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management serves individuals, trusts, and employer-sponsored retirement plans with investment supervisory and portfolio management services. The firm employs a mix of security analysis methods and works with outside managers and sub-advisors while managing accounts on both discretionary and non-discretionary bases.

James Clark is a financial advisor at Worth Asset Management with 42 years of industry experience. He has been with Worth Asset Management since 2013 and previously worked at Worth Financial Group from 2001 to 2020. Clark is also an independent insurance agent involved in marketing and sales of traditional insurance, life insurance, and annuities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm combines multiple security analysis methods and utilizes outside managers and sub-advisors to tailor portfolios according to client objectives.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harbor Wealth Management from 2009 to 2021. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm offers financial planning and insurance-related advice, using a variety of security analysis methods and incorporating outside managers and sub-advisors while conducting regular account reviews.

Jeffrey Burandt is a CFP® with 32 years of industry experience, currently serving as an advisor at Worth Asset Management. He has worked previously at Harbor Wealth Management and Worth Financial Group Inc. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans, combining various security analysis methods and utilizing outside managers while maintaining overall advisory responsibility.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. Outside of her advisory role, Johnson is an independent insurance agent involved in the marketing and sales of traditional insurance products. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and employer-sponsored retirement plans. The firm employs a blend of security analysis techniques and utilizes outside managers and turnkey asset management relationships to tailor portfolios according to client objectives.