Worth Asset Management

John Hale is a financial advisor with Worth Asset Management in Waxahachie, TX, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. He has been with Worth Asset Management since 2014 and also manages The Hale Law Firm, P.C., where he practices as an attorney. Outside of financial advising, Hale is involved in legal practice and real estate management. Worth Asset Management provides portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority to manage assets.

Alton Thompson is a financial advisor at Worth Asset Management in Frisco, TX, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lenovo before joining Worth Financial Group. Outside of advisory work, he engages in part-time sales for two small businesses, TAP Innovations and Dealer Detail Services, focusing on lead generation. Worth Asset Management provides portfolio management, financial planning, and related services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and employs various analytical methods, maintaining ongoing portfolio reviews and discretionary authority for adjustments.

Natalie Floyd is a financial advisor at Worth Asset Management with two years of industry experience. She holds a Series 65 designation and has been with Worth Asset Management since 2023. Outside of her advisory role, she teaches first grade at Trinity Christian Academy, a position she has held since 2015. Worth Asset Management provides portfolio management, financial planning, and related services to individuals, high net worth clients, trusts, and retirement plans. The firm customizes investment strategies based on client objectives and regularly reviews portfolios using various analytical methods.

Joseph Dowdall is a CFP® professional with 18 years of experience in the financial services industry. He has worked at Worth Asset Management since 2021 and previously spent 10 years with MMWKM Advisors, LLC. In addition to his advisory role, he is an independent insurance agent involved in marketing and sales of traditional insurance products. Worth Asset Management serves individuals, high net worth clients, trusts, and retirement plans by providing portfolio management, financial planning, and distribution services. The firm customizes investment strategies based on client objectives and employs various analytical methods, conducting ongoing portfolio reviews and adjustments.

Cody Mason is a CFP® professional with 19 years of industry experience. He is currently with Worth Asset Management in Dallas, TX, where he has worked since 2025. Prior to this, Mason held various roles at Fidelity Investments and its affiliated firms from 2006 to 2025. Worth Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm tailors investment strategies to client objectives using fundamental, technical, and cyclical analysis, with ongoing portfolio reviews and adjustments.

Philip Floyd is a CFP® and Series 66 licensed 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 marketing and sales of traditional insurance products. Worth Asset Management serves individuals, high net worth clients, trusts, and retirement plans by providing portfolio management, financial planning, and insurance advisory services. The firm employs a tailored investment approach that includes fundamental and technical analysis, with ongoing portfolio adjustments based on client circumstances.

James Clark is a financial advisor at Worth Asset Management in Dallas, TX, 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. In addition to his advisory role, Clark is an independent insurance agent involved in the marketing and sales of traditional insurance, life insurance, and annuities. Worth Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm tailors investment strategies to client objectives using fundamental, technical, and cyclical analysis, with ongoing portfolio adjustments and regular reviews.

James Stewart is a financial advisor at Worth Asset Management in Dallas, TX, with four years of industry experience. He has held positions at Worth Asset Management since 2021 and previously worked at Harbor Wealth Management from 2009 to 2021. He holds Series 63 and Series 65 licenses. Worth Asset Management provides discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm employs a range of analytical methods and maintains ongoing client portfolio reviews, often with discretionary authority to adjust strategies according to client needs.

Jeffrey Burandt is a CFP®-certified financial advisor with over 31 years of industry experience. He is currently with Worth Asset Management and has previously worked at Harbor Wealth Management, Inc. and Worth Financial Group Inc. Worth Asset Management offers discretionary and non-discretionary portfolio management, financial planning, and insurance advisory services to individuals, high net worth clients, trusts, and retirement plans. The firm tailors investment strategies to client objectives using fundamental, technical, and cyclical analysis, and maintains ongoing portfolio reviews with a focus on client-specific restrictions.

Beth Johnson is a financial advisor with Worth Asset Management in Dallas, TX, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and City National Bank. She is also licensed as an independent insurance agent, marketing traditional and variable insurance products. Worth Asset Management provides portfolio management, financial planning, cash management, and distribution planning services to individuals, high net worth clients, trusts, and retirement plans. The firm integrates insurance products into comprehensive plans and employs a range of analytical methods while tailoring strategies to client objectives.