A complete list of active advisors currently associated with Worth Financial Group Inc.

Warmer can help you find a great advisor at Worth Financial Group Inc. or one who fits your needs even better.

Worth Financial Group manages about $122.8 million in discretionary assets and provides tailored portfolio management services to individuals and high‑net‑worth clients, using client questionnaires to align investments with stated objectives and risk tolerance. The firm implements strategies across mutual funds, ETFs, and individual securities and conducts ongoing portfolio reviews to maintain suitability. Its investment process emphasizes cyclical security analysis supported by fundamental, technical, and charting methods, with research drawn from in‑house work and third‑party sources; account reviews occur at least annually and the firm trades on a discretionary basis. Worth generally directs execution and custody to major clearing custodians and does not aggregate trade orders, and it receives certain software and systems support from those custodians. Compared with many investment managers, the firm also operates as a fully disclosed broker‑dealer and an insurance agency, and some associates sell commission‑based products or receive additional compensation for brokerage and insurance sales — relationships the brochure identifies and monitors through disclosures and a Code of Ethics. The firm’s principals provide outside compliance and advisory services through affiliated entities and maintain other industry affiliations, which the brochure notes can create conflicts that are addressed by supervisory procedures and ongoing trading oversight; Worth also leaves proxy voting to clients rather than voting on their behalf.

To learn more about the advisors currently working at Worth Financial Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Worth Financial Group Inc.'s office locations.

Name	Location	Years of experience
Michael Digiacinto	McKinney, TX	24
Daniel Gesin	Dallas, TX	5
Lisa Gesin	Dallas, TX	25
Sheree Stacy	Rowlett, TX	33
Robert Tabor	Austin, TX	27
Robert Wirth	Dallas, TX	48

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