Worth Financial Advisory Group, an independent, privately owned firm with offices in Charlotte, Detroit and Nashville, has made two additions to its Charlotte office.
Harold Gregory (Greg) Goodlett has joined Worth Financial as an advisor with more than 20 years of experience in the securities industry and the money management process. Goodlett is committed to providing a customized approach to portfolio management for individuals and corporations, and he has been a Registered Investment Advisor overseeing fee-based accounts since 1993. He has worked for major wirehouses, as well as regional brokerage firms.
T. "Mark" Nguyen, APMA SM has joined Worth Financial as a financial analyst and is responsible for researching and evaluating securities for clients, spearheading large-cap stock, and overseeing large-cap, mid-cap and sector fund research. He also places trades, reconciles clients' accounts, does ongoing research and assists in the preparation of client financial plans. Nguyen is a graduate of the University of North Carolina at Chapel Hill with a degree in mathematics.
"Greg and Mark have solid investment experience and respected credentials in this industry," said Glen Wright, II CFP ®, RFC, AIF ®, chief executive officer at Worth Financial Advisors. "Our firm is headquartered in Charlotte, so the growth is organic. Greg and Mark already are proving to be assets to our team."
For more information about Worth Financial Advisors, visit www.worthadvisors.com or call 704.731.0121.
ABOUT WORTH FINANCIAL ADVISORS
Worth Financial Advisory Group is an independent wealth management firm dedicated to enhancing the financial lives and enriching the financial legacies of its clients. As a privately held financial and registered investment advisory firm (RIA), Worth Financial offers independent, unbiased financial counsel focused on the unique needs and priorities of its clients. While this independence provides clients with highly personalized services, Worth Financial offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies.