Worth Advisors

Andrew Pitts is a financial advisor at Worth Advisors in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Worth Advisors in 2026, he worked at Equitable Advisors, LLC from 2023 to 2026. Outside of his advisory career, he has held various roles including positions at Lowe's Home Improvement and involvement with Christ Community Church. 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 offers tailored investment programs primarily using ETFs and no-load index mutual funds, along with a dedicated platform for college coaches called CoachNetWorth that integrates tax and bookkeeping support through collaboration with accounting professionals.

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.

John Lynch is a financial advisor with Worth Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include leadership positions at Lynch Financial Group LLC, Wealth Watch Advisors LLC, and Patrick Lynch Financial, where he has also operated as an independent insurance agent offering fixed and fixed indexed annuities. Worth Advisors provides fee-based financial planning and portfolio management services to individuals, high-net-worth clients, businesses, qualified retirement plans, and other advisers, including a specialized platform for college coaches called CoachNetWorth. The firm emphasizes tailored investment programs using ETFs and no-load index mutual funds, with integrated tax and bookkeeping support through collaboration with accounting professionals.

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.

Glen Wright II is a CFP® professional with 20 years of experience in financial advising. He has been with Worth Financial Advisory Group since 2011. 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 offers tailored investment programs primarily using ETFs and no-load index mutual funds, with a focus on long-term management and tactical reallocation when appropriate.

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.