Steve Worthy
Managing Partner
Steve V. Worthy is the senior partner and co-founder of MaxWorth Benefits Group, LLC. Mr. Worthy received his Bachelor of Science (BS) degree in Business Administration from Jacksonville State University in Jacksonville, Alabama and Master of Science in Financial Services from The American College.
He was awarded and maintains his Chartered Life Underwriter® (CLU®), Chartered Financial Consultant®(ChFC®), and Retirement Income Certified Professional® (RICP®) designations from The American College. Additionally, he received and maintains his Certified Financial Planner® (CFP®) designation from the Certified Financial Planner Board of Standards, Inc.
Mr. Worthy has held an insurance license since 1976 and securities licenses since 1980. He is a Registered Principal, Registered Representative, and Investment Advisor Representative (IAR) of Royal Alliance Associates, Inc. He is also a member of NASD and SIPC and a Registered Investment Advisor.
Along with a team of dedicated financial professionals, he has been doing business in the Carolinas since 1984. Together, they have created the expertise and resources necessary to provide a wide range of strategic performance strategies for hospitals, physician practices, business owners, and executives.
Securities and investment advisory services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, DE, FL, GA, IN, KY, LA, MD, MI, NE, NV, NH, NY, NC, ND, OH, OK, PA, SC, TN, UT, VA, and WY. No offers may be made or accepted from any resident outside the specific state(s).
OUR OFFICE
10800 Sikes Place, Ste 205 Charlotte, NC 28277
