Beth Ann Johnson
Financial Advisor
Beth Ann has spent the past 20 years guiding individuals and families through financial planning with clarity and confidence. She is known for her relationship-driven approach and unwavering commitment to putting clients first. Beth Ann uses a comprehensive, unbiased process grounded in research, strategy, and true fiduciary care to help clients make informed financial decisions.
Clients appreciate Beth Ann’s direct, thoughtful conversations about markets and performance, as well as the personal touch she brings to every relationship. Whether meeting over lunch, welcoming clients in her office, or traveling to see those across Texas and beyond, she is dedicated, responsive, and deeply invested in the people she serves.
Before becoming a financial advisor, Beth Ann built an enriching corporate career working alongside CPAs, attorneys, and CIOs—experience that shaped her analytical approach and commitment to excellence. A graduate of Texas Tech University, she brings decades of insight to help individuals, families, and business owners navigate life’s financial decisions with clarity.
Beth Ann’s passion for finance began early. Growing up on a farm, she accompanied her father to the bank at age nine to borrow money for livestock—an experience that sparked her curiosity about how money works. Her father nurtured that interest with math lessons and financial principles, paving the way for her future in financial planning. Later in life, witnessing a family member suffer significant financial loss due to poor guidance fueled her commitment to integrity and protecting clients from mismanagement.
Outside of work, Beth Ann enjoys spending time with her family, college friends, and church community. She is a proud grandmother and cherishes time with her kids and grandkids. At home, she loves being with her three beloved big dogs.
Ph: (469) 257-5078
bajohnson@worthassetmgmt.com
As a retired couple, my husband and I are pleased with Worth Asset Management’s handling of our account. We are constantly kept updated on all activity and meet at least twice a year for full reviews. Everyone at Worth Asset Management’s office is professional and friendly. My husband and I will be with them for many more years.
A Trusted Partner for Our Retirement Years
Keep doing what you are doing! Communication is key and I am most happy to say I found the right firm to assist me with my financial planning.
The Right Firm, the Right Communication
The firm is very professional, has very high integrity and really seems to care about what is best for the client.
A Firm That Truly Puts Clients First
I trust them to take care of my finances and I truly believe they care about me as a person and friend, not just a client.
Hilary M.
You’re not just a Number here
We appreciate the weekly updates on what is going on with our investment. Being up front with all business matters that affect us. Always open to questions and our thoughts.
Ron f.
Transparency you can actually feel
Jim is knowledgeable, friendly and easy to talk to. He understands my financial goals and helps me work towards them. He takes the time to explain things so I understand. I am happy I've made the switch to Worth. Wish I had found Jim and Worth sooner.
i am so Happy I've made the switch to worth
Donna P.
Philip is delightful, helpful and takes his time understanding and explaining. Very grateful after using many different advisors to find Philip.
Helpful, Patient, and Truly Invested in You
Phil is interested in all aspects of our life and he gets involved and interested in my business. He's been the best advisor I have ever had! Just a great experience and Phil reaches out to us consistently.
stu s.
Trusted with business. invested in life.
His ability to invest in products that earn growth in my IRA. Phillip is very down to earth, friendly, explains everything in detail, and is very responsive. I enjoy working with Phillip and I trust his judgment.
Ilene V.
Smart strategy. Zero intimidation.
