Welcome to Northwestern Mutual

Northwestern Mutual building

Putting Our History of Achievement to Work for our Clients

The Northwestern Mutual office in Charlotte serves the Carolinas and Northern Georgia. We are headquartered in Charlotte, North Carolina. The Charlotte network office has local offices in Winston-Salem, North Carolina; Asheville, North Carolina; Greenville, South Carolina; Charleston, South Carolina; Columbia, South Carolina and Augusta, Georgia. Richard Worrell, the current Managing Partner, and Jim Worrell, former Managing Partner, have served the Carolinas for over 65 years of combined experience with Northwestern Mutual.

Northwestern Mutual in Charlotte has enhanced the breadth of our service offerings and expanded geographically to include more than 200 financial representatives. Our network office is one of the largest in the Northwestern Mutual system across the country, and is consistently a top provider of life, disability and long-term care insurance, investments, wealth management solutions, annuities, and employee benefits solutions.

Because we are growing along with the Carolinas and Georgia, we are selectively looking to attract and develop high quality, motivated individuals who are committed to building an integrated Northwestern Mutual financial security practice and are dedicated to serving their clients. We continuously support the communities in which we live and serve through the involvement of our local financial representatives and management teams.

Top Work Places
Charlotte Business Journal 2017 Best Places to Work

Military Veteran Partnership

It was a pleasure being with the Veterans Bridge Home and Carolina Panthers Head Coach Ron Rivera for the second year in a row at a lunch and learn event to support making veterans and communities stronger together! We are proud to partner with the Veterans Bridge Home as they work to help Charlotte-area Veterans successfully transition home after military service by identifying their education, employment, and healthcare needs and connecting them to available community, state and federal resources.

Pictured: Carolina Panthers Head Coach Ron Rivera with Northwestern Mutual financial advisors at a Veterans Bridge Home Lunch and Learn event
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Northwestern Mutual Partners with Samaritan's Feet

Children learning
Circle of people

We are proud to announce we have once again partnered with Samaritan's Feet in March of 2018 to hold our fourth shoe distribution event with them at a local elementary school. Along with a November 2016 shoe distribution event at Montclaire Elementary School, a November 2015 event at Winding Springs Elementary and January of 2015 event at Hidden Valley Elementary School, we have been able to give over 3,100 pairs of new pairs of shoes to underprivleged Charlotte youth. We value our partnership with Samaritan's Feet and thank them for all the good work they do in the Charlotte community!


Reach Your Own Potential While Helping Others Do the Same

Richard Worrell assembled his team with care. He has sought out those who can thrive in a highly productive and fast-paced environment. It’s one that focuses everyone’s energies on helping clients achieve their financial and personal potential. Can you see yourself on our team? Find out now.

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Richard Worrell, CLU®, CFP®

Managing Partner


Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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We’re happy we make you happy.

Our clients rated us #1 in Customer Satisfaction among All Individual Life Insurance Providers. For J.D. Power 2019 award information, visit jdpower.com/awards.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck