Welcome to Northwestern Mutual

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 50 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.

Northwestern Mutual Provides Christmas Gifts for Low-Income Families with Salvation Army Angel Tree Program

Charlotte Advisor Stephen Ratcliffe, CLU, ChFC, CFP, spearheaded the campaign to riase enough money to buy Christmas gifts for 110 low-income children in the Charlotte metro area this past December. Ratcliffe and a team of over 20 volunteers spent an entire day shopping for clothes, bikes, and toys for children who otherwise would not have received Christmas presents. This is the fifth year Ratcliffe has led the fundraising efforts, more than doubling what was raised the year before.





Northwestern Mutual Partners with Samaritan's Feet


In November 2015 and January of 2015, Samaritan’s Feet and Northwestern Mutual teamed up for a free shoe distribution at Winding Springs Elementary School and  Hidden Valley Elementary School in Charlotte. More than 1,000 students at each school received a new pair of shoes and socks from volunteers.


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®, CLTC, CFP®

Managing Partner

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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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." August 2015

Top Ten Internship for 20 Straight Years

- Vault Guide to Internships, 2016 edition

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