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, 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.

Supporting the CPCC Charlotte Skyline Run

Celebrating the 20th Anniversary
CPCC Charlotte Skyline Run
Saturday, April 25, 2015

Join us for the 20th anniversary of Central Piedmont Community College's (CPCC) Charlotte Skyline Run on Saturday, April 25, 2015. Proceeds from the Skyline Run support College scholarship funds and other priority needs of the College, ensuring that we continue to help meet the educational goals of these deserving students.

Register today or visit their site to learn more.

Northwestern Mutual CEO John Schlifske visits Network Office


Northwestern Mutual CEO John Schlifske recently took the time to visit Charlotte to speak to the agency  on the history and strength of Northwestern Mutual, and how that translates into our financial representatives continuing to successfully serve the community.

Network Office Hosts UNC Chapel Hill Men's Basketball Coach Roy Williams


As part of Northwestern Mutual’s partnership with the NCAA, office in Charlotte recently hosted UNC Chapel Hill Men’s Baskebtall Coach Roy Williams for a brunch with financial representatives and guests. Coach Williams spoke on his struggles and success in both his personal life and professional career to over 200 people at Quail Hollow Club.

Charlotte Business Journal's Women in Business Awards

Northwestern Mutual is proud to support the Charlotte Business Journal's 2013 Women in Business Awards, recognizing the accomplishments of businesswomen throughout the Charlotte area and their great achievements, both personal and professional. As title sponsor of the 17th Annual Women in Business Achievement Awards program, Northwestern Mutual recognizes the importance of supporting the Charlotte businesswomen community.

This year's Lifetime Achievement Award was given to Judy Rose (pictured), Athletic Director at UNC Charlotte. Congratulations to all of the winners.

"Dan Buettner: The Secrets to a Happier, Healthier, Longer Life" at Quail Hollow Club, May 8, 2013

Northwestern Mutual hosted Dan Buettner, Founder and CEO of Blue Zones, as he spoke to our audience on how to live longer, happier and healthier by optimizing their lifestyle and surroundings.

Dan Buettner is an explorer, New York Times bestselling author and National Geographic Fellow. His New York Times Sunday Magazine article, "The Island Where People Forget to Die", was the second most popular article of 2012. He founded Blue Zones, a company that puts the world's best practices in longevity and well-being to work in people's lives. Buettner's National Geographic cover story on longevity, "The Secrets of Living Longer", was one of their top-selling issues in history and made him a finalist for a National Magazine Award. His books The Blue Zones: Lessons for Living Longer from the People Who've Lived The Longest (2008) and Thrive: Finding Happiness the Blue Zones Way (2010) have appeared on many bestseller lists and were both featured on Oprah.

In 2009, Buettner and his partner, AARP, applied principles of The Blue Zones to Albert Lea, Minnesota and successfully raised life expectancy and lowered health care costs. He is currently working with Healthways to implement the program in three beach cities near Los Angeles, California and towns across the state of Iowa. Their strategy focuses on optimizing the health environment instead of individual behavior change. Writing in Newsweek, Harvard University's Walter Willet called the results "stunning."

Buettner also holds three world records in distance cycling and has won an Emmy Award for television production.



James R. Worrell receives Distinguished Service Award from Central Piedmont Community College

May 16, 2013 - CPCC President, Dr. Tony Zeiss (right), presented former Managing Partner James  R. Worrell, Sr. (left) the Distinguished Service Award in recognition of his continued extensive support of the college. CPCC has also recently named the Worrell Building on the College’s Central Campus, as well as the Worrell Financial Services Institute at the Harris Conference Center on the College’s Harris Campus. Check out the Community Involvement page for more information!

Northwestern Mutual Helps Build Sensory Room for Easter Seals UCP

In March 2013, the Easter Seals UCP Children's Center held its Grand Opening for a multi-sensory environment room. Richard Worrell, managing partner, served as the chairman of the fundraising committee to build the room, which will be open to the public and work with children with all types of disabilities in the community. With the help of the Northwestern Mutual Foundation, Richard let a campaign that raised nearly $400,000 in donations for the first multi-sensory room of its type on the east coast.

For more on the classroom visit our Community Involvement page.

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


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." Aug 2014

Top Ten Internship for 19 Straight Years

- Vault Guide to Internships, 2015 edition

Best Place to Work in the Insurance Industry

- Glassdoor.com's "Best Places to Work" survey, Dec. 2013

World’s Most Admired

It’s an honor to be recognized as a most-admired company in the world by trusted industry experts and our peers.

You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

Listen to it now. Like what you hear? You can subscribe to the podcast on iTunes or RSS.