Expertise

The mission of Richard Worrell and the financial representatives from the Northwestern Mutual Charlotte office is to provide you with expert guidance and innovative solutions that are right for you, and for those who depend on you.

Whether focused on your personal finances, your business or both, your financial representative will work with you to understand your financial goals and help ensure that we are providing you with the right information and products to meet your needs.

Your financial representative, working alongside our team of financial specialists, will help you realize your financial goals for the future.

Here is a list of our specialists:

Jay Hatten, CLU®, ChFC®, CFP®
Disability Income Specialist

Jay Hatten is the Disability Specialist. He is a consistent leader of the Million Dollar Round Table and Lives Leader Summit qualifier. He is a graduate of Furman University and resides in Greenville, South Carolina. Jay has been with Northwestern Mutual since 2002.

 

 

Rob Gorman, CLU®, ChFC®, CFP®, AEP®
Life Specialist

Rob Gorman is a graduate of Wake Forest University and is a member of the Northwestern Mutual Forum. Rob has been with Northwestern Mutual since 2004.

 

 

 

Jacqueline Fish, CLU®, ChFC®, CFP®
Life Specialist

Jacqueline has been in the business since 2010. She most enjoys working with business owners and executives. Jacqueline is a lives leader summit qualifier and a Wealth Management  Advisor. Jacqueline has been with Northwestern Mutual since 2010.

 

 

Turner Dayton, CFP®
Annuity Specialist

Turner is a native of Spruce Pine, North Carolina. He is a 2007 graduate of Wake Forest University and began working with Northwestern Mutual in December of 2007.  He is a member of NAIFA and MDRT.  Turner has been with Northwestern Mutual since 2010.

 

 

Gerald Worrell, CLTC
Long Term Care Specialist

Gerald has been our Long Term Care Specialist for seven years.  Gerald’s passion for this product comes from his involvement around the issue of geriatrics.  He has a Doctorate of Theology with an emphasis on the needs of Older Adults.  His first Long Term Claim was his own mother at age 82. Gerald graduated from Virginia Tech and was a minister prior to joining Northwestern Mutual. He has been with Northwestern Mutual since 2000.

 

Fred Wilkerson, CLU®, ChFC® , CFP®, JD
Estate Strategies Group Specialist

Fred Wilkerson is the Estate Strategies Group Specialist. He completed his undergraduate studies at West Virginia University and completed his J.D. at Wake Forest University. Fred is a Northwestern Mutual Forum qualifier and has spoken at dozens of Regional and Annual Meetings. He has been with Northwestern Mutual since 1987.

 

 

Jennie Derby, CLU®, ChFC® , CFP®, CLTC
Estate & Business Planning Specialist

Jennie has built a successful practice over the past 25 years by helping businesses grow. She is the 401(k) specialist for the Worrell Network Office. She is an Estate and Business Planning consultant and holds multiple professional designations including CLU®, ChFC®, CFP®. Jennie has been with Northwestern Mutual since 1991.

 

 

Mike Kavanagh, CLU®, ChFC®, CFP®
Retirement Specialist

Mike is a 1987 graduate of Wake Forest University. He serves on numerous boards in the Charlotte area.  Mike specializes in wealth management and qualified retirement plan services. Mike has been with Northwestern Mutual since 1988.

 

 

 

 

 


Internships

As a financial representative intern, you'll get real-world job experience as you discover a career with flexibility and rewards.

Learn More arrow

Looking for a supportive team atmosphere that will provide guidance and mentorship? Do you not just want an internship, but one where you can truly make an impact on others? Need one that works around your school schedule?

Take The First Steplearn more arrow

#1 in the Financial Services Industry

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

Top Ten Internship for 21 Straight Years

- Vault Guide to Internships, 2017 edition

50 year anniversary banner
 

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