Office Profile

Local Office Development
Richard Worrell's father and former managing partner, Jim Worrell, started in Charlotte with a scratch office that has since grown to what it is today. To date, 71 of the office's representatives have attained their CLU®, 47 have ChFC® status, and 29 have their CFP® designation. Together, Richard and Jim have over 50 years of experience serving clients in the Charlotte area with Northwestern Mutual.

Richard Worrell — Professional Background
Watching his father, Jim Worrell, build his practice into one of the system's premier offices through his recruitment and development efforts, Richard has, in large part, grown up with the Northwestern Mutual network. After graduating from UNC-Chapel Hill with a B.A. in Business and serving in the US Marine Corps Reserve, he became a financial representative in 1996, was appointed managing director in 2001, and eventually managing partner (succeeding Jim) in 2012. Richard sees the organization as one big family and is focused on building client relationships, as well as recruiting and developing the next generation of leaders.

Richard is a member of the National Association of Insurance and Financial Advisors North Carolina Region, the Association for Advanced Life Underwriting, and the Charlotte Estate Planning Council. He has earned the Chartered Life Underwriter (CLU®), CERTIFIED FINANCIAL PLANNER™ (CFP®), and Certified in Long-Term Care (CLTC) professional designations.

Find An Office Near You

Click on the interactive map below, or the list of district offices to view more information about each of our locations.

View Northwestern Mutual - Charlotte in a larger map

This Network Office has been active since 1967.

District Network Offices:

J W Ward IV

Managing Director

290 Charlois Blvd
Winston Salem, NC 27103-1508
Get A Map

John B. Tripoli, MBA, CLU®, CFP®

Managing Director

501 E McBee Ave
Greenville, SC 29601-2942
Get A Map

F. Chrys Kanos, CFP®, CLU®, ChFC®, CASL®, CLTC®

Managing Director

235 Magrath Darby Blvd
Mt Pleasant, SC 29464
Get A Map

Chad Dowdy, CFP®, ChFC®, CLU®, CLTC®

Managing Director

1901 Bull St
Columbia, SC 29201-2507
Get A Map

Lynn Marie Bowser

Managing Director

9115 Harris Corners Pkwy
Charlotte, NC 28269-3706
Get A Map

Keith Mays

Managing Director

11605 N Community House
Charlotte, NC 28277-0780
Get A Map

Richard Worrell, CFP®, CLU®

Managing Partner


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

Learn More arrow

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?

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 22 Straight Years

- Vault Guide to Internships, 2018 edition

50 year anniversary banner

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