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.


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This Network Office has been active since 1967.

District Network Offices:

J W Ward IV

Managing Director

336-725-0159
290 Charlois Blvd
Winston Salem, NC 27103-1508
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John B Tripoli

Managing Director

864-232-2881
501 E McBee Ave
Greenville, SC 29601-2942
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Michael Jason Dolberg, CLU®, ChFC®, CASL®

Managing Director

843-579-0018
40 Calhoun St Ste 240
Charleston, SC 29401-3500
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Chad Dowdy, CFP®, ChFC®, CLU®, CLTC®

Managing Director

803-254-0133
1901 Bull St
Columbia, SC 29201-2507
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Sean Michael Williams

Managing Director

704-494-8060
9115 Harris Corners Pkwy
Charlotte, NC 28269-3706
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Richard Worrell Jr

Managing Partner

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