Northwestern Mutual Financial Network - Charlotte

At Northwestern Mutual Financial Network - Charlotte, we're proud of the success our Financial Representatives have found and know that we would not be successful without them. We share their enthusiasm and drive, and are proud to foster an environment that allows our associates the opportunity to continue to grow.

Forum Representatives
Northwestern Mutual Financial Network - Charlotte would like to congratulate our Forum Representatives for 2007-2008. The Northwestern Mutual Forum motivates financial representatives to reach the highest level of productivity and excellence. Only 5% of representatives nationwide meet this level of excellence. Membership is earned on an annual basis.

Richard Worrell, CLU, CLTC, CFP®
Jeff Carlson, CLU, ChFC
Paul Foster
Edwin Peacock III, CLU
Carlton Deaton, CLU, ChFC
George Starnes III, MSFS, AEP, ChFC, CLU
Jay Ward

Success Stories
What does it take to become a successful financial representative? Is it a willingness to serve others? Are individuals drawn to the career because of their recognition of the value of human life? Has an internship opportunity offered a new experience and evolved into a way of life? Members of Northwestern Mutual Financial Network - Charlotte share their stories.

Ryan Saunders, CLU, ChFC
Stephen Ratcliffe, CFP®, CLU
Heath Beam, CLU, ChFC

Career Changers
Attorney, Banker, Certified Public Accountant, Teacher, Military Career—what do these careers have in common? They all represent individuals who have transitioned from these careers and others into successful financial representatives with Northwestern Mutual Financial Network - Charlotte. Read our Career Changer stories to see real-life examples of people just like you who made the transition into a career as a successful financial representative.

Jonathan Ramsey
Eric Wisotsky, CLTC, MBA

Financial Representative Directory

 
 

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. James Richard Worrell is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 6235 Morrison Blvd, Charlotte, NC, 28211, (704) 365-2014, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and Northwestern Mutual Financial Network - Charlotte are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

James Richard Worrell, General Agent, Northwestern Mutual Financial Network - Charlotte has Financial Representatives that are primarily licensed in North Carolina.

 
   

6235 Morrison Blvd
Charlotte, NC 28211
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Office: 704-365-2014
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