Northwestern Mutual Financial Network - Charlotte: Northwestern Mutual

Putting Our History of Achievement to Work for Clients

Managing Partner James Worrell has been with Northwestern Mutual Financial Network for nearly 35 years. Over the years, his Northwestern Mutual Financial Network – Charlotte office has grown in depth of service and geographic reach, to more than 150 Financial Representatives in many local offices. Jim Worrell acknowledges that this means little to the next client.

“A new client may be impressed with our history and the number of people in our team for, perhaps, 30 seconds. Then they want to know how that can help them. It is our job at the Northwestern Mutual Financial Network – Charlotte to show them how our past and current success will translate into their future victories. We’re up to that challenge. We’ve had plenty of practice!”

-- James Worrell

In the News

Best's Review Features Article on Northwestern Mutual's Financial Strength
Since 1928, Northwestern Mutual has maintained an A.M. Best Co. rating of A or higher.

Click here to read the article.

The Mint Study Finds Kids Choose Summer Pay Days Over Play Days
According to a new poll conducted by themint.org, nine out of ten young Americans would prefer big summer pay days than fun summer play days, a finding that challenges the common perception that summer is the time when kids leave their homework and cares behind in pursuit of fun or just some lazy days.

Click here to learn more.

Adults can test their financial awarness, by taking a Financial Checkup, using Northwestern Mutual's interactive financial awareness quiz.

Click here to take the quiz.

Let Your Worries Go
Northwestern Mutual and Northwestern Mutual Financial Network - Charlotte are committed to helping you make sound decisions to help you let your worries go. Once you’ve taken the steps necessary to achieve financial security, are there other worries that concern you? Perhaps the tragedies caused by natural disaster, hunger or illness? Here, too, we are committed to help.

This year The Northwestern Mutual Foundation has earmarked one million dollars for Habitat for Humanity, Susan G. Komen for the Cure, America’s Second Harvest and the YMCA to help combat these worries. Visit www.letyourworriesgo.com to let your worries go and vote to help decide how to distribute the funds.

Encourage your friends and family to vote too!

Reach Your Own Potential While
Helping Others Do the Same

Jim 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.

JOIN OUR TEAM

Legal Notice | Online Privacy Statement | Disclosures | Customer Privacy Notice

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.

Success Stories

Real-life stories of some of our members:

Ryan Saunders, CLU, ChFC
Stephen Ratcliffe, CFP, CLU
Heath Beam, CLU, ChFC
Jonathan Ramsey
Eric Wisotsky, CLTC, MBA

Products and Services
Learn more about our world-class insurance services and internationally recognized investment products.

FIND OUT MORE

FORTUNE magazine survey names Northwestern Mutual "America's Most Admired" for unprecedented 25th time
Northwestern Mutual is the only company, in any industry, to have received this recognition every year. Click here to learn more.

Northwestern Mutual Receives Top Honors from Selling Power Magazine
Northwestern Mutual has topped all other service companies in Selling Power magazine's annual "The 50 Best Companies to Sell For" ranking, leading the 2007 list published in the most recent November/December issue. Click here to learn more.

Client Relations Center
Did you recently move to the Charlotte area? Are you in need of service or would you like to meet with a Financial Representative? The Client Relations Center team will make sure you will receive the best possible service or help you find solutions to match your insurance and investment needs with your financial goals. Please contact Sherry Robinson at 704-365-2014 x4205, or e-mail her at sherry.robinson@nmfn.com.

Take the First Step!

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

tAKE THE FIRST STEP

Get the news on career opportunities.


Our quarterly e-mail newsletter features informative articles about prospective sales careers and internships with the Northwestern Mutual Financial Network.

SUBSCRIBE NOW