Northwestern Mutual Financial Network - Charlotte


Stephen Ratcliffe, CFP®, ChFC
Financial Advisor
704-365-2014

Click here to visit Stephen's web site.

I began my career with Northwestern Mutual Financial Network as an intern in our Chapel Hill office during the summer of 2001. Upon graduation from UNC Chapel Hill, I transitioned my contract to the Worrell Network Office in Charlotte.

Completing the internship program gave me a true insight to what this career is all about and I obviously loved what I saw.

This career creates a unique opportunity to do both meaningful and impactful work for our clients while simultaneously creating a great lifestyle for ourselves and our families. I am not aware of any other career opportunities out there like the one that the Northwestern Mutual Financial Network offers.

I have the ability to learn something new everyday and take that newly acquired knowledge and apply it to positively impact the lives of my clients.

The relationships I am continuing to build with my clients now will be the same relationships I will have 30 years from now and to me that is pretty special.

 

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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