Richard Worrell , CLU^®, CLTC, CFP^®

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Richard Worrell has been a resource for the Greater Charlotte area since 1996

Richard Worrell is a Financial Advisor and Managing Director of the Northwestern Mutual Financial Network – Charlotte office. Richard Worrell and his team serve a variety of clients in the greater Charlotte area with special emphasis on assisting business owners and other individuals with products and services such as long-term care insurance and estate solutions.

Hard work usually is essential in the quest for a secure financial future, but rarely can it do the job all by itself. Individuals and organizations may spend decades driving toward their goals only to find out one day that the resources generated are insufficient to satisfy needs. This can happen if anticipated needs or the ability to satisfy them are miscalculated, or if an unexpected event or change in conditions occurs to upset the equation. Regardless of the cause, nobody wants decades of hard work to culminate in financial vulnerability.

Richard Worrell can help increase the chances that your hard work will be sufficient to satisfy your needs. He starts by learning all he can about you or your organization through conversation about the present, past and expected future, often raising issues that hadn’t been considered. Next Richard Worrell formulates financial solutions targeted to your needs and dreams. After implementing your choices, he keeps in touch to provide new suggestions as evolving conditions warrant.

Richard is the Chairman of the Easter Seals UCP Advisory Board of Charlotte, NC.  Northwestern Mutual wrote an article regarding a group of his peers donation to the school which serves children age 6 months to 6 yrs old that have special needs.  Please click here to view the article.

Review these pages to learn more about Richard Worrell and his team, and then contact him to begin building protection for your efforts.

Northwestern Mutual-Charlotte Honored with Community Impact Award

Richard Worrell, managing director of the Northwestern Mutual - Charlotte office and his team are the recipients of the 2010 Community Impact Award for their work with Easter Seals United Cerebral Palsy (UCP) of North Carolina and Virginia. In recognition of the Charlotte Office's ongoing support, the Northwestern Mutual Foundation is making a $50,000 grant to Easter Seals UCP to create additional opportunities for children and adults with disabilities throughout North Carolina and Virgina. For more information, visit our Community Involvement page.

Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our interactive report features clients talking about why they felt secure in an unstable economy. View Interactive Annual Report

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

Northwestern Mutual Financial Network News

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 ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

Click here to learn more.