Richard Worrell
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Office: 704-365-2014

6235 Morrison Blvd
Charlotte, NC 28211-3508

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Professional

Richard Worrell’s father, Jim, has been with the Northwestern Mutual Financial Network for 35 years, so in large part Richard has grown up with the Network, watching Jim build his practice into one of the system’s premier offices through his recruitment and development efforts.

Richard Worrell became a Financial Representative in 1996 and was appointed Managing Director in 2001. He 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 has been the office’s Financial Representative of the Year every year since 1998 and is a member of The Forum, an honor reserved for the top of the Northwestern Mutual Financial Network Financial Representatives and a relatively rare achievement for Managing Directors.

Associations and Memberships

Richard Worrell also is a member of the National Association of Insurance and Financial Advisors North Carolina Region, Association for Advanced Life Underwriting and the Charlotte Estate Planning Council. He has earned the Chartered Life Underwriter (CLU) professional designation, the Certified Financial PlannerTM (CFP®) certification and the Certified in Long Term Care (CLTC) designation.

Education

Degree Major Institution
Bachelor of Arts Business University of North Carolina at Chapel Hill