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Richard Worrell is uncompromising in his efforts on behalf of clients, never allowing himself to be satisfied with the quality of his contribution to those relationships. Supporting his quest for continual improvement are the members of Richard’s team, who understand that success begins and ends with addressing the needs of clients.

Jennifer Monroe Johnson Associate Financial Representative jennifer.m.johnson@nmfn.com 704-365-2014 ext. 4203

Mark Alan Axmacher Director of Marketing and Client Services mark.axmacher@nmfn.com 704-365-2014 x 4201

Sherry Robinson Assistant Director of Development sherry.robinson@nmfn.com (704) 365-2014 ext. 4205 Sherry L. Robinson resides in Mount Holly, NC with her husband and two children. She has worked with Northwestern Mutual Financial Network for 25 years and with Richard Worrell for 10 years in the development of new financial representatives. Sherry is a Financial Representative. She is Life & Health and Long Term Care licensed. She is also a registered representative of Northwestern Mutual Investment Services. In July 2007 she received the commitment to Excellence Award.

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Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor.

Northwestern Mutual Financial Network 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. James Richard Worrell Jr is a District 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), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 6235 Morrison Blvd, Charlotte, NC 28211-3508, 704-365-2014, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and the Northwestern Mutual Financial Network - Charlotte are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance 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 and their staff 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 Jr is primarily licensed in North Carolina and may be licensed in other states.

CA License: #0D30924

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Richard Worrell , CLU®, CLTC, CFP®

Financial Advisor

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Richard Worrell , CLU^®, CLTC, CFP^®

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