Charlotte

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Already working with someone?
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Kids playing tug-a-war

Lending a hand,
however we can.

Causes we care about

Along with making the financial lives of our clients better, we're improving our community, too. Through financial support, volunteerism and collaboration with partners, we're helping to build a stronger community.

Allegro Foundation

Allegro Foundation… a Champion for Children with Disabilities is a 501(c) 3 non-profit organization that combines movement instruction with educational & medical expertise, creating new techniques to teach children with disabilities and enhance their quality of life.

Visit partner website

Visit partner website

https://media.northwesternmutual.com/sites/images/causes-media-selection/original/d15eafbf-b8b4-42d8-8e94-9229be7afc68.jpeg

Richard and Alanna Worrell at the Allegro Foundation Golf Tournament

Allegro Foundation Golf Tournament

Richard and Alanna Worrell at the Allegro Foundation Golf Tournament

Veterans Bridge Home

Veterans Bridge Home connects Veterans and their families, in any state of transition, to the community. Veterans and their families are able to successfully pursue their dreams of building a relevant and productive life in the Charlotte region. Managing Partner, Richard Worrell, is passionate about helping veterans transition to the business world, and is on the board of the Veterans Bridge Home.

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Visit partner website

https://media.northwesternmutual.com/sites/images/causes-media-selection/original/3db8e8ee-1f36-4894-936c-70fc09e7ad1c.jpeg

Veterans Bridge Home

Angel Tree

Every child deserves to experience the joy of Christmas morning. The Salvation Army Angel Tree program helps provide Christmas gifts for hundreds of thousands of children around the country each year. In 2020, DKD officially completed our most successful Angel Tree effort ever. We raised enough money to be able to shop for 200 Angels!

https://media.northwesternmutual.com/sites/images/causes-media-selection/original/50d26327-d38e-46df-a494-804615739aa1.jpeg

DKD Wealth Strategies Group giving back to 200 Angels

Charlotte

Our location

6235 Carnegie Blvd
Charlotte, NC 28211

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To learn more about Northwestern Mutual Investment Services, LLC
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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 0 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

James Richard Worrell Jr is a General Agent of NM, NLTC and a Registered Representative of NMIS. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

James Richard Worrell Jr, General Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in NC.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Amanda Armfield, Erica Beckert, Darcy Carson, Joseph Cocchi, Whitney Davis, Lauren Dowdy, Briana Evans, Kristy Helms, Alexa Martens, Carla Miller, Melissa Palma, Julie Penley, Gillian Renninger, Amanda Romano, Brittney Shea, Margaret Smith, Patrick Smith, Justin Williams and Madeline Woodie are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.