Northwestern Mutual
Charlotte
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Headquartered in Charlotte, NC, the Worrell network has an outstanding team of leaders overseeing western NC, all of SC, and Augusta, GA. Leadership is dedicated to doing good for our clients, employees and community.
Richard Worrell
CLU®, CFP®
Managing Partner
Richard received a bachelor’s degree in business administration from UNC Chapel Hill. Before joining Northwestern Mutual in 1997, he served in the United States Marine Corps as an Intelligence Analyst. Richard is the youngest recipient in Northwestern Mutual history of the Master Agent Achievement Award, a lifetime MDRT member and qualified for the Northwestern Mutual Forum for 12 consecutive years. He received the 2010 Northwestern Mutual Community Impact Award for his work with Easter Seals/UCP and the 2019 Northwestern Mutual Community Service Award in recognition of his work with the Veterans Bridge Home. Richard is passionate about helping veterans transition to the civilian world, and currently serves on the board of the Veterans Bridge Home, as well as Island Dolphin Care, an organization that provides therapy care for children and veterans. He is a recipient of the Charlotte Business Journal’s 40 Under 40 Award and a member of the Charlotte Estate Planning Council.
Michael Cozier
CFP®, ChFC®, RICP®
Managing Director
Our team specializes in working with driven, successful professionals and families looking for financial guidance, a comprehensive plan and a long-term relationship. My team and I focus on tax efficient strategies and wealth preservation to help people build a strong financial foundation for their lives. We all get better with accountability and a well comprised financial plan.
Chad Dowdy
CFP®
Managing Director
One of the best parts of my job is working closely with individuals, families, and business owners to develop plans that provide structure into their financial lives. As a family man, I understand the importance of planning for both today and tomorrow. Let me and my team help you get on the path to financial success today.
F. Chrys Kanos
CLU®, ChFC®, CASL®, CLTC®
Co-Founder and Private Wealth Advisor
A South Carolina native, I built my financial planning practice in Charlotte, NC for over a decade and relocated to Charleston with my wife McKensie in 2018. My team and I focus on providing financial confidence to the families and businesses we serve by aligning great intention with action. Our goal is to help reduce financial stress so you can focus on what matters most to you.
Jennifer Marlowe
B.S., M.A.
Managing Director
My team and I help clients identify potential blind spots and define their ideal financial picture. We provide strategic guidance for a lifetime of personal financial security; this means something different to every business owner, individual and family we meet. Life never stands still. It evolves, changes direction, and leads to new possibilities.
John Tripoli
MBA, CLU®, CFP®
Managing Director
John Tripoli is the managing director of the Greenville/Spartanburg/Asheville district office group. He currently serves on the Board of Directors for United Way of Greenville County, is the past president of Northwestern Mutual’s Managing Directors Association, the past president of Greenville Estate Planning Council and a former executive member of the American Heart Association’s Heart Ball.