Jonathan Ramsey, CLU^®

Office: 704-365-2014

6235 Morrison Blvd
Charlotte, NC 28211-3508

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Get Involved in Our Volunteer Initiative Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations. Enroll Now

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

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

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

Lessons from the U.S. Open It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board. View Scorecard

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).

Over a lifetime, most people will experience many different financial needs and circumstances. With the wide array of insurance and investment services available today, it can be very confusing even to the most sophisticated of financial professionals.

I utilize a simple, conceptual needs-analysis process to help my clients understand the various insurance options available and help them build a personalized solution to fit their individual needs to help minimize the financial impact of life's unexpected tragedies.

With a strong financial foundation in place, our relationship will progress into exploring investment and retirement opportunities as well as establishing funding solutions for your children's education.

I specialize in helping busy professionals in the Charlotte banking industry structure their personal financial solutions in the most efficient manner. Please feel free to call or email me for assistance with your insurance and personal needs.

Spotlight on Community ServiceSamaritan's Feet
I believe that we have a responsibility to the community in which we live and work, to make it a better place, to make a difference. I have always tried to give back to the Charlotte community as many of my clients do as well.

As a board member for Samaritan's Feet, I am proud to help provide relief to hurting people displaced due to poverty, ravaged wars, and religious persecution. Learn more about this worthwhile organization.

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Northwestern Mutual Financial Network

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.