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Jan 18

Northwest Financial Advisors Announces New Leadership

Nakia Brown hired as AVP of Operations / Neetu Kohli promoted to AVP, Wealth Management

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,1 today announced two important changes to its leadership.

In late November 2022, the firm welcomed Nakia Brown as assistant vice president of operations. Brown is responsible for managing daily back-office operations to ensure accurate and efficient account processes and procedures. She has 20 years of experience in the financial services industry, including four years with LPL, a partner to the firm and the nations’ No. 1 independent broker/dealer.2 

Neetu Kohli was promoted from advisor development manager to assistant vice president of wealth management in December 2022. Kohli has over 25 years of experience in the financial services industry. In addition to facilitating the training and development of the firm’s financial advisors and client service staff, she is now directly responsible for overseeing the firm’s branch-based advisors and intern academy.

Kevin Fisher, president and CEO said, “As we continue to grow our business, it’s critical to employ leaders who will ensure the quality, efficiency and integrity of our service delivery. During these challenging times for the industry, we are pleased these talented professionals stand among our ranks to help fulfill our mission.”

Brown and Kohli are two of four female leaders within the business. To learn more about the team, visit nwfllc.com. 

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, unbiased wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer and NWFA's securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 7 investment program among its bank and credit union programs combined in 2022. Visit nwfllc.com for more information.

 

1Rankings based on total production among all LPL Financial Institution Services (FIS) advisors through September 30, 2022.
2Based on total revenues, as reported by Financial Planning magazine, 1996-2022.

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