Thomas Ward, CFP®

Associate Financial Advisor

Thomas is an Associate Financial Advisor with Northwest Financial Advisors, offering individuals and families holistic wealth management and financial planning advice and support. He joined the firm in April of 2019 as a Client Service Assistant and was promoted to a Client Service Associate prior to embarking on his current role.

During his tenure with the firm, Thomas earned the CERTIFIED FINANCIAL PLANNER™ certification, a highly respected financial planning certification requiring extensive education and successful completion of a comprehensive exam. He also earned Financial Institution Regulatory Authority (FINRA®) Series 7 and 63 licenses,* as well as life, annuities and health insurance licensing from the state of Virginia.

Thomas obtained a Bachelor of Science degree in Applied Economic Management with a concentration in Financial Planning from Virginia Tech. He has always had an interest in finances and investing, realizing at a young age how important saving, investing and financial planning are throughout one’s lifetime. He enjoys helping people and making a difference in their lives and believes providing personalized, sound financial advice can help them accomplish their goals.

A native of Pittsburgh, Pennsylvania, Thomas now lives in Herndon, Virginia, with Rooney, his black rescue lab. He enjoys woodworking and doing home projects in his spare time.

 

* FINRA licensing held through LPL Financial.