Thomas Ward, CFP®

Financial Advisor

Thomas is a 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. He was later promoted to a Client Service Associate, and subsequently an Associate Financial Advisor, 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 pursue 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.