HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the promotion of Nicholas (Nick) Tupaj from client service associate to associate financial advisor. In this role, he joins a team of advisors dedicated to providing comprehensive financial advisory services to individuals and businesses across the nation.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of Thomas Ward to financial advisor, effective January 1, 2025.
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of R. Todd Holden to wealth advisor, effective January 1, 2025.
HERNDON, Va. — Kehrer Group, an independent, third-party research and consulting firm for the financial institution insurance and securities community, recently named Northwest Financial Advisors’ Senior Vice President Karen Benedict the 2024 No. 1 Top Director among credit union-based investment services firms, mid-size firms and women-led firms.
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 3 credit union-based investment services firm,1 today announced its promotion of Neetu Kohli to VP of Wealth Management.
HERNDON, Va. — AVP of Marketing Mike Mertz was recently recognized for his girls fastpitch softball coaching success with an induction into the Virginia USSSA Hall of Fame. The ceremony was held at the Gregg-Adams Club in Fort Gregg-Adams, Virginia on March 2, 2024.
Mertz, aka Coach Mertz, entered into the 2024 class of the VA Hall of Fame for his exceptional role as head coach/manager in the Virginia Glory fastpitch organization for the past 13 years.
Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the firm hired Anthony Reese and Pristine Aylor as financial consultants assigned to Northwest Direct, a newly established service model that elevates and expands service to the firm’s growing clientele. Reese and Aylor will work in partnership with the firm’s wealth and branch advisors.
LPL recognizes next generation of top women advisors
HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Nikki Young has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Young is among only 7 scholarship winners selected out of 79 nominated candidates nationwide.
HERNDON, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm in the credit union industry,1 today announced the promotion of Thomas Ward to associate financial advisor. As an associate financial advisor, Ward will be responsible for providing the firm’s clients with financial advice and planning solutions that address their long-term financial needs.
HERNDON, Va. — LPL Financial (LPL) selected Senior Vice President and Program Manager Karen Benedict as a new member of the LPL Ambassador Council. Benedict is one of 60 members selected from more than 21,000 LPL advisors and institution leaders nationwide into one of three councils designated according to the members’ affiliation with LPL.
Firm recognized a top program for fourth consecutive year
HERNDON, Va. — LPL Financial (LPL), the nation’s leading broker/dealer,1 has selected Northwest Financial Advisors (NWFA) a 2022 Top Producing Investment Program for medium-sized financial institution-based firms (11-20 advisors) for the fourth consecutive year.
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,1 today announced its Platinum Plus Title Sponsorship for the Association of Former Intelligence Officers’ (AFIO) popular AFIO Now interview and podcast series.
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.
HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), No. 1 on its 2022 Top Directors Awards list for mid-size financial institutions.1 The annual list recognizes the five most successful investment services directors among the nation's mid-sized bank and credit union investment programs, defined as programs employing between 7 and 24 advisors.
HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its financial support of the Metropolitan School of the Arts’ (MSA) programs. NWFA is a proud sponsor of the school’s holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” MSA’s talented students of all ages will perform the live, upbeat dance show multiple times in the Washington, DC metro area throughout December.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 1 credit union investment services program,1 today announced it has added Garrett Boyd to its growing team of advisors. He officially joined the team in September of this year and recently completed the firm’s extensive, multi-faceted advisor orientation and training program.
HERNDON, Va. — Kehrer Bielan Research & Consulting (KBR&C), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), for its annual Top Directors Awards list.1 Benedict ranked fourth on the list that recognizes the five most successful investment services directors among the nation's credit unions.
LPL recognizes next generation of top women advisors
HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Kim Heffernan has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Heffernan is among only 21 scholarship winners selected out of approximately 2,000 eligible candidates nationwide.
CPWA® certification boosts advisor’s qualifications
HERNDON, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm in the credit union industry,1 today announced the promotion of Nikki Young from Associate Financial Advisor to Financial Advisor.
Firm Lands in Top 5 of LPL Financial’s 800 Financial Institution Investment Programs
HERNDON, Va. — Northwest Financial Advisors (NWFA) has been named a 2021 Top Investment Program by LPL Financial, a partner to the program providing comprehensive investment and wealth management services.
HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and insight for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), as the No. 1 director of mid-sized financial advice firms on its inaugural Top Directors Awards list.1 The list recognizes the most successful investment services directors among the nation’s banks and credit unions.
HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its annual sponsorship of the Metropolitan School of the Arts’ (MSA) programs. NWFA will be featured in its holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” This newly revamped, live dance show comprised of MSA’s talented students will take place twice in the month of December:
We’re pleased to announce that, as of July 12, our offices have reopened. Our standard office hours of 8:00 a.m. – 4:30 p.m. are in effect. We have continued to monitor the CDC’s COVID-19 transmission and vaccination rates which report a substantial number of cases in our local jurisdictions. Out of an abundance of caution, we are asking all individuals — whether vaccinated or not — to wear a face covering in public areas and when less than 3 feet from others.
Northwest Federal investment program doubles total AUM in six years
Our approach is one of real partnership. We serve and help you identify specific needs and challenges over time. We forge a close relationship, set personal goals, then apply the focus and discipline required to pursue the things that are most important in your life.
