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LPL Financial Awards Nikki Young Achieve Rising Star Scholarship
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.
Thomas Ward Promoted to Associate Financial Advisor
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.
Karen Benedict Named to the LPL Financial Ambassador Council
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.
LPL FINANCIAL SELECTS NORTHWEST FINANCIAL ADVISORS AS A 2022 TOP INVESTMENT PROGRAM
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.
Northwest Financial Advisors Supports Intelligence Community through AFIO Platinum Plus Title Sponsorship
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.
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.
Karen Benedict Named No. 1 Top Director of Mid-Size Financial Institution Investment Services Firms
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.
Northwest Financial Advisors Sponsors the Metropolitan School of the Arts
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.
Northwest Financial Advisors Hires Garrett Boyd as Financial Advisor
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.
Karen Benedict Named a Top Director of Credit Union Investment Services Firms
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.
Kim Heffernan Selected for LPL’s Achieve Rising Star Scholarship
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.
Northwest Financial Advisors Promotes Justin Valadez to Wealth Advisor
CPWA® certification boosts advisor’s qualifications
Northwest Financial Advisors Promotes Nikki Young to Financial Advisor
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.
Northwest Financial Advisors Honored For Service And Delivery Of Advice To Clients
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.
Karen Benedict Ranked No. 1 on Kehrer Bielan’s Top Directors List
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.
Northwest Financial Advisors Announces Metropolitan School of the Arts Sponsorship
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:
Our Offices Have Reopened
We kindly request that visitors wear a face covering
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.
NW Capital Management Subsidiaries Reach $2 Billion in Assets Under Management (AUM)
Northwest Federal investment program doubles total AUM in six years
Nikki Young Promoted to Associate Financial Advisor
Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Nikki Young from Client Service Associate to Associate Financial Advisor.
Young embarked on her financial advisory career upon joining NWFA in April 2017. She held both operational and sales support positions with the firm prior to her promotion. Her previous employment includes customer and sales support positions in the bank and credit union industries.
LPL Financial Selects Northwest Financial Advisors as a 2020 LPL Top Investment Program
Firm honored for high-quality service delivery and advice
Jerry Guido Promoted to Wealth Advisor
Herndon, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s No. 1 credit union investment program,1 is pleased to announce the promotion of Jerry Guido from Financial Advisor to Wealth Advisor.
Northwest Financial Advisors Announces Metropolitan School of the Arts “12 Days of Joy” Sponsorship
Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its sponsorship of the Metropolitan School of the Arts’ (MSA) “12 Days of Joy” dance celebration featuring “Santa’s Spectacular,” the organization’s newly revamped 30-minute holiday show comprised of talented MSA students of all ages.
Northwest Financial Advisors Celebrates Twenty-Five Years of Partnering and Planning with Purpose
Herndon, Va. — Northwest Financial Advisors (NWFA) today announced that the firm recently hit a major milestone in reaching its twenty-fifth anniversary.
Bank Investment Consultant Names Senior VP Karen Benedict a 2019 Top 30 Program Manager
Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.
Northwest Financial Advisors Promotes Kim Heffernan to Financial Advisor
Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Kim Heffernan from associate financial advisor to financial advisor.