Greg Grinnell Promoted to Wealth Advisor
Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 is pleased to announce the promotion of Greg Grinnell from financial advisor to wealth advisor.
Grinnell has been with the firm for over 12 years and has recently relocated to the firm’s Herndon, Virginia office after serving as a branch-based advisor. He has been successfully assisting a range of clients — many of whom are employed by or retired from the federal government — with their financial planning, financial risk mitigation/insurance, tax-efficiency strategies and wealth management needs. Over his tenure with the firm, he has grown his book of business to nearly 600 clients. He currently manages approximately $56 million in advisory assets through Northwest Financial Advisors LLC and $49 million in brokerage assets through LPL Financial.
“Greg has been a committed member of our financial advisory team for many years. His approachable, good-natured yet sincere disposition instills a sense of confidence and loyalty in his clients. I congratulate him on this well-deserved promotion,” said Kevin Fisher, president and CEO of Northwest Financial Advisors.
Grinnell holds a bachelor’s degree in business administration/computer information systems from James Madison University and Financial Industry Regulatory Authority (FINRA) Series 7 and 76 licenses. He is accepting new clients by appointment. Appointments may be made on NWFA’s website nwfllc.com or he can be reached at firstname.lastname@example.org or 703-828-0742.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for more than two decades, 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, objective wealth management advice and solutions to help individuals and families 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 2019.1 Visit www.nwfllc.com for more information.