Jan 26

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.

Guido has over a decade of experience in the financial advisory business, in addition to more than three decades of experience assisting both individual and business clients with financial, accounting, business operations and taxation issues. He has been with the firm for over five years successfully assisting clients — many of whom are federal government employees and retirees — with financial planning, retirement, tax-efficient investing and estate planning needs. He is privileged to manage approximately $72.5 million in advisory assets through Northwest Financial Advisors LLC and $53 million in brokerage assets through LPL Financial.2

President and CEO Kevin Fisher said, “Jerry is steadfast in his commitment to serving our clients with professionalism, deep insight and careful attention to their very personal and unique financial needs. His extensive financial education and long career providing high-quality financial services easily translates to this well-deserved promotion.”

Guido earned the esteemed CERTIFIED FINANCIAL PLANNER™ designation from the CFP Board. He also holds an executive certificate in financial planning from Georgetown University, a master’s degree in taxation from American University and an undergraduate accounting degree from the University of Maryland.

Guido is based in NWFA’s Herndon, Virginia headquarters. He also serves residents onsite at Falcon’s Landing military retirement community in Herndon.

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, and offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals, families and business owners create, grow, protect and preserve 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. 5 investment program among its bank and credit union programs combined in 2020 (based on total investment revenue).1 For more information, visit nwfllc.com.

 

1Rankings based on overall production among all LPL Financial FIS advisors, 2007 through September 30, 2020.
2As of January 22, 2021.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors, and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured By NCUA or Any Other Government Entity.  |  Not Credit Union Guaranteed.  |  Not Credit Union Deposits or Obligations.  |  May Lose Value.

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Jul 07

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.

Feb 04

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.