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.

President and CEO Kevin Fisher said, “Nikki has shown a strong propensity for the financial advisory and wealth management business and has dedicated herself to growing her knowledge and capabilities. We are honored to have her on the front lines of our business, directly serving clients with objective financial advice and solutions.”

Young’s extensive financial education and training includes FINRA Series 6, 63 and 7 licensing,2 the highly respected CERTIFIED FINANCIAL PLANNER™ certification and a bachelor’s degree in Financial Services from Penn State University.

Young is currently accepting new clients by virtual or phone appointment. Appointments may be made on NWFA’s website nwfllc.com or she may be directly reached at nyoung@nwfllc.com or (703) 828-0747.


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.
2Licenses held with LPL Financial.
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 Agency  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value

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