Apr 08

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.

Young embarked on her financial advisory career upon joining the firm in April 2017. Prior to her advisor roles, she held both operational and sales support positions with the firm. Her previous employment includes customer and sales support positions in the bank and credit union industries.

President and CEO Kevin Fisher said, “Nikki brought with her a solid foundation in financial services when she joined us five years ago, and she has grown by leaps and bounds since. She has proven herself highly capable of providing our clients with sound and meaningful financial advice. We are delighted to elevate her role through this promotion and trust that our clients will continue to benefit from her service.”

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.

“Since joining the firm, I’ve had the pleasure of servicing the financial needs of both public and private sector employees, retirees and young professionals. My goal is to always provide professional, impartial advice that assists people in navigating their financial lives and building the financial foundation that supports their dreams and aspirations,” said Young.

Young is currently accepting clients in the firm’s One Loudoun, Leesburg and Middleburg offices and by virtual or phone appointment. Complimentary, no-obligation consultations may be requested online at nyoung.nwfllc.com or she may be reached at nyoung@nwfllc.com or (703) 828-0747.

About Northwest Financial Advisors

Serving individuals and businesses across the nation for more than a quarter century, 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, trusted 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 the firm’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 2021.1 For more information, visit nwfllc.com, Facebook, LinkedIn, YouTube or Twitter.

1Rankings based on overall production among all LPL Financial FIS advisors, 2007 through December 31, 2021.
2Licenses held with LPL Financial.

Recent Articles

Nov 25

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. 

Oct 20

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.

Sep 27

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.