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.
The scholarship recognizes the next generation of top-producing female advisors with an invitation to the firm’s annual Achieve women’s conference to be held in San Antonio, Texas in November 2022. The invitation-only event celebrates the achievements of an elite group of talented female advisors and features a preprogram workshop designed exclusively for scholarship winners.
Heffernan, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, joined Northwest Financial Advisors in 2016. She offers the full scope of wealth management services to assist clients in tax-efficiently growing, protecting and transferring their assets.
“Kim has a true penchant for the financial advisory business and works diligently to satisfy the needs of our clients,” said Kevin Fisher, president & CEO of NWFA. “Based on her admirable record and growth with the firm, I can say with certainty that Kim is deserving of this scholarship.”
Heffernan said, “I am honored to be selected for this distinct scholarship and to have the opportunity to attend the Achieve conference. I look forward to cultivating relationships with other female advisors and using the knowledge I gain to continue serving and supporting my clients.”
Heffernan offers business owners, individuals and families complimentary, no-obligation consultations. She is available for virtual appointments or in person at the firm’s Herndon main office; Chantilly, Virginia; and Rockville, Maryland branch offices. She can be reached at kheffernan@nwfllc.com or through her website kheffernan.nwfllc.com.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union (NWFCU). The firm offers a comprehensive range of personalized, unbiased 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 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 2022. Visit www.nwfllc.com for more information.
