Jul 05

Thomas Ward Promoted to Associate 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 Thomas Ward to associate financial advisor. As an associate financial advisor, Ward will be responsible for providing the firm’s clients with financial advice and planning solutions that address their long-term financial needs.

Ward joined the firm in 2019 as a client service assistant and was promoted to a client service associate before moving to his current role. In his previous positions, he directly supported clients on behalf of the firm’s wealth advisors. During his tenure with the firm, he earned the respected CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and 63 licenses2 and Virginia life, annuities and health insurance licensing.

President and CEO Kevin Fisher said, “We congratulate Thomas on his hard work and growth with the firm and look forward to his contributions on the advice side of our business. I fully expect that our clients will benefit from his considerable knowledge and personable approach to providing the guidance they seek.”

Ward earned a bachelor’s degree in applied economics with a concentration in financial planning and has always been enthusiastic about the importance of financial services. “I realized from my own personal experience growing up how important saving, investing and financial planning are throughout your lifetime. I love being able to help people and make a difference in their lives, and providing personalized, sound financial advice is a great way to help people work toward their goals,” said Ward.

Ward is currently accepting clients in the firm’s Herndon, Virginia office and by virtual or phone appointment. He may be reached at tward@nwfllc.com or 703-828-0744.


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 2023.1 For more information, visit nwfllc.comFacebookLinkedInYouTube or Twitter.


1Rankings based on overall production among all LPL Financial FIS advisors nationwide, 2007 through March 31, 2023.
2Licenses held with LPL Financial.

Recent Articles

Mar 26

AVP of Marketing Mike Mertz Hits a Home Run with Virginia USSSA Hall of Fame Induction

HERNDON, Va. — AVP of Marketing Mike Mertz was recently recognized for his girls fastpitch softball coaching success with an induction into the Virginia USSSA Hall of Fame. The ceremony was held at the Gregg-Adams Club in Fort Gregg-Adams, Virginia on March 2, 2024.

Mertz, aka Coach Mertz, entered into the 2024 class of the VA Hall of Fame for his exceptional role as head coach/manager in the Virginia Glory fastpitch organization for the past 13 years.

Dec 21

Northwest Financial Advisors Hires Northwest Direct Team to Elevate Service to Growing Clientele

Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the firm hired Anthony Reese and Pristine Aylor as financial consultants assigned to Northwest Direct, a newly established service model that elevates and expands service to the firm’s growing clientele. Reese and Aylor will work in partnership with the firm’s wealth and branch advisors.

Aug 11

LPL Financial Awards Nikki Young 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 Nikki Young has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Young is among only 7 scholarship winners selected out of 79 nominated candidates nationwide.