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Oct 15

Northwest Financial Advisors Promotes Neetu Kohli to VP of Wealth Management

HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 3 credit union-based investment services firm,1 today announced its promotion of Neetu Kohli to VP of Wealth Management.

Kohli, a seasoned financial services professional with over 25 years of experience, has been instrumental in the firm's growth. She joined Northwest Financial Advisors in 2021 as Advisor Development Manager and was promoted to AVP of Wealth Management in 2022. She helps develop and manage major projects and procedures, including modernizing the firm’s technology, managing its branch-based financial advisors and mentoring future financial advisors through its premiere intern academy.

Karen Benedict, senior vice president of Northwest Financial Advisors said, “Neetu has played a key role in numerous initiatives across the company since she joined the firm only three years ago. She has consistently demonstrated her leadership, coaching and innovative capabilities. I look forward to her future efforts to help drive the growth and success of our organization.”

“I'm excited to be part of our growing organization. It's a privilege to work for a company that values community involvement and client and employee well-being. I look forward to continuing to collaborate with Karen Benedict and contributing to our company's goals and vision.”

Kohli is one of five female executive-level leaders in the firm. To learn more about her, see her bio at nwfllc.com or visit her LinkedIn page at LinkedIn.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. The firm offers a comprehensive range of personalized, prudent wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer and NWFA's securities custodian, ranked NWFA the No. 3 investment program among its credit union programs and the No. 11 investment program among its bank and credit union programs combined in 2024. Visit nwfllc.com for more information.

 

1Rankings based on total production among all LPL Financial Institution Services (FIS) advisors through June 30, 2024.

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Nov 29

Karen Benedict Wins Kehrer Group’s 2024 No. 1 Top Director in Three Categories

HERNDON, Va.  — Kehrer Group, an independent, third-party research and consulting firm for the financial institution insurance and securities community, recently named Northwest Financial Advisors’ Senior Vice President Karen Benedict the 2024 No. 1 Top Director among credit union-based investment services firms, mid-size firms and women-led firms.

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.