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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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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.