News

CPWA^® certification boosts advisor’s qualifications
 

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.

Firm Lands in Top 5 of LPL Financial’s 800 Financial Institution Investment Programs

HERNDON, Va. — Northwest Financial Advisors (NWFA) has been named a 2021 Top Investment Program by LPL Financial, a partner to the program providing comprehensive investment and wealth management services.

HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and insight for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), as the No. 1 director of mid-sized financial advice firms on its inaugural Top Directors Awards list.¹ The list recognizes the most successful investment services directors among the nation’s banks and credit unions.

HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its annual sponsorship of the Metropolitan School of the Arts’ (MSA) programs. NWFA will be featured in its holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” This newly revamped, live dance show comprised of MSA’s talented students will take place twice in the month of December:

We kindly request that visitors wear a face covering

We’re pleased to announce that, as of July 12, our offices have reopened. Our standard office hours of 8:00 a.m. – 4:30 p.m. are in effect. We have continued to monitor the CDC’s COVID-19 transmission and vaccination rates which report a substantial number of cases in our local jurisdictions. Out of an abundance of caution, we are asking all individuals — whether vaccinated or not — to wear a face covering in public areas and when less than 3 feet from others.

Northwest Federal investment program doubles total AUM in six years

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,¹ today announced the promotion of Nikki Young from Client Service Associate to Associate Financial Advisor.

Young embarked on her financial advisory career upon joining NWFA in April 2017. She held both operational and sales support positions with the firm prior to her promotion. Her previous employment includes customer and sales support positions in the bank and credit union industries.

Firm honored for high-quality service delivery and advice

Herndon, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s No. 1 credit union investment program,¹ is pleased to announce the promotion of Jerry Guido from Financial Advisor to Wealth Advisor.

Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its sponsorship of the Metropolitan School of the Arts’ (MSA) “12 Days of Joy” dance celebration featuring “Santa’s Spectacular,” the organization’s newly revamped 30-minute holiday show comprised of talented MSA students of all ages.

Herndon, Va. — Northwest Financial Advisors (NWFA) today announced that the firm recently hit a major milestone in reaching its twenty-fifth anniversary.

Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,¹ today announced the promotion of Kim Heffernan from associate financial advisor to financial advisor.

Herndon, Va. — Northwest Financial Advisors (NWFA) today announced that LPL Financial, a partner in providing comprehensive wealth management services and the nation’s largest broker-dealer,¹ honored the firm as a 2019 Top Investment Program.²

Herndon, Va. — Northwest Financial Advisors (NWFA), the investment program serving members of Northwest Federal Credit Union, today announced that NWFA’s most senior-level wealth advisors, Russ Cesari and Jim Christy, made Bank Investment Consultant’s 2019 Top 100 Bank Advisors list.

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,¹ is pleased to announce the promotion of Greg Grinnell from financial advisor to wealth advisor.

Herndon, Va. — Northwest Financial Advisors is proud to announce that Karen Benedict, senior vice president and investment program manager for Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union, was recently ranked No. 29 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list.¹ This is the third consecutive year that Benedict has made the prestigious list.

Herndon, Va. — We’re excited to announce the renovation of our Herndon office space to accommodate our growing staff and serve our clients with even greater comfort and efficiency!

Credit union investment program awarded at LPL’s annual Program Leadership Conference

Herndon, Va. — Northwest Financial Advisors (NWFA) claimed the #1 spot for financial institution-based investment programs at LPL Financial’s annual Program Leadership Conference for top bank and credit union executives. Karen Benedict, Northwest Financial Advisors’ Sr. VP and program manager, was in attendance and accepted the award.

Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Glen Cesari, CFP^®, from financial advisor to wealth advisor.

Herndon, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the promotion of Jonathan Adams, ChFC^®, RICP^®, from financial advisor to wealth advisor.

Based in NWFA’s Herndon, Virginia office, Adams primarily assists clients currently employed by or retired from the U.S. federal government. Following a wealth management model, he focuses on goal planning and finding holistic financial solutions for his clients, rather than simply selling investment products.

Herndon, Va. — Bank Investment Consultant (BIC) recently named Northwest Financial Advisors (NWFA) wealth advisor, Tom Turner, to its 2018 Top 100 Bank Advisors list.

Herndon, Va. — Five Star Professional selected wealth advisor, James Christy, as a 2018 Five Star Wealth Manager in the Washington, DC region. This is the fourth consecutive year the organization has selected Christy for the recognition.

Herndon, Va. — Karen Benedict, senior vice president and program manager for Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 25 Bank Program Managers list.¹ She is the sole financial institution investment program manager in northern Virginia to make the list.