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May 16

Karen Benedict Named to Bank Investment Consultant’s (BIC) Top 25 Bank Program Managers List

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.

Nov 21

Northwest Financial Advisors Reaches $1 Billion in Advisory AUM

Credit union investment program doubles advisory AUM in 5 years.

Herndon, VA — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union, today announced that the firm reached $1 billion in advisory Assets Under Management (AUM), a major financial milestone for the northern Virginia company.

Nov 07

Northwest Financial Advisors Partners with Members Trust Company - Strategic Partnership Expands Member Reach through Access to Trust Services

Herndon, VA — Northwest Financial Advisors (NWFA) today announced its strategic partnership with Members Trust Company, FSB, the nation’s first nationally chartered trust company for the credit union industry. Members Trust Company will be available to serve as a corporate trustee and trust fiduciary for NWFA’s clients in need of trust services.

May 12

Northwest Financial Advisors’ Karen Benedict Named to Bank Investment Consultant’s Top 25 Bank Program Managers List

Herndon, VA — Karen Benedict, Sr. Vice President and Investment Program Manager for Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union, was recently ranked No. 9 on Bank Investment Consultant’s (BIC) Top 25 Bank Program Managers list. She is the sole northern Virginia financial institution investment program manager and female to make the list.

 

Feb 15

Northwest Financial Advisors honored with #7 and #15 rankings in Bank Investment Consultant Top 100 Bank Advisors for 2016

Top 100 bank advisers: Which factors mattered most?
 

By Lee Conrad, Bank Investment Consultant Magazine
DEC 7, 2016

The signature ranking here at Bank Investment Consultant has been expanded from the former Top 50 to the Top 100. We used to run a secondary list called the Next 50, but in our new all-digital format, it felt outdated. So welcome to the Top 100 bank advisers.