HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce the appointment of Neetu Kohli, senior vice president of business development & wealth management, as program manager for the firm’s LPL Financial (LPL) investment services program.
Firm’s advisor team grows to fourteen
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 5 credit union investment services program nationwide,1 today announced the hiring of Denise Proctor as financial advisor.
Proctor is a CERTIFIED FINANCIAL PLANNER® professional with over 21 years of experience in wealth management. She most recently worked as a senior financial advisor for Wilmington Advisors @ M&T.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the promotion of Janna Vloet to financial advisor.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 recently announced the promotion of Nate Levin to financial consultant. He is assigned to the Northwest Direct program, a service model that elevates and expands service to new and existing clients of the firm.
HERNDON, Va. — Northwest Financial Advisors, a subsidiary of Northwest Federal Credit Union (Northwest Federal) and LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Financial Advisor Nikki Young earned the Tax Planning Certified Professional® (TPCP®) Designation.
HERNDON, Va. — Northwest Financial Advisors, a subsidiary of Northwest Federal Credit Union (Northwest Federal) and LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced it hired Steven Bass, Jr., as a financial advisor.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the promotion of Neetu Kohli to Senior Vice President of Business Development and Wealth Management.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the hiring of Dorothy Qin as financial consultant. She is a member of the firm’s Northwest Direct team that serves as a resource for seasoned advisors, expanding client service capabilities and supporting the firm’s growth trajectory.
Qin has more than seven years of experience in the financial services industry and most recently worked for Wells Fargo and Charles Schwab.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Joseph Szadvari III recently joined the firm as a financial advisor.
Szadvari brings 25 years of financial services experience to the firm. Most recently, he served as a financial advisor for PNC. Prior to that, he was an investment advisor with Dominion Financial Consultants and a private banker with PNC.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Janna Vloet joined the firm as a financial consultant. Vloet is assigned to the company’s Northwest Direct program, a service model that elevates and expands service to the firm’s growing clientele. She will work in partnership with the firm’s wealth and branch advisors to serve new and existing clients of the firm.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 today announced the promotion of Nicholas (Nick) Tupaj from client service associate to associate financial advisor. In this role, he joins a team of advisors dedicated to providing comprehensive financial advisory services to individuals and businesses across the nation.
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of Thomas Ward to financial advisor, effective January 1, 2025.
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of R. Todd Holden to wealth advisor, effective January 1, 2025.
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.
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.
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.
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.
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.
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.
HERNDON, Va. — LPL Financial (LPL) selected Senior Vice President and Program Manager Karen Benedict as a new member of the LPL Ambassador Council. Benedict is one of 60 members selected from more than 21,000 LPL advisors and institution leaders nationwide into one of three councils designated according to the members’ affiliation with LPL.
Firm recognized a top program for fourth consecutive year
HERNDON, Va. — LPL Financial (LPL), the nation’s leading broker/dealer,1 has selected Northwest Financial Advisors (NWFA) a 2022 Top Producing Investment Program for medium-sized financial institution-based firms (11-20 advisors) for the fourth consecutive year.
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,1 today announced its Platinum Plus Title Sponsorship for the Association of Former Intelligence Officers’ (AFIO) popular AFIO Now interview and podcast series.
Nakia Brown hired as AVP of Operations / Neetu Kohli promoted to AVP, Wealth Management
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s (LPL) No. 1 credit union-based investment services firm,1 today announced two important changes to its leadership.
HERNDON, Va. — Kehrer Bielan Research & Consulting (Kehrer Bielan), an award-winning provider of research and consulting for the financial advice industry, selected Karen Benedict, senior vice president of Northwest Financial Advisors (NWFA), No. 1 on its 2022 Top Directors Awards list for mid-size financial institutions.1 The annual list recognizes the five most successful investment services directors among the nation's mid-sized bank and credit union investment programs, defined as programs employing between 7 and 24 advisors.
HERNDON, Va. — Northwest Financial Advisors (NWFA) is pleased to announce its financial support of the Metropolitan School of the Arts’ (MSA) programs. NWFA is a proud sponsor of the school’s holiday performance showcase, “The Metropolitan Follies: A Holiday Revue!” MSA’s talented students of all ages will perform the live, upbeat dance show multiple times in the Washington, DC metro area throughout December.
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