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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.
LPL Financial Awards Six NWFA Advisors 2018 Club Membership
Herndon, VA — Northwest Financial Advisors (NWFA) today announced that LPL Financial, the nation’s largest independent broker-dealer,1 has awarded six of its financial advisors 2018 club membership.2 The awards are based on annual production of all registered LPL advisors as of year-end 2017.
Russ Cesari and Jim Christy Rank in Top 25 of Bank Investment Consultant’s Top 100 Bank Advisors List
Herndon, VA — Two of Northwest Financial Advisors’ (NWFA) most seasoned wealth advisors — Russ Cesari and Jim Christy — recently ranked in the top 25 of Bank Investment Consultant’s 2017 Top 100 Bank Advisors list.
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.
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.
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.
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.
