News

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.

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

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.

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.

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.

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.

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.

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.

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.