Dec 19

Wealth Advisor Tom Turner Named to Bank Investment Consultant’s Top 100 Bank Advisors List

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

Bank Investment Consultant (BIC), an online dedicated resource for bank-based financial advisors and managers, included Turner on its annual list which recognizes an elite group of top-performing financial advisors within the nation’s banks and credit unions. Ranked at No. 97, this is the first time Turner has made the prestigious list. The list rankings are based on six quantitative factors of individual performance, including but not limited to assets under management (AUM), production and amount of fee-based business, to produce one composite score and reveal advisors who perform highly across the board.1

Kevin Fisher, president & CEO of NWFA said, “Tom has worked diligently and proactively to grow his practice over his 10 years of superb service to our clients. I congratulate him on his success as an advisor and for receiving this distinct industry honor.”

Karen Benedict, NWFA’s Sr. VP and program manager said, “I am pleased that BIC has included Tom on its top 100 bank advisors list this year. In addition to offering strategic and practical advice for managing their assets, Tom instills a sense of trust in his clients with his calm and patient approach. These qualities are the basis of his success and inclusion on this respected list.”

Turner joins his colleagues, Russ Cesari and James Christy, who have been named on the list for the last several years. The complete list of BIC’s 2018 top bank advisors can be viewed at bankinvestmentconsultant.com.

 

About Northwest Financial Advisors       

Serving individuals and businesses across the nation for more than two decades, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’s securities custodian,2  ranked NWFA the No. 1 investment program among its credit union programs and the No. 6 investment program among its bank and credit union programs combined in 2018.3  Visit www.nwfllc.com for more information.

 

About Bank Investment Consultant

Bank Investment Consultant is the dedicated resource for bank-based financial advisors and wealth managers. As advisors in the bank channel contend with changing fee models, competition from independent and wirehouse firms, and increased compliance guidelines, only Bank Investment Consultant delivers the relevant bank- and investment-related analysis and insights required to make smart investment decisions, better serve retail clients and achieve financial performance goals. As a sibling brand of Financial Planning and American Banker, Bank Investment Consultant is ideally positioned to serve the needs of these professionals, bringing deep resources and an authoritative perspective.

 

About LPL Financial

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker-dealer. The firm serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables advisors to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com

 

1As reported on BankInvestmentConsultant.com, December 5, 2018, based on assets under management (AUM), production, percentage growth in both AUM and production, fee business and the ratio of production- to-AUM.
2As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
3Rankings based on total advisory production among all LPL Financial FIS advisors through September 30, 2018.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor (RIA). Northwest Financial Advisors, NW Capital Management, Northwest Federal Credit Union and Bank Investment Consultant and LPL Financial are nonaffiliated entities.
Not NCUA Insured.  |  Not Credit Union Guaranteed.   |  May Lose Value.

Recent Articles

Jun 10

Karen Benedict Named to Bank Investment Consultant’s Top 30 Program Managers

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.