Jan 16

Jonathan Adams Promoted 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.

“Since joining the firm five years ago, Jonathan has been a valued member of our wealth management team. As an advisor who worked independently prior to joining NWFA, he immediately embraced our culture of providing objective and personalized advice to clients with whom we establish long-term relationships. We are pleased to offer him this well-deserved promotion,” said Kevin Fisher, president and CEO of Northwest Financial Advisors.

Adams brings 25 years of experience in the financial services industry to NWFA. In addition to his position as a wealth advisor, he is a member of the firm’s Investment Committee, assisting in the selection and analysis of NWFA’s investment model portfolios.

He holds an MBA in finance and investments from The George Washington University School of Business (GWSB) and earned the Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) certifications from the American College of Financial Services. Before embarking on his financial services career, he served as an officer in the U.S. Marine Corps.

 

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,1 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 2018.2 Visit www.nwfllc.com for more information.

 

1As reported by Financial Planning magazine, June 1996-2018, based on total revenue.
2Rankings 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 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.

Mar 12

Northwest Financial Advisors Captures LPL Financial’s Institution Services Investment Program of the Year Award

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.