Oct 31

Greg Grinnell Promoted to Wealth Advisor

Herndon, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 is pleased to announce the promotion of Greg Grinnell from financial advisor to wealth advisor.

Grinnell has been with the firm for over 12 years and has recently relocated to the firm’s Herndon, Virginia office after serving as a branch-based advisor. He has been successfully assisting a range of clients — many of whom are employed by or retired from the federal government — with their financial planning, financial risk mitigation/insurance, tax-efficiency strategies and wealth management needs. Over his tenure with the firm, he has grown his book of business to nearly 600 clients. He currently manages approximately $56 million in advisory assets through Northwest Financial Advisors LLC and $49 million in brokerage assets through LPL Financial.

“Greg has been a committed member of our financial advisory team for many years. His approachable, good-natured yet sincere disposition instills a sense of confidence and loyalty in his clients. I congratulate him on this well-deserved promotion,” said Kevin Fisher, president and CEO of Northwest Financial Advisors.

Grinnell holds a bachelor’s degree in business administration/computer information systems from James Madison University and Financial Industry Regulatory Authority (FINRA) Series 7 and 76 licenses. He is accepting new clients by appointment. Appointments may be made on NWFA’s website nwfllc.com or he can be reached at ggrinnell@nwfllc.com or 703-828-0742.

 

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, ranked NWFA the No. 1 investment program among its credit union programs and the No. 7 investment program among its bank and credit union programs combined in 2019.Visit www.nwfllc.com for more information. 

 

1LPL Financial ranked Northwest Financial Advisors the # 1 investment program among credit unions and the #7 among banks and credit unions combined nationwide, based on total production through June 30, 2019.
2Series 7 license held through LPL Financial and Series 66 license held through Northwest Financial Advisors LLC.
Securities offered through LPL Financial (LPL), a registered broker/dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors. These products and services are offered through LPL or its licensed affiliates, which are separate entities from, and not affiliates of, Northwest Federal Credit Union or Northwest Financial Advisors. Securities and insurance offered through LPL or its licensed affiliates are:
Not Insured by NCUA or Any Other Government Agency  /  Not Credit Union Guaranteed  /  Not Credit Union Deposits
or Obligations  /  
May Lose Value

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Bank Investment Consultant Names Senior VP Karen Benedict a 2019 Top 30 Program Manager

Herndon, Va. — Northwest Financial Advisors (NWFA), a subsidiary of Northwest Federal Credit Union (Northwest Federal), today announced that Karen Benedict, NWFA senior vice president and investment program manager, was recently ranked No. 12 on Bank Investment Consultant’s (BIC) Top 30 Bank Program Managers list. Benedict has appeared on the prestigious investment industry list for four consecutive years. She is also the only institution-based investment program manager in Northern Virginia to make this year’s list.

Mar 18

In response to COVID-19, our team is working remotely to provide you with continued and uninterrupted service <MORE>

 

To our valued clients and others who may be concerned:

In light of the coronavirus (COVID-19) situation, we would like to assure you that we are taking steps to minimize any potential impact to our clients, employees and others in the interest of everyone’s safety and wellness. 

This event, first and foremost, has all of us focused on the protection and health of our families, friends and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.