Mar 09

Northwest Financial Advisors Promotes Kim Heffernan to Financial Advisor

Herndon, Va. Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Kim Heffernan from associate financial advisor to financial advisor.

Heffernan has been with the firm for approximately three and a half years, assisting the Cesari wealth management team and directly serving clients in the firm’s Herndon, Virginia headquarters. She currently manages a book of nearly 300 clients, many of whom are employees or retirees of the federal government.

“Kim has acquired an impressive amount of financial education and licensing in her early career,” said Kevin Fisher, president and CEO of Northwest Financial Advisors. “This, combined with her proclivity to do what it takes to provide a high level of service to clients, is what earned her this promotion. I expect her to perform very well throughout her career, and we are lucky to have her on board.”

Kim earned a bachelor’s degree in Finance/Financial Planning from Virginia Polytechnic Institute and State University (Virginia Tech). Shortly after joining NWFA, she obtained her FINRA Series 7 and Series 63 licensing,2 as well as the respected CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.

Kim is accepting new clients by appointment in the firm’s Herndon office and Rockville, Maryland location. Appointments may be made on NWFA’s website nwfllc.com or she can be directly reached at kheffernan@nwfllc.com or 703-828-0750.

 

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, and offers a comprehensive range of personalized, objective wealth management advice and solutions to help individuals, families and business owners create, grow, protect and preserve 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 (based on total investment revenue). For more information, visit nwfllc.com

 

1Rankings based on overall production among all LPL Financial FIS advisors, 2007 through September 30, 2019.
2Licenses held with LPL Financial.
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 (NWFCU) 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, NWFCU 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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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.  

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Russ Cesari and Jim Christy Land on Bank Investment Consultant’s Top 100 Bank Advisors List

Herndon, Va. — Northwest Financial Advisors (NWFA), the investment program serving members of Northwest Federal Credit Union, today announced that NWFA’s most senior-level wealth advisors, Russ Cesari and Jim Christy, made Bank Investment Consultant’s 2019 Top 100 Bank Advisors list.