Thomas Ward Promoted to Associate Financial Advisor
HERNDON, Va. — Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm in the credit union industry,1 today announced the promotion of Thomas Ward to associate financial advisor. As an associate financial advisor, Ward will be responsible for providing the firm’s clients with financial advice and planning solutions that address their long-term financial needs.
Ward joined the firm in 2019 as a client service assistant and was promoted to a client service associate before moving to his current role. In his previous positions, he directly supported clients on behalf of the firm’s wealth advisors. During his tenure with the firm, he earned the respected CERTIFIED FINANCIAL PLANNER™ certification, FINRA Series 7 and 63 licenses2 and Virginia life, annuities and health insurance licensing.
President and CEO Kevin Fisher said, “We congratulate Thomas on his hard work and growth with the firm and look forward to his contributions on the advice side of our business. I fully expect that our clients will benefit from his considerable knowledge and personable approach to providing the guidance they seek.”
Ward earned a bachelor’s degree in applied economics with a concentration in financial planning and has always been enthusiastic about the importance of financial services. “I realized from my own personal experience growing up how important saving, investing and financial planning are throughout your lifetime. I love being able to help people and make a difference in their lives, and providing personalized, sound financial advice is a great way to help people work toward their goals,” said Ward.
Ward is currently accepting clients in the firm’s Herndon, Virginia office and by virtual or phone appointment. He may be reached at firstname.lastname@example.org or 703-828-0744.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for more than a quarter century, 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, trusted 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 the firm’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 2023.1 For more information, visit nwfllc.com, Facebook, LinkedIn, YouTube or Twitter.