Dec 21

Northwest Financial Advisors Hires Northwest Direct Team to Elevate Service to Growing Clientele

Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the firm hired Anthony Reese and Pristine Aylor as financial consultants assigned to Northwest Direct, a newly established service model that elevates and expands service to the firm’s growing clientele. Reese and Aylor will work in partnership with the firm’s wealth and branch advisors.

Reese has more than 25 years of experience in the financial services business. Most recently, he was employed as a partner and registered representative with New York Life. Prior to that role, he worked as a financial advisor and wealth manager for Ameriprise Financial. Aylor previously worked as a financial services representative for Fidelity Investments. Prior to that role, she was a financial sales consultant for PNC Bank.

“We’re excited to have Anthony and Pristine join our new Northwest Direct team,” said Karen Benedict, senior vice president of Northwest Financial Advisors. “We are delighted with our firm’s rapid growth over the last several years, and our goal is to maintain a high level of service to all of our clients as we grow. In supporting our advisors, the financial consultants will ensure that we are not amiss on this important goal.”

Both financial consultants are serving clients virtually and at the firm’s Herndon, Virginia headquarters. A complimentary, no-obligation consultation with either may be requested at nwdirect@nwfllc.com or 703-810-1077.
 

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. The firm offers a comprehensive range of personalized, unbiased wealth management advice and solutions to help individuals and business owners 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. 3 investment program among its credit union programs and the No. 10 investment program among its bank and credit union programs combined in 2023.2 Visit www.nwfllc.com for more information.
 

1,2 Rankings based on overall production among all LPL Financial FIS advisors as of September 30, 2023.

Recent Articles

Mar 26

AVP of Marketing Mike Mertz Hits a Home Run with Virginia USSSA Hall of Fame Induction

HERNDON, Va. — AVP of Marketing Mike Mertz was recently recognized for his girls fastpitch softball coaching success with an induction into the Virginia USSSA Hall of Fame. The ceremony was held at the Gregg-Adams Club in Fort Gregg-Adams, Virginia on March 2, 2024.

Mertz, aka Coach Mertz, entered into the 2024 class of the VA Hall of Fame for his exceptional role as head coach/manager in the Virginia Glory fastpitch organization for the past 13 years.

Aug 11

LPL Financial Awards Nikki Young Achieve Rising Star Scholarship

LPL recognizes next generation of top women advisors

HERNDON, Va. — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Nikki Young has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Young is among only 7 scholarship winners selected out of 79 nominated candidates nationwide.

Jul 05

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.