Neetu Kohli Promoted to Senior Vice President of Business Development & Wealth Management
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced the promotion of Neetu Kohli to Senior Vice President of Business Development and Wealth Management.
Kohli joined the firm as Advisor Development Manager in 2021. She was promoted to Assistant Vice President of Wealth Management, and subsequently, Vice President of Wealth Management prior to her newest role with the firm. As SVP of Business Development and Wealth Management, she will lead the firm’s financial advisors and Northwest Direct division, drive go-to-market strategy and manage key partnerships to deliver exceptional client value. In addition, she will oversee advisor recruitment, working to attract top advisor talent and successfully onboard them to the firm.
“I’m truly excited for the opportunity to continue delivering value to our organization. I deeply appreciate the support and encouragement I’ve received from everyone over the years, and I thank all for being part of my journey,” said Kohli.
President/CEO Kevin Fisher said, “Neetu brings over 15 years of experience in investment and insurance sales, complemented by a strong knowledge of market trends and client-focused solutions. She is well versed in portfolio management, strategic leadership and team development. We are grateful for Neetu’s breadth of knowledge and steadfast dedication to meeting our firm’s objectives.”
More information about Kohli can be found in her corporate biography or by visiting her LinkedIn page.
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 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,2 ranked NWFA the No. 3 investment program among its credit union programs and the No. 13 investment program among its bank and credit union programs combined in 2025. Visit www.nwfllc.com for more information.
