Northwest Financial Advisors Promotes Nate Levin to Financial Consultant
HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 3 credit union investment services program nationwide,1 recently announced the promotion of Nate Levin to financial consultant. He is assigned to the Northwest Direct program, a service model that elevates and expands service to new and existing clients of the firm.
Levin joined the firm in August 2022 after serving as a staffer in the United States Senate. Prior to his current role, he was a client service associate for the firm where he had the opportunity to develop his client service skills and deepen his firsthand knowledge of wealth management.
Levin holds a Bachelor of Science degree in Finance from the University of Colorado Denver. He also holds Financial Industry Regulatory Authority (FINRA) Series 7, Series 63, Series 6 and Securities Industry Essentials licenses.*
“I’m excited about the opportunity to help our clients even further than I already have,” said Levin. “Being in a position to help them build strong financial foundations that support their long-term goals and priorities brings me great pride, and I look forward to the future.”
SVP of Business Development & Wealth Management Neetu Kohli said, “I congratulate Nate on this well-deserved promotion and thank him for his dedication to Northwest Financial Advisors.
I look forward to seeing all the great things ahead for Nate and our clients who will have the opportunity to work with him.”
More information about Levin can be found in his corporate biography on the NWFA website or by visiting his LinkedIn page. Complimentary virtual or in-person consultations with Levin may be conveniently booked at go.oncehub.com/nlevin.
