Jul 10

Denise Proctor Hired as Financial Advisor

Firm’s advisor team grows to fourteen
 

HERNDON, Va. — Northwest Financial Advisors, LPL Financial’s No. 5 credit union investment services program nationwide,1 today announced the hiring of Denise Proctor as financial advisor.

Proctor is a CERTIFIED FINANCIAL PLANNER® professional with over 21 years of experience in wealth management. She most recently worked as a senior financial advisor for Wilmington Advisors @ M&T.

“I am proud to count myself among NWFA’s qualified, dedicated and client-focused advisors,” said Proctor. “I look forward to delivering customized financial plans to the firm’s clients and helping them effectively navigate their financial journey.”

Program Manager and SVP of Business Development & Wealth Management Neetu Kohli said, “We are excited to add Denise to our growing team of advisors. With her industry credentials and long track record of providing financial advice, I am confident that she will strengthen our team and benefit the financial well-being of our clients.”

Proctor is accepting appointments virtually and in the Northwest Federal Credit Union Rockville, Maryland and Arlington, Virginia (Ballston) branches. More information about her can be found in her corporate biography on the NWFA website.

 

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, managing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer2 and NWFA's securities custodian, ranked NWFA the No. 5 investment program among its credit union programs and the No. 17 investment program among its bank and credit union programs combined in 2025.1 Visit nwfllc.com for more information.

  

1Rankings based on overall production among all of LPL Financial’s Financial Institution Services (FIS) advisors as of March 31, 2025.
2Based on total revenues, as reported by Financial Planning magazine, 1996-2025.

Recent Articles

May 12

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.

Mar 04

Financial Advisor Nikki Young Receives Prestigious, Industry-Leading Tax Planning Certified Professional® (TPCP®) Designation

HERNDON, Va. — Northwest Financial Advisors, a subsidiary of Northwest Federal Credit Union (Northwest Federal) and LPL Financial’s No. 3 credit union investment services program nationwide,1 today announced that Financial Advisor Nikki Young earned the Tax Planning Certified Professional® (TPCP®) Designation.