Northwest Financial Advisors (NWFA) today announced that LPL Financial, a partner in providing comprehensive wealth management services and the nation’s largest broker-dealer, honored the firm as a 2019 Top Investment Program.
LPL recognized NWFA and its financial professionals for the use of innovation, leadership in driving change and quality of execution. Karen Benedict, Sr. VP and program manager of NWFA, accepted the award on behalf of the firm at LPL Financial’s 2020 Program Leadership Conference, an invitation-only event that provides bank- and credit union-based investment program leaders with opportunities to enhance leadership acumen, share best practices and grow their network.
Benedict said, “With over 5,000 clients, there’s a tremendous amount of training, adaptation to new procedures and tools, recordkeeping and regulatory compliance that our advisors must commit to in order to deliver the level of service our clients have come to expect. I’m proud of each of them for their hard work and contributions to our firm’s success.”
“Every day, I see Karen and her team’s commitment to the financial lives of our clients, whether that is a young entrepreneur, federal government employee or mature couple nearing retirement,” said Kevin Fisher, president and CEO of NWFA. “It is truly gratifying to receive LPL’s recognition as evidence of the team’s exceptional performance on behalf of our clients.”
In addition to serving the membership of Northwest Federal Credit Union, NWFA’s 11 highly qualified advisors assist individuals and business owners across the nation with a variety of wealth management needs, including investment portfolio management; insurance; and retirement income, college savings, financial and estate planning.