Northwest Financial Advisors (NWFA), a nationally recognized wealth management firm,1 today announced the promotion of Nikki Young from Client Service Associate to Associate Financial Advisor.
Young embarked on her financial advisory career upon joining NWFA in April 2017. She held both operational and sales support positions with the firm prior to her promotion. Her previous employment includes customer and sales support positions in the bank and credit union industries.
President and CEO Kevin Fisher said, “Nikki has shown a strong propensity for the financial advisory and wealth management business and has dedicated herself to growing her knowledge and capabilities. We are honored to have her on the front lines of our business, directly serving clients with objective financial advice and solutions.”
Young’s extensive financial education and training includes FINRA Series 6, 63 and 7 licensing,2 the highly respected CERTIFIED FINANCIAL PLANNER™ certification and a bachelor’s degree in Financial Services from Penn State University.
Young is currently accepting new clients by virtual or phone appointment. Appointments may be made on NWFA’s website nwfllc.com or she may be directly reached at nyoung@nwfllc.com or (703) 828-0747.
1Rankings based on overall production among all LPL Financial FIS advisors, 2007 through September 30, 2020.
2Licenses held with LPL Financial.