HERNDON, Va. (September 28, 2022) — Northwest Financial Advisors LLC (NWFA), LPL Financial’s (LPL) No. 1 credit union investment program,1 today announced that Financial Advisor Kim Heffernan has been selected as a recipient of LPL’s Achieve Rising Star Scholarship.2 Heffernan is among only 21 scholarship winners selected out of approximately 2,000 eligible candidates nationwide.
The scholarship recognizes the next generation of top-producing female advisors with an invitation to the firm’s annual Achieve women’s conference to be held in San Antonio, Texas in November 2022. The invitation-only event celebrates the achievements of an elite group of talented female advisors and features a preprogram workshop designed exclusively for scholarship winners.
Heffernan, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, joined Northwest Financial Advisors in 2016. She offers the full scope of wealth management services to assist clients in tax-efficiently growing, protecting and transferring their assets.
“Kim has a true penchant for the financial advisory business and works diligently to satisfy the needs of our clients,” said Kevin Fisher, president & CEO of NWFA. “Based on her admirable record and growth with the firm, I can say with certainty that Kim is deserving of this scholarship.”
Heffernan said, “I am honored to be selected for this distinct scholarship and to have the opportunity to attend the Achieve conference. I look forward to cultivating relationships with other female advisors and using the knowledge I gain to continue serving and supporting my clients.”
Heffernan offers business owners, individuals and families complimentary, no-obligation consultations. She is available for virtual appointments or in person at the firm’s Herndon main office; Chantilly, Virginia; and Rockville, Maryland branch offices. She can be reached at email@example.com or through her website kheffernan.nwfllc.com.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union (NWFCU). The firm offers a comprehensive range of personalized, unbiased wealth management advice and solutions to help individuals and families work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and the firm’s securities custodian, ranked NWFA the No. 1 investment program among its credit union programs and the No. 7 investment program among its bank and credit union programs combined in 2022.Visit www.nwfllc.com for more information.
1Rankings based on overall production among all LPL Financial FIS advisors as of June 30, 2022.
2Award criteria include a being female advisor with 3-10 years in the industry, a minimum of 1 year with LPL Financial and who is not a previous scholarship winner, among other qualitative factors.
Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through Northwest Financial Advisors, a registered investment advisor and separate entity from LPL Financial. Northwest Federal Credit Union (NWFCU) is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Financial Advisors and may also be employees of NWFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NWFCU or Northwest Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value