When you need assistance with more than basic account transactions, our Private Banking Relationship Program will save you time and money while providing concierge level member service.

Take the Next Step in Your Financial Journey

We’ve put together a team of specialists to partner with you and be your personal point of contact to ensure you reach your short-term and long-term financial goals. Our team-based approach will help you plan and adjust for all of life’s stages—from childhood savings to trust accounts, assisting with financing for higher education and purchasing your home, all the way to retirement and estate planning.

Your Private Relationship Manager will guide you on the path to financial success by:

  • Identifying your goals – By meeting with you, listening carefully to your needs and asking the right questions to help us understand what’s most important to you.
  • Reviewing and analyzing – We’ll look over your whole financial relationship with you to better understand how to leverage your assets to achieve your goals.
  • Providing solutions – Our team of experienced financial advisors will work with you to offer recommendations and a tailored financial strategy with options, so that you can decide what’s right for you.
  • Monitoring and guiding – Your Private Relationship Manager will proactively review your financial plan by watching current market conditions, listening carefully as your personal needs may change and offer trusted financial solutions to adjust to these changes.

Meet Christopher “Chris” Greenhill, Jr., your Private Relationship Manager

With over 15 years of banking and financial planning experience, Chris has a passion for educating people and helping them on their journey towards meeting their financial goals.

Chris is dedicated to understanding your whole financial relationship to provide you personalized, financial management strategies, including:
Short-Term Cash Strategies

  • Trust and Estate Administration
  • Investment Management
  • Retirement Planning including IRA and 401(k) Rollovers
  • Fixed Income Management
  • Planning for Higher Education
  • Tailored Lending Solutions
Connect with Chris on LinkedIn

Your Team of Specialists

As your Private Relationship Manager, Chris works with a team of specialists to assist you on your financial journey, including:

Financial Advisor
Your Financial Advisor will work on your behalf to help you with investment strategies and financial planning designed to address retirement accumulation and distribution, education savings, and leaving lasting legacy through estate planning.

Insurance Officer
Your Insurance Officer will help you and/or your business with the risk of everyday life, recover from life’s expected and unexpected events and ensure those or what is most important to you are provided for.

Mortgage Officer
Your Mortgage Officer will navigate you through buying, selling or refinancing property with ease and convenience. We offer multiple programs and lending solutions designed to fit your needs.

Company Partner Relationship Manager
If you have your own business or would like to offer Northwest Federal benefits at your workplace, we’ll connect you with your Partner Relationship Manager. Our Company Partner program provides employers with access to membership, financial wellness events and more.

Get Started on the Right Path Today

Contact Chris Greenhill

Phone: 703-709-8900 x4554
Cell phone: 571-495-7178
Email: myprm@nwfcu.org

 

Connect with Chris on LinkedIn