HERNDON, Va. (November 28, 2022) — Northwest Financial Advisors, LPL Financial’s No. 1 credit union investment services program,¹ today announced it has added Garrett Boyd to its growing team of advisors. He officially joined the team in September of this year and recently completed the firm’s extensive, multi-faceted advisor orientation and training program.

Boyd began his financial services career in 2011. Most recently, he was employed by Pioneer Investments (now Amundi US) as Regional Vice President where he provided financial advisors insight on capital markets and currents trends and recommended investment products. While partnering with financial advisors in this role, he developed an interest in directly assisting clients in pursuing their financial wellness and goals.

“Garrett has a strong background in investment product analysis and the markets as a whole,” said Kevin Fisher, president and CEO of Northwest Financial Advisors. With his friendly personality and extensive  knowledge in the field, we are confident in his ability to successfully serve our clients.”

Boyd said, “I’m pleased to be a part of Northwest Financial Advisors’ team. The firm provides me with the guidance, technology and resources to be effective in my role. I look forward to making a positive impact on the lives of our clients by holistically serving their financial planning and wealth management needs.”

Boyd holds Financial Industry Regulatory Authority (FINRA^®) Series 7, 66, 6 and 63 licenses.² He is also licensed to sell health, life and annuities products. He is a graduate of Merrimack College where he obtained a bachelor’s degree in Business Administration and Management. He serves clients in Herndon and Chantilly, Virginia; Rockville, Maryland and virtually. A complimentary, no-obligation consultation with Boyd may be requested at gboyd@nwfllc.com or by visiting his website at gboyd.nwfllc.com.

 

¹Rankings based on overall production among all LPL Financial FIS advisors as of June 30, 2022.
²Licensing held through LPL Financial.

 

About Northwest Financial Advisors

Serving individuals and businesses across the nation for 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, unbiased wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation’s leading independent broker-dealer and NWFA’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 2022.² Visit www.nwfllc.com for more information.

 

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