BLOOMFIELD – Northwest Bank, a full-service financial institution offering a complete line of business and personal banking solutions, welcomes Deann Lehman to the Northwest Investment Services team as an LPL licensed relationship manager.
In her role, Lehman will work alongside Larry Moss, CFP, LPL Financial Advisor, to provide a broad range of investment products and services tailored to the unique needs and goals of investors.
“Deann brings an impressive investment background and a demonstrated commitment to delivering exceptional client service to her new role,” said Moss. “She will be an invaluable asset to the Northwest Investment Services team.”
With access to mutual funds, advisory platforms, secured lines of credit, annuities and more, Northwest Investment Services creates customized investment plans focused on portfolio risk, long-term performance and potential returns.
Lehman has nearly 25 years of experience in financial services. Prior to joining Northwest, she held various roles at Monroe Investments, Edward Jones and Raymond James. She has earned Series 7 and 66 FINRA licenses as well as Indiana Health and Annuity licenses.
“I am thrilled to join the Northwest Investment Services team,” said Lehman. “I look forward to providing personalized financial guidance, helping investors achieve their goals and building lasting client relationships.”
Active in her community, Lehman serves as a Sunday school teacher at her church and volunteers for Civitan Clothe a Child and Toys for Tots. She also enjoys spending time with her husband, Ron, children, grandchildren and two dogs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Northwest Bank and Northwest Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Northwest Investment Services, and may also be employees of Northwest Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Northwest Bank or Northwest Investment Services. Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
About Northwest
Headquartered in Columbus, Ohio, Northwest Bancshares, Inc. is the bank holding company of Northwest Bank. Founded in 1896 and headquartered in Warren, Pennsylvania, Northwest Bank is a full-service financial institution offering a complete line of business and personal banking products, as well as treasury management solutions and wealth management services. Northwest currently operates 134 full-service community banking offices and eight free standing drive-through facilities in Pennsylvania, New York, Ohio and Indiana. The common stock of Northwest Bancshares, Inc. is listed on the NASDAQ Global Select Market (“NWBI”). Additional information regarding Northwest Bancshares, Inc. and Northwest Bank can be accessed online at www.northwest.com.
