Nikki Lodha

Nikki Lodha
Senior Vice President Medical Wealth Advisor Private Client Group Truist Bank

14401 Sweitzer Ln

4th Floor,

Laurel, MD 20707

Nikki.Lodha@Truist.com

Phone (301) 497-3414

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About me

Background

Nikki Lodha is a Medical Wealth Advisor with Truist, offering clients more than 25 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies.

Nikki holds herself accountable for recommending strategies with her clients’ needs and goals in mind. These strategies are supported not only by the deep experience of her team of specialists, but also by her highly attentive service and coordination of resources. She takes the time to talk to, learn about, and understand the critical aspects of a client's financial life so that she can assess the interaction and far-reaching impact of their multiple objectives.

As part of the Medical Specialty Group, she works with a team of specialists whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in their market. Together, they develop holistic financial plans that address their clients short- and long-term goals.

Registered Representative, Truist Investment Services, Inc., Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors Degree in Commerce
Lala Lajpatrai College- Mumbai, India 1977

Personal Interests

Nikki is a native of Silver Spring, Maryland, and attended Lala Lajpatrai College, Mumbai, India. She enjoys being active in the community through her work with the Greater Washington Association of Physicians of Indian Origin and volunteers for their health fair in different Indian communities.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

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