Nikki Lodha

Nikki Lodha
Medical Wealth Advisor Truist Bank

14401 Sweitzer Ln

4th Floor,

Laurel, MD 20707-2920

About me

Background

I’m a Medical Wealth Advisor with Truist Bank, offering clients more than 23 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

I hold myself accountable for recommending strategies with my clients’ needs and goals in mind. These strategies are supported not only by the deep expertise of my team of specialists, but by my highly attentive service and coordination of resources. I take the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that I can assess the interaction and far-reaching impact of their multiple objectives.

As part of the Medical Specialty Group, I work with a team of experts whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices in our market. Together, we develop holistic financial plans that meet our 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

I’m a native of Silver Spring, MD, and attended Lala Lajpat Rai College, Mumbai India. I enjoy being active in the community through my work with the Greater Washington Association of Physicians of Indian Origin and volunteer 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

Accomplishments

Platinum Excellence Award Winner
2017
Platinum Excellence Award Winner
2016
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    The Truist Gold Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.