Network·Venture Capital

Northwest Financial Advisors LLC

Unclaimed

📍 HERNDON, VA

Venture Capitalfinancial services
rtholden.nwfllc.com/

SEC CRD #801-77994

About

R. TODD HOLDEN Wealth Advisor rtholden@nwfllc.com 703-828-0738 “I believe that to be an effective financial advisor it’s important to listen more than speak, keep things as simple as possible, provide value that exceeds any cost, and be worthy of the trust and confidence my clients have placed in me.” — R. Todd Holden, Wealth Advisor PARTNERING AND PLANNING WITH PURPOSE. Todd Holden is a Wealth Advisor for Northwest Financial Advisors through his affiliation with LPL Financial, the nation’s largest independent broker-dealer.* Todd provides a comprehensive range of financial and investment planning, with a particular focus in retirement income planning, tax efficiency and multi-generational wealth planning. Todd has 30 years of industry experience, having entered the financial services industry at Merrill Lynch in 1987. Prior to joining Northwest Financial Advisors, Todd served as the Financial Consultant for Belvoir FCU (now PenFed) and Library of Congress FCU, with many clients from those institutions following him to Northwest. Other industry experience includes time spent at MetLife and HSBC. Over the years, lessons Todd has learned to help clients pursue financial success include: Listen more than you speak Simpler is better than complicated Provide value that exceeds cost Money is easy; families can be challenging Habits are everything Todd received his Bachelor of Science degree in Finance Economics from Miami University in Oxford, Ohio. As the son of a retired Air Forc

Key Contact

ND

NICOLE DAVIS

CHIEF COMPLIANCE OFFICER

📞 (703) 810-1072

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AUM

$1.2B

Location

HERNDON, VA

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