R. TODD HOLDEN

Financial Advisor

rtholden@nwfllc.com

(703) 810-1072 x125 

“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, Financial Advisor

PARTNERING AND PLANNING WITH PURPOSE.

Todd Holden is a Financial Advisor for Northwest Financial Advisors. Through his affiliation with LPL Financial, the nation’s largest independent broker-dealer,1 Todd provides a comprehensive range of financial and investment planning, including retirement income planning, estate and wealth transfer planning, insurance protection planning and tax-efficient investment management.

Todd has more than 20 years of industry experience, having entered the financial services industry
at Merrill Lynch in 1987. From 2009 to 2016, Todd served as the Financial Consultant for Belvoir
FCU and Library of Congress FCU, successfully working to meet members’ needs. Other industry experience includes time spent at MetLife and HSBC.

Todd believes that a good financial advisor should always:

• Listen more than speak
• Keep things as simple as possible
• Provide value that exceeds any cost and
• Be worthy of the trust and confidence his clients have placed in him

Todd received his Bachelor of Science degree in Finance & Economics from Miami University in Oxford, Ohio. As the son of a retired Air Force pilot and the spouse of a U.S. diplomat, he has spent much of his life traveling the world. Todd likes to say that he is married to the TSP as it plays a
significant role in his family’s retirement plan.

Todd and his wife Kelli have been married since 1989 and have two grown children. They have
resided in Falls Church, VA since 2008. When the children were younger, Todd served on their school’s parent advisory committee, helped build sets for theater productions and managed his
son’s hockey team. He is a novice sailor and an avid bicyclist. 

1 As reported in Financial Planning magazine, June 1996-2020, based on total revenue.

ARRANGE YOUR COMPLIMENTARY CONSULTATION TODAY

UPCOMING WEBINAR

MEET TODD.

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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 Entity  |  Not Credit Union Guaranteed  |  Not Credit Union Deposits or Obligations  |  May Lose Value

Crafting Your Legacy with Estate Planning and Trusts

SCHEDULE NOW

TODD HOLDEN
Financial Advisor

rtholden@nwfllc.com  |  703-810-1072 x125

LinkedIn
Facebook

Transforming Social Security into a Winning Retirement Strategy

YouTube Webinars

Crafting Your Legacy with Estate Planning and Trusts

How To Think About Retirement In Your 50s

REGISTER

THU, OCT 6, 2022

Financial Advisor Todd Holden, accompanied by Kathleen Miller, VP & Sr. Trust Officer at Members Trust Company, will cover the importance of estate planning and review the tools used to create an estate plan, including wills and trusts. They will also explain, in plain language, common estate planning features and terminology. A Q&A session will follow the presentation.