Nikita Lodha, Medical Client Advisor

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Nikita Lodha, Medical Client Advisor

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14401 SWEITZER LANE

LAUREL, MD 20707

14401 Sweitzer Lane,

Laurel, MD 20707

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About

Nikki Lodha is a Client Advisor with SunTrust Private Wealth Management. She offers clients more than 17 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. She is a native of Silver Spring, Maryland and attended Lala Lajpat Rai College, Mumbai India. Nikki is active in the community organization for Indian Medical Association of America, Inc. and volunteers for their health fair in different Indian communities.

Nikki holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Nikki takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

As part of the Medical Specialty Group, Nikki works 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 her market. Together they develop a holistic financial plan that meets their clients' short and long-term goals.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, our team of experts and solutions will too, in order to address new challenges and opportunities.

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