Northwest Financial Advisors Promotes R. Todd Holden to Wealth Advisor
HERNDON, Va. — Northwest Financial Advisors (NWFA), LPL Financial’s #3 credit union-based investment firm in the nation,1 announces the promotion of R. Todd Holden to wealth advisor, effective January 1, 2025.
Holden joined Northwest Financial Advisors as a financial advisor in 2016. With more than 30 years of experience in the wealth management field, he brings extensive knowledge to higher net worth individuals and businesses. He serves clients in the firm’s Herndon, Virginia main office, the Northwest Federal Credit Union Vienna, Virginia branch and through virtual meetings.
Holden received his Bachelor of Science degree in Finance and Economics from Miami University in Oxford, Ohio. He holds Financial Industry Regulatory Authority (FINRA®) SIE, 6, 7, 66, 63, 9 and 10 licenses.2
Karen Benedict, senior vice president of Northwest Financial Advisors said, “I’m proud to acknowledge Todd’s professional growth with his recent promotion. He has worked hard to provide exceptional service to our clientele over the years. Our clients benefit from his industry experience, credentials and dedication to their financial well-being throughout life’s journey.”
“Having been associated with other credit union investment programs since 2009, I knew that NWFA had a successful program,” said Holden. "I did not realize how strong our program was until I joined in 2016. NWFA gives me the tools and support I need to help my clients succeed. It is an incredibly good place to be an advisor.”
Holden is one of the firm’s 13-person advisor team. More information about Holden may be found on his website, rtholden.nwfllc.com, or his LinkedIn page, linkedin.com/in/rtoddholden.
About Northwest Financial Advisors
Serving individuals and businesses across the nation for over a quarter century, Northwest Financial Advisors (NWFA) is owned by NW Capital Management, a wholly owned subsidiary of Northwest Federal Credit Union. The firm offers a comprehensive range of personalized, prudent wealth management advice and solutions to help individuals and business owners work toward creating, growing and preserving their assets. LPL Financial, the nation's leading independent broker-dealer and NWFA's securities custodian,3 ranked NWFA the No. 3 investment program among its credit union programs and the No. 11 investment program among its bank and credit union programs combined in 2024. Visit nwfllc.com for more information.
