Salomon and Ludwin

Jacob Salomon is a CFP® with eight years of industry experience and a current advisor at Salomon and Ludwin. He has previously worked at Osaic Wealth, Triad Advisors, Wells Fargo Clearing Services, and Nasdaq. Outside of his advisory role, Salomon is a co-trustee of an irrevocable life insurance trust and works with Highland Capital Brokerage to write new insurance products for clients. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans. The firm employs an actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, utilizing a proprietary timing strategy and approved AI tools in its investment process.

David Staples is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Salomon and Ludwin since 2018 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed approach emphasizing low-cost, tax-efficient ETFs, mutual funds, and individual securities, combining fundamental and technical analysis with a proprietary TriggerPoint™ timing strategy.

Dalal Salomon is a financial advisor with Salomon and Ludwin, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining Salomon and Ludwin in 2018, she worked for Wells Fargo Advisors Financial Network from 2009 to 2018. She serves on the Michigan State University College of Business Wealth Management Committee. Salomon and Ludwin advises individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and qualified retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a flexible, actively managed approach emphasizing low-cost, tax-efficient ETFs, mutual funds, and individual securities, combined with fundamental and technical analysis and a proprietary timing strategy.

Daniel Ludwin is a financial advisor at Salomon and Ludwin with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salomon and Ludwin since 2018, following a nine-year tenure at Wells Fargo Advisors Financial Network. Outside of his advisory role, he serves as a co-trustee for several family and firm-related trusts. Salomon and Ludwin advises individuals, families, trusts, estates, foundations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a flexible, actively managed approach focused on low-cost, tax-efficient ETFs, mutual funds, and individual securities, incorporating fundamental and technical analysis alongside a proprietary timing strategy.

Allison Gregory is a financial advisor at Salomon and Ludwin with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Truist Bank and Wells Fargo Bank. Salomon and Ludwin serves individuals, high-net-worth households, families, trusts, estates, foundations, small businesses, and employer-sponsored retirement plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a flexible, actively managed investment approach that incorporates low-cost, tax-efficient ETFs, mutual funds, individual securities, and a proprietary timing strategy called TriggerPoint™.