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Recognition & News – Financial Publications

Forbes Top 200 Women Advisors – 2017

Forbes – “How The Financial Crisis Turned Dalal Salomon Into An Emotionless Investor” – 2017

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Richmond Bride – “A Marriage of Finances” – Advice on how to manage marital finances from Dalal Salomon, CEO and founding partner of Salomon & Ludwin – 2016

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RichmondMag.com – “Investing in Independence” – 2016

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Bank Investment Consultant – “Client couples: Should each person have a portfolio?” – 2016

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On Wall Street – “Client couples: Should each person have a portfolio?” – 2016

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Richmond Times Dispatch – “Going the Extra Mile in the World of Finance” – 2015

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Financial Times – Top 400 Financial Advisors in USA – 2014

#1 in Richmond, VA

 

Financial Times – Top 100 Women Financial Advisors – 2014

#1 in Richmond, VA

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Registered Rep – Top 100 Independent Advisors – 2012

 

Registered Rep – Top 100 Independent Advisors – 2011

Richmond Magazine – Five Star Wealth Advisor Professional – 2013

 

Richmond Magazine – Five Star Wealth Advisor Professional – 2012

 

Richmond Magazine – Five Star Wealth Advisor Professional – 2011

 

Virginia Business Magazine – Virginia’s Top Financial Advisors – 2009

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Virginia Business Magazine – Virginia’s Top Financial Advisors – 2007

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Virginia Business Magazine – Virginia’s Top Financial Advisors – 2006

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Virginia Business Magazine – Virginia’s Top Financial Advisors – 2005

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Forbes Top 200 Women Advisors – Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 4,500 Richmond wealth managers were considered for the award; XXX (7 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.