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Our Team: Stronger Together

Salomon & Ludwin has two names on the door and only a slightly larger number of people working beyond that door. The emphasis here is not on quantity, but on the knowledge, wisdom and experience of those people. We speak with one voice.

We have strong convictions. We have a process for everything.  We do not re-invent ourselves to “win” clients.  Each client is a client of the Team.

At the same time, our Association with TD Ameritrade Institutional allows us to access the resources of one of the nation’s largest financial services companies.

The Salomon & Ludwin Team

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Dalal Maria Salomon

CEO and Founding Partner

“They may forget what you said, but they will never forget how you made them feel.” – Carl W. Buechner

Focusing, always, on “what is best for the client” and believing that in order to excel you must have the ability and willingness to see through the eyes and hearts of others. Some call it empathy but it goes beyond that. It is understanding that our relationships with our clients is about so much more than money. It’s about making a difference in people’s lives. Respect. Trust. Being genuine. Always striving to improve.

Dalal began her career in 1984 with Wells Fargo Advisors and its predecessor firms. She founded Salomon & Ludwin, LLC in 2009 with her Partner, Dan Ludwin.

dalal(at)salomonludwin.com →

Daniel B. Ludwin

President and Founding Partner

“To laugh often and much…to win the respect of intelligent people and affection of children; to earn the appreciation of honest critics, and endure the betrayal of false friends; to appreciate beauty; to find the best in others; to leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition; to know even one life has breathed easier because you lived. This is to have succeeded.” – Ralph Waldo Emerson
With his uncanny skill in the use of analogies, he is able to turn the complex into “easy to understand.”

Sensitive and thoughtful.

Fiercely analytical and logical.

Dan leads the team with his vision for creating  portfolio strategies.  With a creative mind and a natural ability to think “out of the box,” he is constantly questioning the status quo with an eye, always, towards improvement.

Dan began his career in financial services in 1995 and founded Salomon & Ludwin, LLC in 2009 with his partner, Dalal Salomon.

dan(at)salomonludwin.com →

Jeremiah Winters

Retirement Income Certified Professional® / Executive VP and Partner

“A statistician can have his head in the sand and his feet in ice, and he will say that on the average he feels fine.” – quote most often attributed to Mark Twain
Diligent and trust worthy. Thoughtful and deliberate.  Jeremiah sees the big picture but never forgets that attention to detail is  critical.  His family and people with passion and integrity inspire him. Jeremiah holds a Bachelor’s degree from the University of Richmond’s Jepson School of Leadership Studies and has completed Graduate Studies at Virginia Commonwealth University.  In 2015, Jeremiah earned the Retirement Income Certified Professional ® designation.

Jeremiah began his career in the financial services industry in 2003 and joined the Salomon & Ludwin Team in 2008.

jeremiah(at)salomonludwin.com →

David Staples

CERTIFIED FINANCIAL PLANNER® / Financial Advisor

“Do not follow where the path may lead. Go, instead, where there is no path and leave a trail.” – Ralph Waldo Emerson

With a love of all things “financial,” David offers both his enthusiasm and knowledge as he develops and implements plans and strategies. Personable. Caring. A genuine desire to know people well. With a competitive nature, David works hard to help clients accomplish their goals. He earned his CERTIFIED FINANCIAL PLANNER ® certificate in 2013.

David began his career in the financial services industry in 2009 and joined the Salomon & Ludwin team in 2010.

The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and who have passed the 10 hour CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. Certificants also agree to meet ongoing continued education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.The CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP ®, Certified Financial Planner ™ and federally registered CFO (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 61,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.

david(at)salomonludwin.com →

Kate Atwood

Financial Advisor

“A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so.” – Mahatma Gandhi

Kate began her career in the financial services industry with Wells Fargo in 2009. She is a consummate professional with a passion for life, people and building relationships.

Kate and her husband, Daniel, have grown up in Richmond area and currently live in Henrico with their rescue dog Hampton. Her favorite things include cooking, fishing, playing tennis and traveling whenever there is an opportunity.

kate(at)salomonludwin.com →

Our Support Team

Jen Thompson

VP / Director of Operations

“I have found that if you love life, life will love you back.” – Arthur Rubinstein

Organized. Responsible. Jen understands that markets are unpredictable but client services should not be. With a keen eye towards delivering “best in class” service standards, Jen devotes herself to providing an exemplary client experience. She currently holds the Series 7 registration (General Securities Registration) and Series 66 registration (Uniform Combined State Law registration) and leads the Salomon & Ludwin client servicing team.

Jen began her career in the financial services industry in 2002 and joined the Salomon & Ludwin Team in 2011.

jen(at)salomonludwin.com →

Abbey Sorensen

Registered Operations Associate

“The best way to predict the future is to create it.” – Peter Drucker
Dedicated. Focused. Driven. Abbey exemplifies all aspects of a true professional. A graduate of Virginia Commonwealth University with a Bachelor’s degree in Business Management and Entrepreneurship, she a holds her Series 7 and 66 Securities registrations as well as Life and Health Insurance licenses. Abbey works with the client account services team, led by Jen Thompson.

In the financial services industry since 2006, Abbey joined the Salomon & Ludwin Team in 2012.

abbey(at)salomonludwin.com →

 

Ashley Williams

Registered Operations Associate

“A life is not important except in the impact it has on other lives.” – Jackie Robinson

Committed. Hard-Working. Thoughtful. Ashley has only been in the financial industry since 2013 yet she has made great progress and immersed herself into the industry. She is dedicated to providing clients with the highest level of service and care. She works with the client account services team, led by Jen Thompson.

Ashley holds a Bachelor’s degree from George Mason University, and the Series 7 (General Securities) registration. In the financial services industry since 2013, Ashley joined the Salomon & Ludwin Team in 2015.

ashley(at)salomonludwin.com →

 

John M. Harper

DIRECTOR OF INVESTMENT STRATEGY
CHARTERED FINANCIAL ANALYST®

 

johnh(at)salomonludwin.com →