Judah Margulies Trajan Wealth Fiduciary Advisor

Judah is a fiduciary advisor at Trajan Wealth. He started his career in 2013 after graduating from the American University Kogod School of Business with a degree in International Business. Beginning in Washington, D.C., he later moved to New York City in 2016 to expand his successful practice. Judah’s success led him to become a partner with a large Registered Investment Advisor that specializes in working with individuals, families, business owners, professional athletes, actors, and entertainers, helping clients to reach their short-term and long-term financial goals.

Judah strongly believes in creating personalized financial plans for his clients. Drawing on his extensive experience, he recognizes that each person or business is unique. To design a customized portfolio, Judah listens attentively to his client’s goals and aspirations to provide them with the most appropriate and strategic financial plan.

Originally from Silver Spring, MD, just outside Washington, D.C., Judah moved with his wife, Brooke, who is from Atlanta, to Atlanta, GA in 2020. Since moving to Atlanta, Judah and Brooke have welcomed their daughter, Maisie, and their youngest, Jack, into their lives. Maisie and Jack enjoy playing with their beagle brother, Ollie, and taking him on walks to sniff for squirrels.

Since the age of 13, Judah has been exploring the ocean’s depths through scuba diving. His love for the outdoors, the ocean, and his family and friends is evident in his personal life. But it’s his deep-seated passion for helping people that truly defines him. This passion led him to his career, and it drives him to see his clients succeed and achieve their financial dreams.