CD Wealth Management Promotes Lucy Satterwhite to Wealth Advisor
Dallas (May 22, 2025) — CD Wealth Management is pleased to announce the promotion of Lucy Satterwhite to the role of Wealth Advisor, marking a significant milestone in her career and reinforcing the firm’s commitment to client-focused financial guidance.
“Lucy has made a meaningful impact since she joined CD Wealth through her empathy, her professionalism and her tireless focus on the client experience,” said Scott Cohen, Founder and Executive Chairman at CD Wealth Management. “Her promotion reflects not only her accomplishments, but also her future potential to help us deliver excellent, comprehensive service to our clients.”
A native of Houston and a former competitive figure skater, Lucy previously worked at Baptist Church Lending Corporation, Fidelity Investments and Morgan Stanley. She recently earned the Certified Financial Planner® designation, further underscoring her commitment to delivering the highest standards of financial planning.
“This move is a testament to Lucy’s true passion for helping clients achieve their financial goals,” said Ilona Friedman, CEO at CD Wealth. “From the first day she joined our team in 2021, she has distinguished herself with a thoughtful, analytical approach and a client-first mindset that aligns seamlessly with our company’s values.”
About CD Wealth Management
Founded in 2014 by Scott Cohen, CD Wealth Management offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions. CD Wealth was acquired by Bluespring Wealth Partners, LLC in 2022.