Our Dallas Roots
With over 100 years of combined experience, the CD Wealth Management team is a dynamic group of highly motivated individuals sharing a passion for their work and a commitment to you to provide outstanding service in every way possible.
Continuing the family tradition of hard work, dedication and extraordinary customer service, Scott Cohen joined Waldman Bros and and expanded the business to offer wealth management and investment advisory services.
Her exceptional skills helped her become a senior Vice President.
Andy Dropkin, Scott’s close friend and fellow University of Texas alumnus, joined Scott at Waldman Bros from the private wealth management group at a large Wall Street bank, and the two of them took the private wealth management division to new heights.
Insurance specialist, Alison Glasgow joined Waldman Brothers and helped serve their clients with her expert knowledge of the insurance industry.
Ilona Friedman joined the firm as a financial advisor after coming from a Wall Street bank. She is now the Chief Operating Officer and partner at CD Wealth Management.
Scott and Andy launch CD Wealth Management, committing themselves to helping improve their clients’ financial road maps through life-long financial strategies, financial self-defense, and retirement and estate planning.
Their combined experience and range of skills make them a natural choice for people looking for a holistic approach to growing and protecting their wealth and the freedom their wealth provides.