About Us

History

Dallas skyline during sunset

History

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.

1939
Bill Waldman (Scott Cohen’s great uncle), opened an office in Dallas selling life insurance.
1949
Bill’s brother, Erwin, Scott’s grandfather, joined Bill in 1949 and formalized the name as Waldman Bros Insurance Agency.
1972
After decades of growth and success, Howard Cohen and Steve Waldman, Scott’s father and uncle, joined Waldman Brothers.
1995
Scott Cohen joined Waldman Bros

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.

1996
Kelley Followwell joined Waldman Brothers as a backup receptionist.

Her exceptional skills helped her become a senior Vice President.

2004
Andy Dropkin joined Scott at Waldman Bros

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.

2006
Alison Glasgow joined Waldman Brothers

Insurance specialist, Alison Glasgow joined Waldman Brothers and helped serve their clients with her expert knowledge of the insurance industry.

2009
Ilona Friedman joined as a financial advisor

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.

2014
Scott and Andy launch 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.

Present
CD Wealth Management is proud of their Dallas roots going back nearly a century

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.

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