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CD Wealth Management in the News

CD Wealth Management Climbs in Dallas Business Journal’s List of Top 25 Wealth Management Firms

Dec. 11, 2023 — CD Wealth Management is proud to announce that it has been listed at No. 19 among wealth management firms in the Dallas-Fort Worth area by the Dallas Business Journal, up from No. 24 a year ago. Read more

CD Wealth Management Named Again to Dallas Business Journal’s Best Places to Work

Aug. 24, 2023 — CD Wealth Management is proud to announce that it has been named as a winner in the Dallas Business Journal’s Best Places to Work for the second year in a row. Read more

CD Wealth Management Returns to Sponsor Renowned Charity Golf Tournament Benefitting JCC Programs

Aug. 14, 2023 — CD Wealth Management is honored to return as a sponsor and to volunteer at the IMA, Inc., and NDBT Maxine and Erwin Waldman Memorial Golf Tournament on Aug. 28 at Coyote Ridge Golf Club. Read more

CD Wealth Management CEO Named to AdvisorHub’s List of Advisors to Watch for 2nd Consecutive Year

June 23, 2023 — CD Wealth Management is proud to announce that AdvisorHub magazine included Founder and Chief Executive Officer Scott Cohen in its annual list of 500 Advisors to Watch for the second year in a row. Read more

CD Wealth Management CEO Named to Forbes Best-in-State Wealth Advisors List for Third Consecutive Year

April 25, 2023 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen was ranked No. 7 in the Forbes Best-in-State Wealth Advisor list for 2023, moving up from his No. 11 ranking a year ago. Read more

CD Wealth Management CEO Named to Barron’s ‘Top 1,200’ List for Second Consecutive Year

March 15, 2023 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen has been named to the Barron’s Top 1,200 Financial Advisors list for the second year in a row. Read more

CD Wealth Management Listed in Top 25 Wealth Management Firms by Dallas Business Journal

Jan. 18, 2023 — CD Wealth Management is proud to announce that it has been listed at No. 24 among wealth management firms in the Dallas-Fort Worth area by the Dallas Business Journal. Read more

CD Wealth Management CEO Named to AdvisorHub’s Inaugural List of Advisors to Watch

Sept. 23, 2022 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen was listed in AdvisorHub magazine’s inaugural list of 500 Advisors to Watch, landing at No. 39 in the list of the top 50 advisors with assets under $1 billion. Read more

CD Wealth Management Named to Dallas Business Journal’s 2022 Best Places to Work

Aug. 30, 2022 — CD Wealth Management is proud to announce that it has been named as a winner in the 2022 Best Places to Work awards by the Dallas Business Journal. Read more

CD Wealth Management Sponsoring Charity Golf Tournament to Benefit JCC Scholarship Funds

Aug. 16, 2022 — CD Wealth Management is proud to sponsor and staff the IMA, Inc. and North Dallas Bank & Trust Co. Maxine and Erwin Waldman Memorial Golf Tournament on Sept. 12 at Brookhaven Country Club. The annual tournament is named in honor of the maternal grandparents of Scott Cohen, the founder and CEO of CD Wealth Management. In addition to financial sponsorship from the company itself, all of CD Wealth Management’s employees will serve as volunteers at the event. Read more

CD Wealth Management CEO Named to Forbes Best-in-State Wealth Advisors List

April 21, 2022 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen was ranked No. 11 in the Forbes Best-in-State Wealth Advisor list for 2022, moving up from his No. 18 ranking a year ago. Read more

CD Wealth Management CEO Joins University of Texas Economics Advisory Committee

April 21, 2022 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen has joined the Economics Advisory Committee at his alma mater, the University of Texas. Read more

CD Wealth Management Principal Named to Barron’s ‘Top 1,200 Financial Advisors’ List

March 16, 2022 — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen has been named to the Barron’s Top 1,200 Financial Advisors list for 2022. Read more

 

Bluespring Wealth Partners Acquires $850+ Million CD Wealth Management

March 1, 2022 ― Bluespring Wealth Partners, LLC, an industry-leading acquirer and partner of best-in-class wealth management firms, today announced its acquisition of Dallas-based CD Wealth Management, LLC, forming a wealth management hub in North Texas that will help both companies grow through thoughtful investments. Read more

Scott Cohen Featured on Kestra Podcast

In a recent episode of the podcast Kestra Out Loud, the founder and chief executive officer of CD Wealth Management discussed the importance of transparency with clients and colleagues. Listen here

Scott Cohen Featured in U.S. News & World Report

CD Wealth Management’s founder and chief executive officer was interviewed as an expert source in a recent U.S. News & World Report article titled “6 Ways to Diversify Your Portfolio.” Read more