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CD Wealth Management in the News

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

Dallas (Sept. 23, 2022) — CD Wealth Management is proud to announce that Founder, Principal 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

Dallas (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

Dallas (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 principal, 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 Principal Named to Forbes Best-in-State Wealth Advisors List

Dallas (April 21, 2022) — CD Wealth Management is proud to announce that Founder, Principal 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

Dallas (April 21, 2022) — CD Wealth Management is proud to announce that Founder, Principal 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

Dallas (March 16, 2022) — CD Wealth Management is proud to announce that Founder, Principal 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

Austin, Texas (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, principal 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, principal 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