CD Wealth Management CEO Climbs Again in Barron’s ‘Top 1,200’ Financial Advisors List
Dallas (March 12, 2024) — 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 third year in a row.
Barron’s listed Cohen as the No. 38 wealth management advisor in Texas, up from No. 55 last year.
“Being included in the Top 1,200 by Barron’s is an honor, and I know it’s possible only because of the dedication and hard work of our team at CD Wealth Management,” Cohen said. “Together, we are committed to service, to helping our clients and earning their trust every day.”
Barron’s bases its annual rankings on data provided by about 6,000 advisors across the country. Among the factors Barron’s considered when compiling the rankings were assets under management, revenue produced, regulatory record, quality of practice and philanthropic work.
Information about the Top 1,200 Financial Advisors, including the full list and the methodology, is available at Barrons.com.
About CD Wealth Management
Founded in 2014 by CEO Scott Cohen, CD Wealth Management is a team of exceptional independent fiduciaries who always put their clients first. The company traces its roots to Waldman Bros, a family-run institution started in Dallas in 1939. The team, also led by Chief Investment Officer Andy Dropkin and Chief Wealth Management Officer Ilona Friedman, offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions.
In the first quarter of 2022, CD Wealth was acquired by Bluespring Wealth Partners, LLC. The financial professionals of CD Wealth Management collectively manage over $1 billion in assets.
Media Contact:
Ilona Friedman, 972-499-6280
ifriedman@cdwealth.com
To be named to the Barron’s Top 1200 Financial Advisors, researched and managed by Barron’s, a wealth manager must meet objective eligibility and evaluation criteria, including submitting data to a survey about their practice, which Barron’s verifies with regulatory databases. The data is then applied to a ranking formula with three major categories of calculations: assets, revenue and quality of practice. About 6,000 wealth managers nationwide were considered for the award, and 1,200 were selected. Wealth managers do not pay a fee to be considered or placed on the final list of Top 1,200 award winners. The Top 1,200 award is not indicative of the wealth manager’s future performance.