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.
“I’m proud of this recognition, and I’m very grateful for the hard work of our team and the trust of our clients,” said Cohen, one of only three Texas-based advisors in the list of 50. “Any accolades or attention that come my way are a reflection of the service and culture we are building here at CD Wealth Management.”
AdvisorHub’s ranking criteria falls into three categories: scope of practice (measured by assets, production and level of service), growth of practice (measured by year-over-year growth in assets, households and production), and professionalism (including regulatory record, community service and team diversity).
The magazine received nominations from more than 189 firms and individual registered investment advisors. Nominees were required to have at least seven years’ experience, a minimum of $100 million in assets under management and a clean regulatory record.
Earlier this year, Cohen also was named to the Barron’s Top 1,200 Financial Advisors list and the Forbes Best-in-State Wealth Advisor List.
Click here for more information about the AdvisorHub rankings.
About CD Wealth Management
Founded in 2014 by CEO Scott Cohen, CD Wealth Management is a team of exceptional independent wealth planners 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. The company was named as a winner in the 2022 Best Places to Work awards by the Dallas Business Journal.
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 $850 million in assets.
Media Contact: Ilona Friedman, 972-499-6280
ifriedman@cdwealth.com