CD Wealth Management CEO Named to Barron’s ‘Top 1,200’ List for Second Consecutive Year
Dallas (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.
“I am honored by this recognition, and I am especially grateful for the trust of our clients and the dedication of our team,” Cohen said. “This achievement is possible because at CD Wealth Management, we believe that our greatest rewards come from helping our clients achieve their dreams.”
Barron’s listed Cohen as the No. 55 wealth management advisor in Texas, up from No. 62 last year.
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 $850 million in assets.
Media Contact:
Ilona Friedman, 972-499-6280
ifriedman@cdwealth.com