CD Wealth Management Named Again to Dallas Business Journal’s Best Places to Work
CD Wealth Management is one of eight companies named as a winner in the Micro category, which recognizes businesses with 10-24 employees. In all, the list named 100 companies in five size categories based on employee scores among their peers in a survey conducted by Quantum Workplace.
Earlier this year, the Dallas Business Journal named CD Wealth Management in its list of the Top 25 Wealth Management Firms.
“We’re truly honored to be acknowledged for our workplace culture,” said Scott Cohen, CD Wealth Management’s founder and CEO. “Our focus on fostering a collaborative and supportive team environment has been a labor of passion, and it’s incredibly rewarding to see it recognized in this way.
“We believe that when our team thrives, we’re better equipped to provide exceptional service to our clients.”
The list of winners was whittled down from hundreds of nominated companies. Winners will be recognized and rankings among the categories will be revealed at an event Oct. 19 at the Statler Dallas.
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