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.
This year marks the first time Cohen has been included in the rankings, which are based on data provided by about 6,000 advisors across the country.
“I am extremely proud of this recognition, which reflects the hard work of our entire team and the strong relationships we have been fortunate to build with our clients,” Cohen said. “Our team is committed to transparency and thoughtful wealth management, and that foundation continues to help us transform our clients’ lives.”
Among the factors Barron’s considered when compiling the rankings were assets under management, revenue produced, regulatory record, quality of practice and philanthropic work.
Barron’s listed Cohen as the No. 62 wealth management advisor in Texas.
Click here to see the full list of the 1,200 top-ranked financial advisors. For more information about the methodology, click here.
About CD Wealth Management
Founded in 2014 by Principal and 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 and were ranked 18th in the Forbes Best-in-State Wealth Advisors list for 2021.
Ilona Friedman, 972-499-6280