CD Wealth Management Named to Dallas Business Journal’s 2022 Best Places to Work
CD Wealth Management is one of 21 companies named as a winner in the Micro category, which recognizes businesses with 10-24 employees. The companies chosen as winners had the highest employee scores among their peers in a survey conducted by Quantum Workplace.
“We are honored to be recognized for the culture of our workplace,” said Scott Cohen, CD Wealth Management’s founder and CEO. “We believe that if we serve one another well, we will be able to deliver exceptional service to our clients as a result. We invest a great deal of time and effort into creating a collaborative, supportive team environment, and it’s extremely gratifying to be recognized for that work.
“We take a lot of pride in what we have built and in how we do business.”
The list of winners — which includes winners in four other size categories — was whittled down from more than 300 nominated companies. Winners will be recognized and rankings among the categories will be revealed at an event Oct. 20 at the Renaissance Dallas at Plano Legacy West Hotel.
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.
Media Contact: Ilona Friedman, 972-499-6280