CD Wealth Management CEO Named to AdvisorHub’s List of Advisors to Watch for 2nd Consecutive Year
Dallas (June 28, 2023) — CD Wealth Management is proud to announce that AdvisorHub magazine included Founder and Chief Executive Officer Scott Cohen in its annual list of 500 Advisors to Watch for the second year in a row.
Cohen ranked No. 38 in the magazine’s list of the top 100 advisors with assets under $1 billion, up from No. 39 a year ago. He is one of 15 advisors affiliated with Bluespring Wealth Partners to be recognized in AdvisorHub’s rankings.
“While I’m very grateful for this recognition, our true rewards come when we see our clients’ lives transformed by our work,” said Cohen, one of just six Texas-based advisors listed in his category. “Our entire team is singularly focused on caring for our clients and helping them achieve their dreams. Recognitions like this reflect our dedication to that mission.”
AdvisorHub’s ranking criteria falls into three categories: scale (size and sophistication of the practice), growth (year-over-year change in assets, households and production), and professionalism (including regulatory record, community service and team diversity).
The magazine received nominations from more than 370 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 again 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 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