CD Wealth Management CEO Named to AdvisorHub’s List of Advisors to Watch for 3rd Year in a Row
Dallas (June 27, 2024) — CD Wealth Management is proud to announce that AdvisorHub magazine included Founder and Chief Executive Officer Scott Cohen in its annual list of Advisors to Watch for the third year in a row.
Cohen ranked No. 82 in the magazine’s list of the top 150 advisors with assets over $1 billion. In the previous two years, he was ranked among the top advisors with assets under $1 billion. (CD Wealth Management crossed the $1 billion threshold in the fourth quarter of 2023.)
This year, Cohen is one of 15 advisors affiliated with Bluespring Wealth Partners to be recognized in AdvisorHub’s rankings across six categories.
“This recognition is an honor, and it is reflective of the approach our entire team takes, treating each individual client with the highest level of service possible,” said Cohen, one of just 10 Texas-based advisors listed in his category. “We are accountable to one another and to our clients, and the result is a premier wealth management experience that transforms people’s lives.”
AdvisorHub ranked nominees based on the size and makeup of the practice, year-over-year growth and professionalism. The magazine received nominations from more than 339 firms. Nominees were required to have at least seven years’ experience, a minimum of $150 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 offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions. Also led by Chief Investment Officer Andy Dropkin and Chief Wealth Management Officer Ilona Friedman, CD Wealth was acquired by Bluespring Wealth Partners, LLC in 2022.