CD Wealth Management CEO Named to Forbes Best-in-State Wealth Advisors List for Third Consecutive Year
Dallas (April 25, 2023) — CD Wealth Management is proud to announce that Founder and Chief Executive Officer Scott Cohen was ranked No. 7 in the Forbes Best-in-State Wealth Advisor list for 2023, moving up from his No. 11 ranking a year ago.
This is the third consecutive year Cohen has landed in the Forbes list. He was ranked No. 18 in Texas in 2021.
“I’m grateful for this recognition, which really is a reflection of what we are building at CD Wealth Management,” Cohen said. “Our greatest rewards are the trust of our clients and the ability to help them reach their dreams. Our whole team is singularly focused on serving our clients well, and this honor is a result of that commitment.”
Cohen was named to the Barron’s Top 1,200 Financial Advisors list for the second consecutive year in 2023, and he also ranked No. 39 in AdvisorHub magazine’s list of the top 50 advisors with assets under $1 billion in 2022.
The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Among the factors considered are revenue trends, assets under management, compliance records and industry experience.
Click here to see Forbes’ full list for 2023. For more information about how the list was selected, click here.
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.
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Contact: Ilona Friedman,
972-499-6280
ifriedman@cdwealth.com