CD Wealth Management provides comprehensive wealth management services that help clients grow, maximize, and protect their assets and legacies. The firm offers financial planning, investment management, tax planning, and estate planning services.

CD Wealth Management

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President

Andy Dropkin

Business Management

Ilona Friedman

Director of Investment Operations

Crystal LaFollette

Sales and Support

Kelley Followwell

Director of Human Resources and Office Manager

Margaret Walker

Senior Registered Client Service Associate

Brett Wilson

Banking and Wealth Management

Landon Tujague

Registered Client Service Associate

LaToya Oshodi

Michelle Solt

Scott R. Cohen CFP,CFS,CAP

Scott Cohen

Principal, Founder & Chief Executive Officer

Principal, Managing Director & Chief Wealth Management Officer

Principal, Managing Director, & Chief Investment Officer

Dallas/Fort Worth Metroplex Companies With Fewer Than 10 Employees (Top 10K)

Dallas/Fort Worth Metroplex Companies With Less Than $10M in Revenue (Top 10K)

Financial Services Acquired Companies With Less Than $50M in Revenue

Dallas/Fort Worth Metroplex Consulting Companies

CD Wealth Management offers financial planning and advisory services for families, businesses, corporate executives, and non-profits.

Dallas

Texas

United States

North America

Bluespring Wealth Partners Acquires $850+ Million CD Wealth Management

United Kingdom

Europe

Japan

Asia

India

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GoDaddy

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Google Drive

Amazon EC2

Microsoft Outlook

CD Wealth Management offers comprehensive wealth management services aimed at helping clients grow, maximize, and protect their assets and legacies.

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news impact assignment basic	general
public peers	general	Oct 25, 2024 5:06 AM	255776ff
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signals	general	Oct 25, 2024 5:06 AM	72249bff
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CD Wealth Management