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2016-08-01T00:00:00.000Z

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Wrong Andrew Dropkin?

Andrew Dropkin

HQ Phone: (214) 981-9400

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CD Wealth Management LLC

6200 LBJ Suite 200A

Dallas, Texas 75240

United States

Company Description

CD Wealth Management is dedicated to partnering with our clients in the pursuit of growing and preserving their wealth. CD Wealth Management is an independent Dallas-based financial advisory and wealth services firm offering personalized financial plann ... more

Find other employees at this company (8)

Background Information

Employment History

Private Wealth Management

Waldman Bros L.L.P

Member, Private Client Services Group

Credit Suisse First Boston LLC

Partner, Executive Vice President - Private Wealth Management and Investment Advisory Division Andy, Certified Financial Planner, Andy

Brinker International Inc

Position, Private Wealth Management Sector

DLJ Merchant Banking Partners

Private Client Services

CSFB

Education

BBA

University of Texas

BBA

University of Texas. Learn More

MBA

Southern Methodist University

Web References (8 Total References)


Scott Cohen and Andy Dropkin, ...

tjpnews.com [cached]

Scott Cohen and Andy Dropkin, principals and founders of CD Wealth Management, have come in for recent honors.

...
Andy has been named chair of the Dallas Jewish Community Foundation Investment Committee as well as being elected chair of the JCC Finance Committee. Dropkin's dedication to his community is evident in the time he spends helping others. "I enjoy giving back to the community," Dropkin said. "It's important to me to help out and continue on the Jewish legacy. I feel fortunate to be able to use my knowledge, time and experience with those institutions that make our community what they are." As a principal at CD Wealth Management, Dropkin believes that trust, communication and superior customer service are the foundation of a successful wealth services firm. He specializes in financial planning and wealth management with high-net-worth individuals as well as focusing on fixed income and alternative investment opportunities.


WALDMAN | BROS - Executive Team

www.waldmanbros.com [cached]

Andy Dropkin*, Certified Financial Planner Practitioner™, CAP®, Partner, Executive Vice-President - Financial Services, Private Wealth Management and Investment Advisory Division A Partner of Waldman Bros, and Executive Vice-President of Financial Services, Andy earned a BBA from the University of Texas.

Learn More > Andy Dropkin, CFP, Vice President Financial Services


WALDMAN | BROS - Executive Team

www.waldmanbros.com [cached]

Andy Dropkin*, Certified Financial Planner Practitioner™, Partner, Executive Vice-President - Private Wealth Management and Investment Advisory Division Andy earned a BBA from the University of Texas. A Certified Financial Planner since 2007, Andy got his start in the restaurant business, moving to the financial side with Brinker International, Inc., where he helped create a new restaurant concept.

Learn More > Andy Dropkin, CFP, Vice President Financial Services


Waldman Bros.

www.waldmanbros.com [cached]

Andrew Dropkin

...
Andrew Dropkin, CFP® , MBA CERTIFIED FINANCIAL PLANNER™ Practitioner
After spending five years working at Credit Suisse First Boston's Private Client Services Group in New York and Dallas, Andy joined Waldman Bros. in 2004. Andy specializes in financial services, specifically asset allocation, equity portfolio management, fixed income management, alternative investment selection, single stock transactions and estate wealth planning. In 2006, Andy completed the 'Southern Methodist University Financial Planning Certificate Program' and became a CERTIFIED FINANCIAL PLANNER™ Practitioner.


WALDMAN | BROS

www.waldmanbros.com [cached]

Along with Steve Waldman and Howard Cohen, partners Todd Chanon, Scott Cohen, Martin Golman and Melody Peevy and Vice Presidents Andy Dropkin and Michael Waldman continue to make a real difference in people's lives.

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