This profile was last updated on 4/16/13
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Andy DropkinWrong Andy Dropkin?Partner
Phone:
(214) ***-****
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Company Description: Waldman Bros., L.L.P. has helped individuals and companies secure their futures for more than 65 years. In so doing, the firm has earned a reputation for complete...
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Background
Employment History
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Executive Vice President of Financial Services, Andy, Vice President Financial Services
Waldman Bros. , LLP
Education
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BBA
University of Texas. Learn More
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BBA
University of Texas
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MBA
Southern Methodist University
7 Total References
Web References
WALDMAN | BROS - Insurance & Financial Agents and Advisors - Andy Dropkin
www.waldmanbros.com, 27 Sept 2012 [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 - Insurance & Financial Agents and Advisors - Andy Dropkin
Waldman Bros
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.
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.
After earning his MBA from Southern Methodist University, Andy worked in the private wealth management sector for Donaldson, Lufkin and Jenrette.
He joined us in 2004 and now has over 10 years in the industry.
Andy's work ethic reflects one of the pillars of the Waldman Bros organization-exceptional customer service.
His deep knowledge, integrity and hardworking nature are all greatly appreciated by our clients.
Andy is dedicated to supporting his community through actively serving on several charitable boards.
He loves to spend time with his wife and two boys.
He also enjoys golf, basketball, crossword puzzles and reading, and often trades good books with clients.
www.waldmanbros.com, 27 Sept 2012 [cached]
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WALDMAN | BROS - Executive Team
www.waldmanbros.com, 27 Sept 2012 [cached]
www.waldmanbros.com, 27 Sept 2012 [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, 22 April 2010 [cached]
www.waldmanbros.com, 22 April 2010 [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, 9 Sept 2009 [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.
www.waldmanbros.com, 9 Sept 2009 [cached]
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WALDMAN | BROS - Insurance & Financial Agents and Advisors - Andy Dropkin
www.waldmanbros.com, 1 Jan 2007 [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 - Insurance & Financial Agents and Advisors - Andy Dropkin
Waldman Bros
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.
After earning his MBA from Southern Methodist University, Andy worked in the private wealth management sector for DLJ.
He joined us in 2004 and now has over 10 years in the industry.
Andy's work ethic reflects one of the pillars of the Waldman Bros organization-exceptional customer service.
His deep knowledge, integrity and hardworking nature are all greatly appreciated by our clients.
Andy serves on several community boards while being very family oriented.
He loves to read and often trades good books with clients.
He also loves golf, basketball, crossword puzzles and his two boys, but not in that order.
www.waldmanbros.com, 1 Jan 2007 [cached]
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