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2017-03-24T00:00:00.000Z

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Wrong Andrew Dropkin?

Andrew L. Dropkin

Direct Phone: (972) ***-****       

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CD Wealth Management LLC

16400 Dallas Parkway Suite 310

Dallas, Texas 75248

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 (9)

Background Information

Employment History

Private Wealth Management

Waldman Bros L.L.P

Member, Private Client Services Group

Credit Suisse First Boston LLC

Financial Analyst

Brinker International Inc

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 - Insurance & Financial Agents and Advisors - Andy Dropkin

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 - 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.

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