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This profile was last updated on 4/30/2017 and contains contributions from the  Zoominfo Community.

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Wrong Andrew Dropkin?

Andrew L. Dropkin

Partner

Waldman Bros L.L.P

HQ Phone:  (972) 458-8700

Direct Phone: (972) ***-****direct phone

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Waldman Bros L.L.P

6200 LBJ Freeway Suite 200

Dallas, Texas,75240

United States

Company Description

Waldman Bros was founded in 1939 when Charlie Waldman encouraged his brother Bill to enter the insurance business. Over a lunch meeting ten years later, the insurance agency was formalized and the firm became officially known as the Waldman Bros Insurance Agen...more

Background Information

Employment History

President

CD Wealth Management LLC


Member, Private Client Services Group

Credit Suisse First Boston LLC


Private Client Services

CSFB


Private Wealth Management

IMA | Waldman


Affiliations

Dallas Jewish Community Foundation

Investment Committee Chair and Board Member


Jewish Community Center of Dallas

Chair of the Finance Committee


Education

BBA

University of Texas


MBA

Southern Methodist University


Web References(13 Total References)


Our Team - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
Principal


Andy Dropkin - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
As principal at CD Wealth Management, Andy leads the company with the belief that trust, communication and superior customer service are the foundation of a successful wealth services firm. With a degree in finance and economics from the University of Texas at Austin, Andy began his career in the restaurant business at Brinker International, where he helped create and launch a new restaurant concept. He then joined an entrepreneurial start-up and, after earning his MBA from Southern Methodist University, worked in the private wealth management sector at Donaldson Lufkin Jenrette/Credit Suisse First Boston in New York and Dallas. He joined Waldman Bros in 2004. Andy's broad range of experience allows him the vision and perspective to see the big picture from many different financial angles. He specializes in financial planning and wealth management for high net worth individuals as well as focusing on fixed income and alternative investment opportunities. Andy loves interacting with his clients and helping them achieve their lifetime goals. His deep knowledge, integrity and hardworking nature allows these relationships to prosper. Andy is dedicated to supporting his community and serves as the investment committee chair and board member for the Dallas Jewish Community Foundation. He is also the chair of the finance committee for the Jewish Community Center of Dallas. Andy enjoys sports, golf, reading, and word puzzles. He loves to spend time with his wife and two sons.


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.


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