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This profile was last updated on 7/17/2017 and contains contributions from the  Zoominfo Community.

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Wrong Andrew Dropkin?

Andrew L. Dropkin

President

CD Wealth Management LLC

HQ Phone:  (512) 697-6000

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

Email: a***@***.com

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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.

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 planning a...more

Background Information

Employment History

Member, Private Client Services Group

Credit Suisse First Boston LLC


Private Client Services

CSFB


Private Wealth Management

IMA | Waldman


Affiliations

Dallas Jewish Community Foundation

Elected Trustee


Jewish Community Center of Dallas

Chair of the Finance Committee


Education

BBA

University of Texas


MBA

Southern Methodist University


Web References(15 Total References)


Our Team - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
Principal


Andy Dropkin - CD Wealth Management

cdwealth.com [cached]

Andy Dropkin
972-499-6286 | adropkin@cdwealth.com | Download vCard Education: University of Texas at Austin - BBA Finance, Economics and Accounting; Southern Methodist University - MBA 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.


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.


tjpnews.com

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.


History - CD Wealth Management

cdwealth.com [cached]

In 2004, Andy Dropkin, Scott's close friend and University of Texas pledge brother, joined Scott at Waldman Bros from the private wealth management group at a large Wall Street bank, and the two of them took the private wealth management division to new heights.
Both Scott and Andy are committed to helping improve their clients' financial road maps through life-long financial strategies, financial self-defense, and retirement and estate planning. With the founding of CD Wealth Management, Scott, Andy and their team continue to focus on their clients' goals and financial objectives while their alliance with Waldman Bros allows their clients' insurance needs to be met, continuing the family tradition of superior service and integrity.


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