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2015-12-10T00:00:00.000Z

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Wrong Andy Dropkin?

Andy Dropkin

CD Wealth Management LLC

HQ Phone: (512) 697-6000

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 (4)

Background Information

Employment History

Partner
Waldman Bros. , LLP

Executive Vice President of Financial Services, Andy, Vice President Financial Services
Waldman Bros. , LLP

Vice President, Financial Services Division
Waldman Bros. , LLP

Education

BBA

University of Texas. Learn More

BBA

University of Texas

MBA

Southern Methodist University

Web References (7 Total References)


WALDMAN | BROS - Executive Team

www.waldmanbros.com, 16 June 2014 [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

www.waldmanbros.com, 16 June 2014 [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.


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.


WALDMAN | BROS - Executive Team

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 - 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.

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