Dallas Doings: Honors for CD Wealth Management, seminar, other notes

Compiled by Sharon Wisch-Ray

CD Wealth Management founders are in the news

Scott Cohen and Andy Dropkin, principals and founders of CD Wealth Management, have come in for recent honors.
Scott Cohen has been named as a recipient of the 2016 Five Star Wealth Manager award in conjunction with Texas Monthly magazine. With a mission to identify and promote professional excellence, the award program has been recognizing outstanding wealth managers for more than 11 years. Five Star Professional conducts market research to identify excellent service professionals in over 45 markets across the U.S.
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rates. Candidates also undergo a thorough regulatory and complaint review.
Cohen, who holds a BBA in economics from the University of Texas at Austin, is a Certified Financial Planner and a Certified Fund Specialist and also holds certification in Chartered Advisory in Philanthropy. As principal and founder of CD Wealth Management, Cohen specializes in financial consulting for individuals, not-for-profit, and privately held companies, with an emphasis on asset management, estate planning and retirement planning. Working in the financial planning industry for 23 years, Cohen leads CD Wealth Management with the belief that the interest of his clients always comes first. With an innate ability to clue into clients’ wants, needs, and goals, Cohen is a passionate advocate for each client as he develops a strategy dependent on his/her unique situation.
“I am honored to once again be recognized by Texas Monthly and Five Star Professional,” said Cohen, who has previously been honored in 2012, 2013, and 2014. “CD Wealth Management focuses on servicing our clients on a daily basis and making sure they know we are always there for them. This recognition reminds us that our personal approach and close client relationships are the backbone of our company.”
Cohen serves as immediate past chairman of the board of the Aaron Family Jewish Community Center as well as vice chairman of the board of The da Vinci School. He is a dedicated volunteer, firmly believing in giving back to the community and helping others. Cohen will be featured in the August issue of Texas Monthly.
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.

DJCF Annual Professional Advisors Seminar set for Sept. 16

Dallas Jewish Community Foundation Professional Advisors Seminar presents, “Maneuvering among the Mazes & Minefields of Modern Estate Planning: Helping Our Clients Plan in a High Exemption World” by Mickey R. Davis and Melissa J. Willms at 8 a.m. Friday, Sept. 16 at the Westin Galleria. Mickey and Melissa are partners in real life and in the firm of Davis & Willms, PLLC in Houston, which focuses its practice on assisting clients with estate planning, probate, estate and trust administration, and related legal areas, including business planning and tax law. Both are highly sought out speakers and this is one of the first times in Dallas that they are presenting together.
This annual seminar, now in its 21st year, has become well-known for not only assembling a crowd of top professionals in the estate planning industry but also for sharing new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. It also provides an invaluable networking opportunity for advisors who cater to high-net-worth clients and leaders in the nonprofit world. Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. is the Primary Underwriter. Platinum Sponsors are BlackRock, Thompson & Knight-Attorneys and Counselors, and Tolleson Wealth Management.
Attendees will be provided a lavish breakfast, and receive two hours of continuing education credits (CLE, CLU, CFP, CPE and CTFA pending). Registration is available online at www.djcf.org and is $80 by Sept. 2, $95 after.

News and notes:

Longtime Jewish educator Ruth Schor has opened Or Chadash, a religious school for unaffiliated families. Or Chadash’s method will focus on gamification, the idea of applying gaming mechanics to non-game situations. Or Chadash is open to all children with a focus on individual needs, feelings and learning style. Three different two-hour Sunday sessions are available as well as private weekday classes. According to Ruth, “When individual needs are being addressed and cared for, a welcoming and inclusive community is created.” Additional staff members are Dr. Mark Schor and Rabbi Jeffrey Leynor. For more information, contact Ruth at 214-916-1989 or ruthieschor@gmail.com.
JET Texas will begin its Family First Sunday School. The family style Sunday school will have an innovative curriculum and Hebrew Reading Program. For more information, contact chani.rodin@gmail.com.

Leave a Reply