year end review hero

As we reflect on another year, we want to take the opportunity to express our gratitude for your family and our partnership. We are fortunate to have incredible leaders and team members who are deeply committed to the long-term success of our business and serving clients. Grounded on a foundation of collaboration, our top priority as a team is to consistently deliver exceptional client service. We have seen significant growth throughout the years and continue to invest back into the company. This year, we have focused on putting the right leaders in place to help us navigate the next area of success and growth. We will continue to lead our business strategically, providing rewarding careers for our people and comprehensive service offerings for our clients.

As we look ahead to 2024, we are focused on the importance of our service-centric mission. Thank you for your trust in our continued partnership. We are truly honored to serve your family — today, tomorrow, and in the years to come.

Office Reopening and Expansion

After spending a year in a temporary space in downtown Dallas, our team has officially returned to our Highland Park location at 5500 Preston Road. We have completed the finishing touches on our remodel and look forward to welcoming you to our new Client Conference Center, which features meeting areas designed specifically with our client families in mind. Our footprint has also expanded, as we have concurrently opened a second office location and Tolleson Private Bank branch at 8111 Douglas Avenue.

Leadership Highlights

2023 was full of exciting changes and opportunities here at Tolleson. Here’s a glimpse at some of the most memorable milestones.

2023 Team Promotions

Tolleson is proud to recognize the promotions of several team members into key leadership positions. With decades of collective experience between them and an unparalleled passion for people-first service, we’re honored to have these incredible folks serving at the helm.

  • Greg Hall
    Senior Managing Director Client Advisory Team
  • Tracy E. Fulton
    President Tolleson Private Bank
  • Jennifer Wagoner Kirksey
    Deputy Chief Operating Officer
  • Christine Finn
    Chief Fiduciary Officer Private Trust

Welcome Back, Amy Armstrong

We are pleased to welcome back Amy Armstrong, CPA*, to our team as Managing Director of Tax and Estate Planning. Amy, who joined Tolleson back in 2007, previously led our tax offerings and provided a wide variety of tax services to clients. In her new role, Amy will work with clients to provide tax and estate planning strategy to accomplish client goals in the most tax-efficient manner.

Aleta Stampley Joins the Tolleson Team

Aleta Stampley joins Tolleson Private Bank as Vice President and Community Development Officer. As the former Head of Impact at Capital One, she brings an extensive background in community development and bringing socio-economic mobility in the areas of financial wellness, income generation, essential services, and racial equity. She will lead community development efforts on behalf of Tolleson Private Bank to create partnerships that build and sustain economic resilience throughout our community. Aleta is an active member of the Dallas community and has played a key role in the support of numerous organizations including Reading Partners, Big Thought, COMMIT, the Dallas Regional Chamber Education Advisory Board, and Teach for America.

Looking Ahead

Our year-end review wouldn’t be complete without looking ahead to 2024. Our enduring mission is to continue enriching our clients’ lives through a culture of service, customized support, and creative collaboration.
  • Family First

    The Tolleson legacy is built on family and continues to serve with the family in mind. This unwavering commitment informs the design of our service offerings, which includes access to exclusive opportunities and experiences that cater to our client’s unique needs. Stay tuned for announcements of exclusive upcoming events and learning opportunities on a variety of family-focused topics.
  • Comprehensive Resources

    We are passionate about providing our clients with consistent, insightful, and industry-specific resources to help navigate our modern and ever-changing financial landscape. In 2024, our team will continue to provide thought leadership on a variety of relevant issues and topics designed to help families meet their financial goals.
  • Tolleson Serves

    Service is at the heart of everything we do. Like our client families, the Tolleson team is dedicated to creating measurable impact in our community. We want to continue to share the rewarding projects we carry out in the community and our ongoing mission to empower financial wellness for generations.

“We remain committed to delivering a highly personal service for you and your family. Our success is directly tied to our unwavering mission to meet client needs. We are proud of the team and the culture we’ve built in support of that vision. Thank you for the opportunity to serve you and we look forward to working with you in the new year.”

Carter Tolleson, President and CEO