Client Advisory Team

Overview

We are one team, with a focus on the well-being of clients and one another. Our multi-family office design is intended to provide and implement comprehensive advice that not only simplifies our clients’ financial lives but reflects their family values. We go the extra mile so that clients have an exceptional experience working with us. We help multi-generational families make well-informed decisions by teaching them the skills they need to navigate the complexities and challenges that come with wealth.

Roles

Managing Director
Serves as senior advisor providing strategic wealth management process for clients and responsible for the oversight of the multi-disciplinary Client Advisory Team

Director
Serves as primary advisor and works closely with wealthy families to navigate all things financial

Manager
Oversees, manages, prepares, analyzes, and provides advice to wealthy families

Analyst
Prepares project-based research and financial planning analysis for client engagement

Client Service Associate
Serves as first point of contact in the coordination of client affairs

Intern
Learns the fundamentals of private wealth management through a rotational program with our advisory and specialty teams

What Success Looks Like

The Client Advisory Team is responsible for identifying, implementing, and ongoing monitoring of strategies to meet each client’s investment, estate, tax, debt, risk management, philanthropic, and wealth-transfer goals. The team is made up of self-starters who are:

  • Relationship builders
  • Skilled in financial management
  • Strong communicators
  • Manage flow of client projects
  • Creative and critical thinkers
  • Champions for excellence and integrity
  • Willingness to learn

Getting to Know the Team:

“People always say my career is unique since I stayed with one firm for the past six years, growing from intern to manager. We have built a strong culture of teaching and growing our people from within. My career at Tolleson Wealth Management is extremely rewarding and I’m excited to see where it goes from here.” – Shiv, Manager

“We are able to tackle a wide array of unique and complex challenges, going beyond traditional ‘wealth management’, to provide our clients with all things financial.” – Justin, Director

"Our employee education is ongoing. We look for opportunities that support each member of the team, from technical training and grasping new concepts to leadership and development training. We strive to provide the right resources for our employees to learn and grow." – Rachael, Director

"When I first started my internship, I quickly realized that Tolleson Wealth Management's culture is something special. When I started, other analysts went out of their way to help me get up to speed and make sure I received interesting and challenging projects. I was able to turn my internship into a full-time position." – Caitlin, Senior Analyst

Apply Now