Celebrating Excellence: Highlighting Senior Promotions on our Client Advisory Team

March 08, 2024
2 Min read

Following our 2024 promotion announcement in January, Tolleson is proud to recognize the achievements of our recently promoted Client Advisory Team leaders. With a commitment to delivering client service and fostering opportunities for growth, four senior leaders have been promoted to new roles within our wealth advisory team. 

Leading the way is Brittyn Brender, our newly appointed Managing Director for the Client Advisory Team. She is both experienced and passionate about working with multi-generational families to address complex issues involving numerous family numbers and entities of varying degrees. Brittyn’s journey with Tolleson began in 2006 as an analyst and, since then, her dedication to client satisfaction and team development has continued to be an inspiration. Her return in 2019 as a Client Advisory Team Director marked a pivotal moment for our firm, and we are thrilled to see her stepping into this elevated role with enthusiasm and expertise.  

Joining Brittyn are three rising leaders who have each made impactful contributions to our Client Advisory Team. Lauren Williamson, Lucy Gardner, and Marianna Fife have demonstrated strong leadership and dedication to our clients’ success, while always putting relationships first.  

Lauren Williamson’s promotion to the position of Director is a testament to her leadership and dedication. Since joining the firm in 2018, Lauren has helped to navigate complex client relationships with precision and finesse. Her strategic vision and commitment to client satisfaction makes her a crucial asset to both her clients and our organization. 

Lucy Gardner’s promotion to Director reflects her commitment to teamwork and client service. As an integral member of our team since 2015, Lucy has consistently exemplified our firm’s culture through her collaborative approach and client-centric mindset. In her new role, Lucy will continue to grow as a lead advisor while mentoring and supporting her team members to achieve their fullest potential. 

Marianna Fife’s journey with Tolleson Wealth Management began in 2010, and her promotion to Director is owing to her technical expertise and attention to detail. In her new role, Marianna will continue to serve as a lead advisor, leveraging her expertise to provide tailored solutions that meet the unique needs of our clients. 

These promotions underscore Tolleson Wealth Management’s commitment to nurturing talent and delivering excellence in client service. With a combination of 17 directors and managing directors, our Client Advisory Team continues to diligently serve families with comprehensive and creative approaches to sustaining generational wealth. 

We extend our heartfelt congratulations to Brittyn, Lauren, Lucy, and Marianna on their well-deserved achievements and look forward to the continued success and growth of our Client Advisory Team!  

Learn more about how our advisory team takes a multi-disciplinary approach to all things financial.