Tolleson Wealth Management Recognized at First Annual Best Places to Work for Financial Advisors Awards

The first-ever Best Places to Work for Financial Advisors list was published earlier this year, featuring Tolleson Wealth Management. InvestmentNews hosted the 50 honorees for a panel discussion and luncheon in Chicago this past week.

During the panel discussion, InvestmentNews stressed the importance of building a sustainable advisory business and becoming a place where people want to learn and grow. They presented trends in culture, leadership and compensation. They commended the winning firms in attendance for achieving in these areas.

Tolleson Wealth Management was honored based on firm-wide initiatives to enhance employee culture and incentives. Employees are encouraged to take paid time off to volunteer at nonprofits, as the firm supports a wide range of organizations in the community. Wednesday lunches, birthday celebrations, summer picnics and holiday parties are also offered to employees each year. To view Tolleson Wealth Management’s full profile in the list, visit here.

Accepting the award was Shannon Listorti, Communications and Marketing Manager, and Lorea Seidel, Director of Human Resources (pictured left to right).

To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisors list, visit here, and to see the full list of rankings, visit here.

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

To learn more about awards and recognition, please visit here.