Tolleson Welcomes Back Amy Armstrong to Lead Tax Planning and Strategy

We are delighted to announce the return of Amy Armstrong, CPA*, as the Managing Director of Tax and Estate Planning at Tolleson Wealth Management. Amy first joined our team in 2007 and brings a deep knowledge and expertise to her role. With an extensive background in leading our tax offerings, there is no one better equipped than Amy to assist our clients’ families in navigating complex tax and estate planning decisions.

“I am thrilled to have Amy back on our team in this leadership role,” said President & CEO Carter Tolleson. “Her knowledge of the complicated tax landscape and her ability to understand issues affecting ultra-high net worth families makes her a vital asset to both our team and our clients.”

In her new capacity, Amy will collaborate closely with clients to develop personalized tax and estate planning strategies tailored to their unique objectives, helping to ensure the most tax-efficient outcomes possible. For those seeking expert guidance in estate planning and tax strategy, we invite you to explore Tolleson’s comprehensive services.

Welcome back, Amy!

*Not a CPA Firm.