July 7, 2017 | Financial Times

The list recognizes top independent RIA firms from across the U.S. This is the Firm’s third consecutive year on the list.

June 8, 2017

Tolleson Private Bank Vice President and Bank Operations Manager Steve Moushon gave a presentation at Financial Supermarkets, Inc.’s 31st National In-Store Banking Conference.

June 5, 2017

Tolleson Wealth Management sponsored the DEPC panel discussion and Grant moderated.

May 17, 2017

Carter Tolleson is promoted to Chief Executive Officer and Richard Joyner to President of Tolleson Wealth Management, the parent company for Tolleson Private Wealth Management and Tolleson Private Bank.

February 21, 2017 | Highland Park United Methodist Church

The family’s donation will fund a new Tolleson Family Activity Center with a dedicated space for youth and special needs ministries.

January 5, 2017

We would like to congratulate our five new Client Advisory Team Directors on their promotions!

November 30, 2016 | D Magazine

In its November issue, D Magazine names Tolleson Wealth Management a 2016 Top Wealth Manager. For this award, D Magazine asked every wealth management firm and team in Dallas‐Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Consultants Association® to describe their practice. The final list was selected based on…

November 11, 2016

The firm held a company-wide breakfast to honor its veterans.

November 8, 2016 | SMU

The award recognizes extraordinary achievement, outstanding character and good citizenship of leaders in the community.

October 31, 2016 | InvestmentNews

Tolleson Wealth Management was recognized as one of 12 firms in the nation for excellence in practice management and financial performance.