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.

August 1, 2016 | D CEO

As a finalist, Scheibe will be recognized in the D CEO October issue.

July 29, 2016 | Financial Advisor's Magazine

For the fourth year, Tolleson Wealth Management has been recognized as the top Texas firm on the Financial Advisor’s Registered Investment Advisor list.

July 11, 2016 | University of Arkansas News

A donation from Carter Tolleson, President of Tolleson Wealth Management and President and CEO of Tolleson Private Bank, along with his wife Kacy and the Tolleson Family Foundation will be used to support scholarships at the University of Arkansas.