March 22, 2018
The Barron’s Top Independent Advisors Summit is an event held for the nation’s top independent advisors. Royce Ramey, Managing Director on the Client Advisory Team, was invited to speak on a panel during the conference.
Ramey represented Tolleson Wealth Management and spoke about leading organizational change and transformation within a multi-family office. As such, executives are often invited to share their expertise with others in the industry.
Tolleson Wealth Management employees are not just speaking at The Barron’s conferences, they are also winning awards. The Barron’s listed Richard Joyner, President of Tolleson Wealth Management, at #2 on the 2018 Top Advisor List. For more on this award recognition, 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.