September 21, 2017 | Barron's
Tolleson Wealth Management’s President Richard Joyner is ranked nationally as #17 on Barron’s Top 100 Independent Wealth Advisors.
Joyner oversees key strategic, marketing and policy determinations for the firm and its lines of business. In his role, he works with multi-generational families to address the complex issues of successful wealth transfer. His expertise encompasses diverse areas such as complex income and estate tax planning; family dynamics and education; and investment management. He has been with the firm for nearly 15 years.
You can view the full report here.
This ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the winner.
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