Resources

Following its finalist announcement back in February, Family Wealth Report named Tolleson Wealth Management a winner in multiple categories during the 8th Annual Award Ceremony. The firm is proud to celebrate its achievements in Multi-Family Office ($5 billion to $10 billion AUM) and Credit Solution categories alongside a commended recognition in the Fiduciary and Trust […]

Barron’s released its 2021 Top Advisor Rankings for each state, with Tolleson Wealth Management’s President Richard Joyner listed as #2 of 88 advisors throughout Texas for the fourth consecutive year. The list was also published in The Wall Street Journal as ‘America’s Top 1,200 Financial Advisors.’ This ranking is categorized by state with more than […]

Tolleson Wealth Management is proud to celebrate Managing Director of Wealth Operations Jennifer Kirksey for her work with Junior League of Dallas. Each year, an employee is chosen for the annual Community Service Award that recognizes hard work, dedication, and impact made giving back to the local community. As a result, the firm grants one […]

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the fourth consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s 75 firms throughout the country. “We are […]

Tolleson Wealth Management named a finalist in three categories for the Family Wealth Report Annual Awards this month. Categories included: Fiduciary or Trust Services Credit Solution Multi-Family Office ($5-$10 billion Assets Under Management) The annual Family Wealth Report Awards program recognizes innovative firms, teams, and individuals serving family office, family wealth management, and trusted advisor […]

Featured in Dallas Business Journal, Tolleson Wealth Management was named to the Dallas 100™ list for the third consecutive year by the Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business. “We are honored to be included again as one of the fastest-growing private businesses in North Texas,” said Carter Tolleson, CEO. […]

D Magazine selected Tolleson Wealth Management as a Top Wealth Manager for 2020. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the sixth consecutive year that Tolleson Wealth Management has received this award. To view the list published by D Magazine, […]

Carter Tolleson is recognized on the cover of D CEO Magazine’s special edition December issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most influential business leaders in North Texas for the third year. Tolleson was nominated and chosen by the editors of D Magazine after months of […]

Family Wealth Alliance announced the winners for the 2020 Young Professionals Award this week, including Tolleson Wealth Management Directors’ Ryan Wilson and Justin Thompson. Twenty-five family wealth professionals under 40-years old were selected for demonstrating success in their careers and making significant contributions to the industry. As Directors on the Client Advisory Team, both Wilson […]