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Category: Culture & Community

Employees Give Back Through Service Project Tolleson Team Serves

The firm’s company-wide service project, Tolleson Team Serves, came back for a second year as employees volunteered to support local non-profits. Grouped into 16 teams, every department had the opportunity to select a local charity and volunteer activity to do together. After each service was completed, Tolleson Wealth Management made a $2,500 donation to recognize […]

Employees Celebrate the Season of Giving Through Coat Drive

Tolleson Wealth Management celebrated the season of giving by sponsoring a coat drive for St. Philip’s School and Community Center. Employees provided 102 coats for the school and community center’s annual Christmas Store. Last year, the Christmas Store served more than 500 families. This is the eighth year the firm has offered a holiday drive […]

Employees Partner with St. Philip’s School & Community Center Through Pantry Drive

As part of Tolleson Wealth Management’s commitment to creating a meaningful impact in the Dallas community, the firm continues to proudly serve its partnership with St. Philip’s School & Community Center. In August, employees participated in a food and supply drive to benefit the Aunt Bette’s Community Pantry, contributing nearly $3,000 in online donations and […]

2021 Fitness Challenge: Celebrating Summer Sports

Each summer, Tolleson Wealth Management employees take part in a fitness challenge, encouraging all participants to stay active with friendly competition. The 2021 Fitness Challenge honored the Summer Olympic Games with its theme and kicked off with a weekly goal to hit 90 active minutes. Employees were then encouraged to increase that baseline by 30 […]

Jennifer Kirksey: A Leading Woman in Fintech

Tolleson Wealth Management’s Jennifer Kirksey, Managing Director of Wealth Operations, is featured in an episode of SS&C Advent’s podcast Tech it Up, discussing “Women in Fintech” and their crucial role in organizations. Jennifer, as a top leader overseeing the firm’s financial technology and operations, is an active participant in her professional community and a regular […]

Reverse Mentor Program Aims to Cultivate Growth

The Reverse Mentor Program wrapped up another successful cohort as it continued to evolve in its third year. Twelve Tolleson Wealth Management employees mentored a group of senior leaders to amplify their coaching skills and provide new ideas for organizational growth. Divided into pairs, they worked together to continue the program mission of stimulating unique […]

Employees Focus on Professional Development with Podcast Club

After the launch of the podcast series Tolleson Insights run by President Richard Joyner, employees were inspired to learn and connect with new topics. Tolleson Wealth Management’s internal ‘Culture Club’ committee explored how different types of podcasts could create professional development and networking opportunities across each team. Taking leadership of the idea, Business Analyst Meghan […]

Women Building Stronger, Safer Communities with Habitat for Humanity

Building stronger and safer communities is a philosophy that Tolleson Wealth Management cares about, especially when its employees can make a tangible impact. In April, eight employees from wealth management and private banking departments put together an all-women team to participate in the second year of Women Build Dallas and help raise the walls on […]

Employees Celebrate a Continued Partnership with St. Philip’s School and Community Center in 2021

Tolleson Wealth Management proudly marked another year in its partnership with St. Philip’s School and Community Center, committing as a 75th Anniversary Sponsor for the Annual Destiny Luncheon in March. Presented virtually, the luncheon featured New York Times Bestselling and Pulitzer Prize Winning Author Isabel Wilkerson as a keynote speaker. Last year, Tolleson Wealth Management […]

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