Resources

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

As 2020 came to an end, service opportunities had just started from teams at Tolleson Wealth Management. Knowing that this holiday season looked very different for many families left employees feeling inspired to give back to their community. By creating and participating in a company-wide service project called ‘Tolleson Team Serves,’ each team department selected […]

To get into the holiday spirit, employees participated in the annual “giving tree” drive benefitting the firm’s community partner St. Philip’s School and Community Center. Sixty employees provided coats to 100 children at the school and community center’s annual Christmas store. It is the seventh year that the firm has offered a holiday drive for […]