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Category: Culture & Community

Tolleson Wealth Management Hosts Financial Training Classes at Wesley-Rankin Community Center

Starting this summer, Tolleson Wealth Management and Tolleson Private Bank are hosting classes for senior citizens and students at Wesley-Rankin Community Center. The free classes are taught to groups of about 20 under-served citizens in the community. This month, a class titled “Elder Financial Exploitation Training” was taught by members of the firm’s Client Bookkeeping, […]

Tolleson Wealth Management Sponsors Lemonade Day Dallas

Last month, Lemonade Day came to Dallas with the goal to teach kids how to start, own and operate their own businesses. Lemonade Day of Greater Dallas operates with the goal of empowering youth to become productive members of society. Local kids received material from the organization to teach them lessons such as creating budgets, […]

Tolleson Wealth Management Celebrates Summer With a Family Picnic

As a firm that takes pride in being culture-driven, Tolleson Wealth Management gave employees an opportunity to celebrate the summer months with a company picnic. Held every year, the picnic is a way for employees to bring their families together for a casual celebration centered around entertainment, treats and fun experiences. This year, picnic attendees […]

Tolleson Wealth Management Celebrates Spring in Style

As a culture-driven firm, Tolleson Wealth Management focuses on employee engagement and bringing people together. Each year, a Spring Happy Hour is hosted for employees to celebrate the change in weather and season. Employees were treated to the rooftop of Tacos & Tequila for the private event. The happy hour was planned by Office Manager, […]

Jennifer Kirksey’s Top 5 Tips For Growth in the Workplace

Jennifer Kirksey joined Tolleson Wealth Management in 2003 as a Performance Reporting Analyst, right out of college. She is the first employee to grow her career from entry-level analyst to Managing Director of Wealth Operations, having been promoted four times in the process. She currently oversees the firm’s Wealth Operations Department, managing two teams of […]

Continued Partnerships Strengthen Tolleson Wealth Management’s Community Outreach

Not only has Tolleson Wealth Management chosen Wesley-Rankin Community Center as an organization to sponsor and partner with, Chief Financial Officer Tracie Klein serves on the Wesley-Rankin Board of Directors. “Tolleson Wealth Management selected Wesley-Rankin as an organization to support after a very thoughtful due diligence process by many on our team,” said Klein. “I […]

High Exposure Internships Lead to Career Success

Tolleson Wealth Management offers a unique tax internship program that is continuing to lead into successful career paths within the tax department and beyond. Tax interns are given high-level work that allows complete exposure to the Tolleson Wealth Management tax department. Unlike other tax internships, this program allows interns to pick up associate-level work and […]

Tolleson Wealth Management Partners with Habitat for Humanity for a Build Day

  Tolleson Wealth Management employees picked up power tools, hammers and hard hats while spending the day with Habitat for Humanity this past Saturday. Nearly 50 employees participated in a Build Day, where they worked together to frame and build a new home from the ground up for Larrecia Evans, the new homeowner. “The rental […]

Tolleson Wealth Management Attends Childcare Group’s Great Adventure Hunt

Tolleson Wealth Management sent two teams of employees to attend ChildCare Group’s Great Adventure Hunt last month. Held at the Perot Museum of Nature and Science, the event benefited ChildCare Group’s mission for improving the lives of children living in poverty in the Dallas area. Set up like a scavenger hunt, teams had to solve […]