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Category: Firm Update

Tolleson Private Bank and FHLB Dallas Award Grants to Two Dallas Nonprofits

Tolleson Private Bank and the Federal Home Loan Bank of Dallas (FHLB Dallas) have awarded $24,000 in Partnership Grant Program (PGP) awards to two apartment complexes in Dallas, Texas, developed by Catholic Housing Initiative to house seniors. PGP grants help qualified nonprofit organizations fund a variety of operational and administrative activities that are critical to […]

Royce Ramey Named to Newly Created Chief Experience Officer Role

Tolleson Wealth Management is pleased to announce the promotion of Royce Ramey to the newly created Chief Experience Officer role. Ramey will sit on the firm’s governing CEO Council and will be responsible for the strategic integration of service lines while ensuring team members have the training, technology, and support to deliver a seamless client […]

A Conversation with T.D. Jakes: Moving Forward Together

We were honored to host an online conversation last week with Bishop T.D. Jakes, known as a faith leader, author, filmmaker, entrepreneur, and philanthropist. Director of Philanthropy Susan Jenevein and Bishop T.D. Jakes talk about justice, racial equality, the importance of continuing conversation, and the role of philanthropy in moving forward together. Tolleson Wealth Management […]

Returning to the Office

We are pleased to announce our staff is returning to the Tolleson Wealth Management offices at 5500 Preston Road. Although we were able to seamlessly transition most employees to remote work in March, we feel that it is time to return to the office with proper precautions in place that align with local, national, and […]

Tolleson Wealth Management Names its Bank President Rick Lafitte to Board of Directors

Tolleson Wealth Management is pleased to announce the appointment of Rick Lafitte, President of Tolleson Private Bank, to serve on its Board of Directors. Lafitte leads the firm’s private bank offerings and relationships. “Since becoming President of Tolleson Private Bank, Rick Lafitte has made a significant impact to our comprehensive service approach and I look […]

Webinar on Texas Scientists’ Global Fight against COVID-19

We were fortunate to have Dr. Lauren Ancel Meyers and Dr. Jason McLellan join us last week to present on their frontline work in the global fight against COVID-19.  Dr. Ancel Meyers provided an overview of her teams work on modeling different aspects of the pandemic, including their work in advising the White House Coronavirus […]

Tips to Avoiding Fraud & Scams

With many communities practicing social distancing measures, daily habits are changing to adapt to a new normal. You may find yourself spending more time on personal devices or communicating online to connect with family and friends. Criminals are also adapting their habits around current events, finding new ways to steal your information. We recommend a […]

CEO Carter Tolleson Talks Strategy with Dallas Business Journal Amid COVID-19

When the COVID-19 pandemic began to spread in the United States, investors were caught by surprise causing financial markets to quickly lose their footing. A recent Dallas Business Journal article addresses the shifting financial strategies across different types of wealth management firms. CEO Carter Tolleson shares his thoughts on Tolleson Wealth Management’s approach during this […]

Tolleson Private Bank Branch Closure

To our valued Tolleson Private Bank clients, our concern for how the COVID-19 outbreak has affected you and your family is paramount and on our minds. We are taking extensive steps to protect our employees, our clients, and our communities. In an effort to comply with local recommendations around social distancing, Tolleson Private Bank will […]