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Leaders Dedicate a Day to Development at Tolleson Wealth Management’s 2020 Leadership Symposium

Tolleson Wealth Management hosts the first Leadership Symposium dedicated to learning, reflecting, and casting a vision for the future. Industry professionals taught and spoke to participants equipping each with new knowledge and experiences to strengthen their leadership journey and culture at the firm. “Our goal in 2020 is to build upon the overall growth and […]

Employees Partner with South Dallas restaurant Pink Magnolia to Teach Etiquette to Young Women from St. Philip’s School and Community Center

Leadership and developing talent are key tenants of Tolleson Wealth Management’s values. Sharing those values with the community is just as important. When asked to partner with St. Philip’s School and Community Center on etiquette training to empower the fifth- and sixth-grade girls of “Girls Rites of Passage Program,” called G.U.I.D.E.S., employees saw an opportunity […]

Disaster Relief Resources for Devastating Australia Wildfires

The bushfires in Australia have continued to grow and create devastation across the continent, harming many people and wildlife. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best ways to help and donate. […]

Tolleson Wealth Management Hosts Pajama Drive for Wesley-Rankin Community Center

With the holiday season in full swing, employees participated in a giving drive benefitting children of the firm’s Community Connections partner Wesley-Rankin Community Center. Forty-one employees provided pajamas to 62 children served by the center. This is the sixth year that the firm has offered a holiday drive for an organization-in-need and the third year […]

Tolleson Wealth Management recognized as a 2019 Charitable Champion

Tolleson Wealth Management announced as one of twenty financial advisory firms selected for the Invest in Others Charitable Foundation’s 2019 Charitable Champions List. The Charitable Champions List recognizes advisory firms for their efforts to give back to their communities by promoting a culture of philanthropy amongst employees and financial advisors. Invest in Others evaluated applications […]

Investment Team Spends a Day at Nasher Sculpture Center to Focus on Creative Thinking

Members of the Investment Team headed to Dallas’ Nasher Sculpture Center in November for an offsite team building day. Following a private tour of the museum led by Leigh Arnold, Associate Curator, they heard Ph.D. candidate in Neuroscience Michael Lundie speak on recognizing and addressing cognitive biases alongside tools for better decision-making. “Our theme of […]

Tolleson Wealth Management Named one of the ‘Dallas 100’ fastest-growing small private companies in DFW

The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as 100 of the fastest-growing small private companies in North Texas, known as the ‘Dallas 100’ list. “We are proud to be named as one of DFW’s 100 fast-growing businesses,” said Carter Tolleson, CEO. “Nearing our firm’s 20-year […]

Tolleson Wealth Management Recognized as a 2019 Top Wealth manager by D Magazine

D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2019 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fifth year in a row Tolleson Wealth Management has received this award. D Magazine […]

Tolleson Wealth Management supports The Dallas Opera as Presenting Sponsors for the FIRST NIGHT

Tolleson Wealth Management supported the Dallas Opera as the Presenting Sponsor for the FIRST NIGHT on Friday, Oct. 18. President Richard Joyner toasts the Dallas Opera’s Honorary Chairs the Winspear Family at the FIRST NIGHT dinner. “As we look around this evening, we cannot help but honor the memories of Margot and Bill Winspear whose […]

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