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April 27, 2020 | News & Events

InvestmentNews Names Tolleson Wealth Management a 2020 Best Places to Work for Financial Advisors

InvestmentNews published its annual Best Places to Work for Financial Advisors list this week featuring Tolleson Wealth Management for the third consecutive year. The selection is based on employer and employee surveys regarding culture, benefits, career paths, and more. The firm was chosen as one of this year’s top 75 firms throughout the country.

“Tolleson Wealth Management celebrates its 20-year anniversary this year and it wouldn’t have been possible without the dedication and hard work of our employees,” said CEO Carter Tolleson. “Our culture is one of supporting each other and uniting under our mission to serve.”

 

To kick off the year, employees and board members gathered to celebrate the 20-year achievement. Hosted in the home of founders John and Debbie Tolleson, the party marked an important milestone for the firm and all that its accomplished.

InvestmentNews is recognized as a leading source for news, analysis, and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed it to educate, inform, and engage the most influential financial advisers.

To learn more about the InvestmentNews 2020 Best Places to Work for Financial Advisors award, visit here.

The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Tolleson Wealth Management participated in the internal survey to be included on this list and did not pay to participate.

To learn more about awards and recognition, please visit here.