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Tolleson Wealth Management Named to 2015 Financial Times 300 Top Registered Investment Advisers

Tolleson Wealth Management was named to Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. and was published on June 18. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). Tolleson Wealth Management, along with 630 […]

Employees Celebrate Wellness Initiative with Healthy Potluck

Tolleson Wealth Management rolled out a wellness initiative this spring encouraging employees to increase their physical activity and make healthy lifestyle choices. To support this initiative, the firm hosted a company-wide potluck lunch for employees to bring homemade healthy dishes. Employees made nutritious meals, ranging from salads and “skinny” dips to low-calorie, but delicious desserts. […]

Employees Participate in YCPD’s Inaugural Field Day

On May 16, employees participated in the inaugural yCPD Field Day benefiting Community Partners of Dallas and the children it serves. The event included traditional field day activities such as a wheel barrel race, sponge relay and tug-of-war. The six-person Tolleson Wealth Management team won Most Creative Team Name, earning them bonus points towards their […]

Employees Volunteer with Junior Achievement of Dallas’ Finance Park

On May 14, employees spent the day at Junior Achievement of Dallas’ Finance Park helping students from MacArthur High School learn about building and maintaining personal budgets. The Finance Park program consists of an interactive, real-world simulation that shows students how to manage monthly expenses such as rent/mortgage, car payments, insurance, savings, entertainment, groceries and […]

Carter Tolleson Featured in Texas Banking Magazine

Carter Tolleson, President of Tolleson Wealth Management and President and CEO of Tolleson Private Bank, was featured in the May edition of Texas Banking’s Community Banker Spotlight. The article profiles Tolleson with details about his work history and family life in addition to his involvement with Texas Bankers Association (TBA). “I’m a fourth generation banker so financial services are […]

Employees Participate in Red Balloon Run and Ride Event Benefiting Children’s Health

On Saturday, April 25, employees from Tolleson Wealth Management biked, ran and walked the 2015 Red Balloon Run and Ride event benefiting Children’s Health. The firm was a corporate 100 for 100 team, raising more than $10,500 for the organization. Employees participated in both the bike rally and the 5K race. This year, Children’s Health celebrated 100 […]

Houston Business Journal Ranks Tolleson Private Bank as the South’s Largest Healthy Bank

Tolleson Private Bank is largest bank in the South with a Texas ratio of zero, which indicates its ability to cover bad debts with tangible equity capital. According to the Houston Business Journal article, “Texas had the most banks in the U.S. with a Texas ratio of zero.”

Employees Volunteer with Junior Achievement of Dallas’ Finance Park to Teach High School Students About Budgeting

On March 23, employees spent the day at Junior Achievement of Dallas’ Finance Park helping more than 45 high school students from Garland ISD learn about building and maintaining personal budgets. The Finance Park program consists of an interactive, real-world simulation that shows students how to manage monthly expenses such as rent/mortgage, car payments, insurance, savings, entertainment, […]

Tolleson Wealth Management Celebrates 15-Year Anniversary

On February 26, 2015, Tolleson Wealth Management celebrated its 15-year anniversary with an event commemorating the firm’s history and employee tenure. The event also emphasized the reiteration of the firm’s purpose and core values, which were enhanced through conversations and interactions with employees. “The Tolleson of today is still grounded in its core values and the […]

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