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Category: News & Events

Tolleson Family Makes a Lead Donation to Highland Park United Methodist Church

The Tolleson Family made a lead donation to Highland Park United Methodist Church (HPUMC) that will fund a new Tolleson Family Activity Center with a dedicated space for youth and special needs ministries. According to Beyond, the HPUMC campaign website, John Tolleson “is passionate about the next generation of families at HPUMC and that led […]

Tolleson Wealth Management Promotes Directors on Client Advisory Team

Tolleson Wealth Management is proud to announce the following promotions to Director on the Client Advisory Team (pictured from left to right): Josh Coury, Micahl Wester, Jeff Dunn, Rachael Reese and Justin Thompson. As Directors, this group will serve clients as primary contact responsible for overseeing, managing and providing advice to families regarding their wealth […]

Tolleson Wealth Management Named Top Wealth Manager by D Magazine

In its November issue, D Magazine names Tolleson Wealth Management a 2016 Top Wealth Manager. For this award, D Magazine asked every wealth management firm and team in Dallas‐Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Consultants Association® to describe their practice. The final list was selected based on […]

Tolleson Wealth Management Celebrates Veterans on Veterans Day

The firm held a company-wide breakfast to honor its veterans. We want to thank our servicemen and women for their service to our country. We want to specially recognize three veterans on our staff: Caleb Brian, Client Advisory Team Analyst (pictured left), Rick Green, Security & Facilities Manager, (pictured right) and Jeff Dunn, Client Advisory […]

SMU Honors John Tolleson’s Leadership in Financial Services with Distinguished Alumni Award

John Tolleson was recognized last week at the annual SMU Distinguished Alumni Awards ceremony. The event recognizes extraordinary achievement, outstanding character and good citizenship of leaders in the community. Family, friends and employees attended as John accepted the highest honor the university can bestow upon a graduate. John began his career in banking while an […]

Tolleson Wealth Management Named 2016 InvestmentNews Best Practices Award Winner

Tolleson Wealth Management was recognized as one of the 12 firms in the nation for excellence in practice management and financial performance. InvestmentNews considers this award “an important initiative that recognizes the top-performing and most innovative firms in the financial advice industry.” Tracie Klein, CFO, and John Scheibe, CTO, accepted the award in New York […]

John Scheibe Named CTO Award Finalist by D CEO

D CEO named John Scheibe a finalist for its inaugural CIO/CTO award. He will be featured in the October issue. Scheibe is the Chief Technology Officer at Tolleson Wealth Management. He leads the strategic oversight and execution of the firm’s technology platforms. He also serves as the Chief Operations Officer for the Tolleson Private Wealth […]

Tolleson Wealth Management Named Again as Top Texas RIA Firm

For the fourth year in a row, Tolleson Wealth Management has been recognized as the top Texas firm on the Financial Advisor’s Registered Investment Advisor list. The 2016 list also ranks the firm as #41 nationally.

Carter Tolleson Creates Scholarship for Business Student Leaders

Carter Tolleson, President of Tolleson Wealth Management and President and CEO of Tolleson Private Bank, along with his wife Kacy and the Tolleson Family Foundation have gifted $175,000 to the University of Arkansas to establish the Tolleson Family Endowed Scholarship in the Sam M. Walton College of Business. According to the University of Arkansas’ website, […]

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