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Category: News & Events

Richard Joyner Speaks at Jesuit College Preparatory School About Planned Giving

Tolleson Private Wealth Management President and CEO J. Richard Joyner spoke last week at Jesuit College Preparatory School’s planned giving seminar. The seminar included a moderated panel discussion to more than 40 attendees.

Tolleson Wealth Management Named to Dallas 100™ List by SMU Cox School of Business

Tolleson Wealth Management was named a 2015 Dallas 100™ company by the Caruth Institute for Entrepreneurship at the SMU Cox School of Business. The award honors the top 100 growing entrepreneurial companies in Dallas. For 25 years, SMU Cox has annually ranked thetop 100 Dallas entrepreneurial companies based on sales growth over a designated period. […]

Employees Collect More Than 52,000 Supplies for CPD Back-to-School Drive

For its seventh annual year, Tolleson Wealth Management hosted a successful back-to-school drive, collecting 52,555 supplies for Community Partners of Dallas (CPD). The Firm’s donation this year is the largest company school supply contribution to CPD to date. Seventy total companies participated in the drive, which supports nearly 2,500 Dallas country children who are in […]

Tolleson Wealth Management Presents On My Own Time Program to Showcase Employee Art

In partnership with Business Council of the Arts, Tolleson Wealth Management presented an On My Own Time gallery to showcase employees’ artistic talents. On My Own Time is a regional art program that is “the only annual art competition to feature artistic talents of business professionals throughout the region.” In an effort to encourage art and culture, the […]

Tolleson Wealth Management Hosts Clothing Drive for Survivors of Domestic Violence

For the second annual year, Tolleson Wealth Management employees participated in a women’s professional clothing drive for Suits for Shelters. More than 240 articles of clothing were donated by employees and delivered to Genesis Women’s Shelter. By providing professional outfits, the drive helps to equip women with the resources to rebuild their lives and create […]

Employees Volunteer with CPD’s Annual School Supply Drive

As children gear up to head back to school, the school supply shopping season is in full swing. In the spirit of teamwork and giving back, employees from Tolleson Wealth Management volunteered at Community Partners of Dallas (CPD) to help count and sort the flux of school supplies coming in. CPD serves more than 2,400 children in […]

Tolleson Wealth Management Named Top Texas Firm on 2015 RIA List

Ranked number 41 on Financial Advisor magazine‘s 2015 Registered Investment Advisor (RIA) survey, Tolleson Wealth Management was listed as the top Texas firm. It was also the only Texas firm listed in the top 50.

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. […]