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Shop for a Cause: Black Friday Giving

Black Friday is known for good deals and slashed prices; however, this year it is a chance to give back. Many stores and companies take Black Friday’s increased sales as an opportunity to donate portions of their sales to philanthropic organizations. Now, it is possible to get holiday shopping done while also benefitting the community […]

Carter Tolleson Named D CEO Dallas 500 Business Leader

Carter Tolleson is recognized on the cover of D CEO Magazine’s special edition December issue. He is listed in the Dallas 500 Banking and Finance Section as one of the most influential business leaders in North Texas for the third year. Tolleson was nominated and chosen by the editors of D Magazine after months of […]

Adapting to Current Times, Tolleson Wealth Management Attends Virtual Career Fairs

Each fall and spring, Tolleson Wealth Management attends career fairs and meets students from universities across Texas and surrounding states. Career fairs ran a little differently this year, like everything else. While conversations with students were no longer in person, employees still gave students insight and created relationships. “We try to pair employees that are […]

Tolleson Wealth Management Directors Receive 2020 Young Professional Award from Family Wealth Alliance

Family Wealth Alliance announced the winners for the 2020 Young Professionals Award this week, including Tolleson Wealth Management Directors’ Ryan Wilson and Justin Thompson. Twenty-five family wealth professionals under 40-years old were selected for demonstrating success in their careers and making significant contributions to the industry. As Directors on the Client Advisory Team, both Wilson […]

Chief Experience Officer Royce Ramey Shares Five Things Business Owners Should Consider Before Selling a Business

When it comes time for entrepreneurs to decide on selling their business, it can be a difficult and emotional decision. Family Office Exchange (FOX) featured Chief Experience Officer Royce Ramey’s advice on the “Top Five Things to Consider Before Selling a Business.” Entrepreneurs often reach a point when they are ready to sell their business. […]

Company-Wide Virtual Happy Hour, Sips & Stocks, Helped Employees Stay Connected During COVID-19

Normally, a 4 p.m. meeting on a Friday is a hard sell. However, like everything else in 2020, that changed when the pandemic hit earlier this year. Investments Manager Kolby Sneathern began hosting Sips & Stocks, a virtual happy hour to discuss the current stock market, while employees worked from home during shelter-in-place. The dreaded […]

Richard Joyner Recognized on Barron’s Top 100 Independent Advisors for Fourth Year

The Barron’s released the 2020 list of Top 100 Independent Advisors this week recognizing Tolleson Wealth Management’s Richard Joyner nationally as #15. This is the fourth year that Joyner is listed. Read about the 2019 ranking here. Joyner serves as President and has been with the firm for more than 15 years. He oversees key […]

Disaster Relief Resources for West Coast Wildfires

Dozens of major fires are burning across the Western United States. The current fires have burned more than 4.6 million acres in 10 states. 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 […]

Amy Armstrong’s Insight for Succeeding within Tolleson Wealth Management’s Tax Department

Amy Armstrong joined Tolleson Wealth Management in 2007 with a non-traditional tax background. Now the Managing Director the firm’s tax department, she leads a team of professionals who provide a broad variety of tax services to ultra-high net worth clients. Armstrong shares her insight into succeeding on the tax team: What does Tolleson Wealth Management’s […]