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July 9, 2020 | News & Events

Royce Ramey Named to Newly Created Chief Experience Officer Role

Tolleson Wealth Management is pleased to announce the promotion of Royce Ramey to the newly created Chief Experience Officer role. Ramey will sit on the firm’s governing CEO Council and will be responsible for the strategic integration of service lines while ensuring team members have the training, technology, and support to deliver a seamless client experience.

“Royce has contributed significantly to Tolleson Wealth Management’s growth and success over the last 10 years, and this new role will allow him to focus even more time and energy on ensuring that every client interaction is thoughtful and aligned with our brand, ” says Richard Joyner, President of Tolleson Wealth Management. “Client service remains the pinnacle of our approach to wealth management. We spent the last few years investing in our technology and modernizing communications so that we can bring these important elements together in a way that positively impacts the client experience.”

As a single-family office founded for the Tolleson family, Tolleson Wealth Management was created with a client mindset from the start. As the firm has grown and added services to its offerings, the Chief Experience Officer role is now more important than ever. “Over last 20 years, Tolleson Wealth Management has continued to evolve its robust platform to take care of all things financial for client families,” said Ramey. “The focus of my new role is on service integration and ensuring clients continue to receive thoughtful and seamless care.” He will also remain responsible for the oversight and management of Tolleson Wealth Management’s multi-disciplinary Client Advisory Team that engages directly with clients on their financial and planning needs.

Prior to joining Tolleson Wealth Management in 2010, Royce provided family office services to ultra-high net worth families at GenSpring Family Offices in the Phoenix, Arizona. Royce’s expertise lies in investment management and portfolio construction, tax planning and wealth-transfer strategies. Ramey graduated summa cum laude with a Bachelor of Business Administration in Finance and Master of Science in Finance from Texas Tech University. He is also a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Institute and its Dallas-Fort Worth Society.