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 and Thompson help lead the firm’s largest department and serve as primary advisors working closely with client families to navigate all things financial.
Wilson joined the firm in 2013 and continues to set an example for others to follow in his commitment to finding customized solutions for his clients. His industry knowledge, relationships, and passion for teaching has led to his leadership in training initiatives and advisor recruiting efforts.
Last year, Thompson lead efforts to transform the client experience through the use of technology, which changed how the firm now conducts business. The new technology was instrumental in the success of transitioning the firm to work remotely during COVID-19. After six years at Tolleson Wealth Management, Thompson continues to help evolve the client experience in any environment.
The 2020 Young Professional Awards choose established professional leaders with a strong record of innovation and outstanding performance. The criteria were equally weighted and averaged together to calculate the overall score. Weighting was executed by a computerized scoring system and not by judges’ determination. Judges could abstain from judging a category or nominee if they believed there was a conflict of interest. Nominees must be under the age of 40 as of Jan. 1, 2020, be employed at an established or aspiring family wealth firm, be supported by the nominee’s President/CEO, their direct supervisor, or an Alliance member, and submit an application by May 31, 2020. Tolleson Wealth Management did no pay to participate in this ranking.
To learn more about awards and recognition, visit here.