Private Banking
“To us, banking is an art. Tolleson Private Bank works in concert with your wealth management strategy by providing traditional services within a customized and personalized environment. We are focused on delivering an attentive banking experience that you and your family deserve.” – J. Carter Tolleson, CEO
How We Help
CONVENIENT DEPOSIT SOLUTIONS
We quickly analyze untraditional collateral, facilitate a loan or simply cash a check. Our online banking with bill pay gives you complete access to your accounts, along with the ability to pay your bills online and deposit checks using our mobile device app. We also know what a nuisance bank fees can be, so we have eliminated the majority of them from our bank.
ENHANCED ACCOUNT PROTECTION
Account protection is also important to us. As a Tolleson Private Bank account holder, you will have benefits such as a 24/7 debit card fraud monitoring service, a chip-enabled debit card and a “lock and unlock” feature that allows you to use online or mobile banking to “lock” your debit card to prevent any unwanted transactions.
CUSTOMIZED CREDIT SOLUTIONS
To help take advantage of the opportunities that come your way, Tolleson Private Bank offers numerous credit and lending solutions as well. We realize that the borrowing needs of our clients may fall outside the realm of traditional banks’ underwriting guidelines; therefore, each loan is customized to meet the unique needs of the individual.
CONVENIENT DEPOSIT SOLUTIONS
We quickly analyze untraditional collateral, facilitate a loan or simply cash a check. Our online banking with bill pay gives you complete access to your accounts, along with the ability to pay your bills online and deposit checks using our mobile device app. We also know what a nuisance bank fees can be, so we have eliminated the majority of them from our bank.
ENHANCED ACCOUNT PROTECTION
Account protection is also important to us. As a Tolleson Private Bank account holder, you will have benefits such as a 24/7 debit card fraud monitoring service, a chip-enabled debit card and a “lock and unlock” feature that allows you to use online or mobile banking to “lock” your debit card to prevent any unwanted transactions.
CUSTOMIZED CREDIT SOLUTIONS
To help take advantage of the opportunities that come your way, Tolleson Private Bank offers numerous credit and lending solutions as well. We realize that the borrowing needs of our clients may fall outside the realm of traditional banks’ underwriting guidelines; therefore, each loan is customized to meet the unique needs of the individual.
Featured Insight
Tolleson Private Bank
Rick Lafitte, the President of Tolleson Private Bank, was recently asked to join Tolleson Wealth Management’s Board of Directors. Under his leadership, the bank has experienced significant growth. Rick explains:
“Tolleson Private Bank’s financial strength and local leadership allow us to respond quickly and help our client families with their lending needs. Clients are still purchasing homes and making investments in these times. Our bank staff has adapted to working remotely and we continue to make loans at a record pace. Much of our new business is coming through referrals from clients who are spreading the news to their friends and colleagues about our responsiveness and competitive products. The bank’s deposit base is continuing to grow at a record pace, too, as word spreads about how dedicated we are to customer service. We are so grateful for the faith that our clients place in us with by spreading the Tolleson story to family and friends.”
Resources
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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 […]
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Carter Tolleson Named a D Magazine’s 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 […]
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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 […]
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Tolleson Wealth Management Named to Dallas 100™ List for Fourth Year
The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized Tolleson Wealth Management as one of the 100 fastest-growing, privately held companies in North Texas, known as the ‘Dallas 100’ list. “We are honored to be included as one of the fastest-growing businesses for the fourth year,” said Carter Tolleson, CEO. […]
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