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.
Resources
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Managing Director Jennifer Kirksey Receives Family Wealth Report Award
Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award. The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the […]
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CIO Eric Bennett Talks 2022 Inflation with Dallas Business Journal and D Magazine
Since last fall, the investment world has focused heavily on inflation – debating whether it is a shorter or longer-term problem. As the economy has not seen high inflation since the 1980s, investors today are faced with mostly negative memories from that period. With more than 35 years of experience in the industry, Chief Investment […]
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Barron’s Ranks President Richard Joyner a Top Texas Advisor for 2022
Barron’s released its 2022 Top 1200 Financial Advisors list, organized by state. President of Tolleson Wealth Management Richard Joyner is listed as #3 in Texas. This is the fifth year he is featured as a top advisor in Texas. As identified by Barron’s, the ranking is reflective of assets under management, revenue produced for the […]
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Tolleson Wealth Management Celebrates New Managing Directors
Tolleson Wealth Management was pleased to recognize the 25 new promotions announced in 2022. From this talented group, we are excited to highlight our three new managing directors. Susan Wells Jenevein was promoted to Managing Director of Philanthropy and Family Engagement. Jenevein joined Tolleson Wealth Management in 2018 from a 20-year career in philanthropy working […]
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