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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Tolleson Wealth Management Featured in Dallas Business Journal, Securing a Top Ranking in Multiple Lists
Tolleson Wealth Management and Tolleson Private Bank both rank in Dallas Business Journal’s 2021 lists for various accomplishments over the last two years. Most notably, Tolleson Wealth Management is ranked the second largest wealth management firm in Dallas-Fort Worth based on assets under management. The firm was also recognized as a “Dallas 100” company by […]
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Tolleson Wealth Management’s Portfolio Strategists Join Client Advisors in Critical Role
Tolleson Wealth Management is pleased to welcome Brent Young on its growing Portfolio Strategist Team. Bringing 15 years of relevant experience, he will join the client’s core service team, focusing specifically on investment-related advice. Over the last decade, Young held portfolio management roles and worked closely with clients to develop and manage customized, goal-based […]
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D Magazine Names Tolleson Wealth Management a 2021 Top Wealth Manager in Dallas
D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers in its latest November issue. This is the seventh consecutive year that Tolleson Wealth Management has received this award. We are proud to celebrate this recognition with our entire team for all their hard work in providing client families with everything financial. […]
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Richard Joyner’s Industry Leadership is Recognized by Barron’s and UT Wealth Management Center
We are proud to celebrate Richard Joyner, President of Tolleson Wealth Management, for his service to the wealth management industry. Recently inducted to Barron’s Hall of Fame, Richard was featured in the publication’s Top 100 Advisor rankings for the last 10 consecutive years. As Barron’s states, this award honors advisors who, “exemplify long-term success and […]
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