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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Richard Joyner Recognized on Barron’s Top 100 Independent Advisors for Fourth Year
The Barron’s released the 2020 list of Top 100 Independent Advisors this week recognizing Tolleson Wealth Management’s Richard Joyner nationally as #15. This is the fourth year that Joyner is listed. Read about the 2019 ranking here. Joyner serves as President and has been with the firm for more than 15 years. He oversees key […]
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Richard Joyner Receives Top Ranking on Barron’s Top Independent Wealth Advisor for Third Year
The Barron’s released their 2019 Top Independent Advisors this week, with Tolleson Wealth Management’s Richard Joyner at #15 on the list of 100 advisors throughout America. This is the third year that Joyner was listed. Read about the 2018 ranking here. The ranking reflects the volume of assets overseen by the advisors and their teams, […]
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Disaster Relief Resources for West Coast Wildfires
Dozens of major fires are burning across the Western United States. The current fires have burned more than 4.6 million acres in 10 states. Our thoughts are with those impacted and those volunteering to stop the fires. If you are interested in supporting the relief efforts, our Philanthropy Team has compiled information regarding the best […]
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Amy Armstrong’s Insight for Succeeding within Tolleson Wealth Management’s Tax Department
Amy Armstrong joined Tolleson Wealth Management in 2007 with a non-traditional tax background. Now the Managing Director the firm’s tax department, she leads a team of professionals who provide a broad variety of tax services to ultra-high net worth clients. Armstrong shares her insight into succeeding on the tax team: What does Tolleson Wealth Management’s […]
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