Amy Armstrong

Amy Armstrong, CPA*, serves as Chief Operating Officer for Tolleson Wealth Management. In this role, she is responsible for overseeing Tolleson’s daily operations while ensuring business strategies are effectively implemented. With a diverse background in engineering, law, and accounting, she oversees a range of teams and applies her strong skill set in strategizing and operationalizing processes.

Before her transition to Chief Operating Officer, Amy was previously Managing Director of Tax and Estate Planning for Tolleson, where she spent 17 years collaborating closely with clients to develop personalized tax and estate planning strategies tailored to their unique objectives. By applying a deep understanding of the complicated tax landscape, she served an integral role in helping ensure the most tax-efficient outcomes possible for families.

Prior to joining Tolleson Wealth Management, Amy worked with a regional accounting firm focusing on tax compliance projects for large trust and estate clients. She functioned as a tax consultant, developing financial planning software for use in modeling complex income and estate tax strategies to assist in both client comprehension and decision-making processes. Amy graduated from Baylor University with a Bachelor of Science and went on to obtain a Juris Doctorate from the University of Texas School of Law.

*Not a CPA Firm.