Amy Armstrong

Amy Armstrong, CPA*, serves as Managing Director of Tax and Estate Planning on the Client Advisory Team for Tolleson Wealth Management. In this role, she collaborates 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 helps to 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 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.