Blake Masterson
Blake Masterson, CFP®, is a Director on the Client Advisory Team at Tolleson Wealth Management. Blake serves as a primary advisor and works closely with wealthy families to navigate all things financial. By creating a customized approach based on client goals, he coordinates a wide range of services to help manage, sustain, and grow wealth while maintaining a family’s identity and character.
Prior to joining Tolleson, Blake served on the family office team at Keel Point, LLC in the Washington, D.C. area for five years. Blake graduated from Vanderbilt University with bachelor’s degrees in economics and Spanish. He is also a CERTIFIED FINANCIAL PLANNER® practitioner. Blake lives in Dallas and enjoys spending time with his wife and their two children.