Dotti Reeder, CPWA®, is a Managing Director on the Client Advisory Team. She serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Dotti provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals.
Before joining Tolleson Wealth Management, Dotti was a Managing Director with JP Morgan Private Bank where she led a team of banking, investment, fiduciary, and wealth planning specialists in designing and implementing customized wealth management strategies for J.P. Morgan’s most significant individual and tax-exempt clients. Her additional experience with JP Morgan Private Bank included providing investment management and trust administration services to private clients. Prior to joining JP Morgan Private Bank, Dotti worked for 10 years as a municipal bond trader and underwriter with BankOne and Kidder Peabody & Co.
Dotti earned a Bachelor of Business Administration in Accounting from the University of Texas at Austin and began her career as a staff accountant in the audit division of KPMG. She is active in the Dallas community, serving in a volunteer capacity with the following organizations: Executive Women of Dallas Board of Directors, North Texas Business Council for the Arts Board of Directors, Children’s Health Investment Committee, and Wesley-Rankin Center Foundation.
Dotti earned a Bachelor of Business Administration in Accounting from the University of Texas at Austin and began her career as a staff accountant in the audit division of KPMG. She serves on the boards of the following organizations: Executive Women of Dallas, Business Council for the Arts, Children’s Medical Center of Dallas, and Wesley-Rankin Center Foundation.