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 on the boards of Executive Women of Dallas Board of Directors, North Texas Business Council for the Arts and Culture, and Wesley-Rankin Center Foundation, as well as on the Investment Committee of Children’s Health System of North Texas.