Jessica Taylor

Jessica Taylor, CFP®, is a Director on the Client Advisory Team at Tolleson Wealth Management. She 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, she coordinates a wide range of services to help manage, sustain, and grow wealth while maintaining a family’s identity and character.

Prior to joining the firm in 2019, she spent six years at Fidelity Investments, where she advised high-net-worth clients on portfolio construction and comprehensive financial planning. Jessica earned a Bachelor of Business Administration in Financial Management from Abilene Christian University, a Master of Business Administration in Strategy and Entrepreneurship from Southern Methodist University, and is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®). She brings more than a decade of experience in wealth management and financial planning to her role at Tolleson Wealth Management.