Director, Client Advisory Team
Brandon Turner, CFP®, CPWA®, is a Director on the Client Advisory Team. He 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, Brandon coordinates a wide range of services to help manage, sustain, and grow wealth consistent with the family’s values.
Brandon began his career with Tolleson Wealth Management in 2010 as an Analyst on the Client Advisory Team. He was promoted three times within the firm from Analyst to his current role as Director. In these roles, he has assisted with overseeing, managing, preparing, analyzing, and providing advice to client families.
Brandon graduated with a Bachelor of Business Administration in Management, a Master of Business Administration, and a Master of Science in Personal Financial Planning from Texas Tech University. He is a certified Private Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ practitioner.