Director, Client Advisory Team
Courtney Allen, CFP®, is a Director on the Client Advisory Team. 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 manage, sustain, and grow wealth while sustaining a family’s identity and character.
Prior to joining Tolleson Wealth Management in 2012, Courtney was a member of Teach for America and taught school in Oak Cliff. She started as an Analyst on the Client Advisory Team and was promoted to Senior Analyst, then Manager, and most recently Director.
Courtney earned a Bachelor of Business Administration in Finance from The University of Texas at Austin and is a CERTIFIED FINANCIAL PLANNER practicioner.