Managing Director, Client Advisory Team
Dotti Reeder, CPWA®, serves as a Managing Director on the Client Advisory Team at Tolleson Wealth Management. She provides a strategic wealth management process for clients by identifying and implementing strategies that meet each client’s investment, financial, tax, philanthropic and wealth-transfer needs.
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 JPMorgan 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 account in the audit division of KPMG. She serves in leadership roles with the following organizations: Executive Women of Dallas, Business Council for the Arts and Culture and Nexus Recovery Center.