Director, Client Advisory Team
Justin Thompson, CPA*, CFP®, 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, he 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 2014, Justin was a Senior Associate in the Dallas office of Deloitte. Justin worked in the investment management practice providing audit and advisory services to various forms of investment companies, single family offices, and endowments.
Justin earned a Bachelor of Business Administration in Accounting and a Master of Science in Finance from Texas A&M University. He is a Certified Public Accountant (CPA*), a CERTIFIED FINANCIAL PLANNER practitioner, and a member of the American Institute of Certified Public Accountants.
*Not a CPA Firm.