Managing Director, Client Advisory Team
Justin Thompson, CPA*, CFP®, is a Managing Director on the Client Advisory Team. He serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Justin provides the comprehensive financial planning and oversight process for clients by identifying, implementing, and monitoring strategies that help meet each client’s investment, financial, charitable, family legacy, and wealth-transfer goals.
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.