Rachael Reese

Rachael Reese

Director, Client Advisory Team

10 years at
the Firm
12 years in
the industry

Rachael Reese, 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 2009, Rachael worked as an Assistance Vice President at Houston-based Kanaly Trust. Rachael provided comprehensive financial planning and investment management for high net worth families.

Rachael graduated cum laude with a Bachelor of Science in Personal Financial Planning with a minor in Business Administration from Texas Tech University. She is a CERTIFIED FINANCIAL PLANNER practitioner. Rachael and her husband live in Lake Highlands with their two children and enjoy doing triathlons in their spare time.

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