Director, Client Advisory Team
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 Assistant 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.