Managing Director, Client Advisory Team
Royce Ramey, CFA®, oversees and manages the Client Advisory Team. He is ultimately responsible for the daily wealth management process for client families by working with senior Client Advisory Team advisors to identify and implement strategies that meet each client’s investment, financial, tax, philanthropy and wealth-transfer needs. He also serves on the firm’s Executive Committee, Trust Committee, Investment Committee and Trust Investment Committee.
Prior to joining Tolleson Wealth Management, Royce provided the same services to ultra-high net worth families at GenSpring Family Offices in the Phoenix, Arizona office. Royce’s expertise lies in investment management and portfolio construction, tax planning and transfer of wealth strategies through various estate planning techniques.
Royce graduated summa cum laude with a Bachelor of Business Administration in Finance and a Master of Science in Finance from Texas Tech University. He is a Chartered Financial Analyst® charterholder. Royce is a member of the CFA Institute, Dallas-Fort Worth CFA Society. He also sits on the Finance Committee for the Dallas Zoo as well as the Investment Committee and Museum Council for the Perot Museum of Nature and Science.