Director, Client Advisory Team
Ryan Wilson, 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 2013, Ryan worked at PricewaterhouseCoopers LLP as an Associate and then Senior Associate in the Personal Financial Services Tax group. He started as an Analyst on the Client Advisory Team and was promoted to Senior Analyst, then Manager, and most recently Director.
Ryan earned a Bachelor of Business Administration in both Finance and Accounting, as well as, a Master of Accountancy from Texas Christian University. He is also a member of the American Institute of Certified Public Accountants (CPA*).
*Not a CPA firm.