Rachael Reese, CFP®, is a Managing Director on the Client Advisory Team. She serves as a senior advisor, primary contact, and coordinator for all private wealth management client services. Rachael 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 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.