Looking Ahead with CEO Carter Tolleson
The holiday season is a time filled with reflection and gratitude. Celebrating our 25th anniversary this year, we are so grateful to our clients. We have spent a quarter century doing what brings us joy: helping families with all things financial. There’s nothing more fulfilling than following our values and staying focused on our mission of service.
As we have taken this opportunity to honor our past achievements, we are also excited to look ahead as we shape the next 25 years. Our team is energized by the future we are building here at Tolleson.
Hear from Our Leaders
Pete Chilian, President and Chief Investment Officer, and Tracy Fulton,
President of Tolleson Private Bank, share their vision in our new Presidents’ video.
Coming Soon: Elevated Online Banking Experience
Tolleson Private Bank is currently improving the digital banking user experience. You can expect the following enhancements:
– An updated interface to help streamline navigation and enhance functionality
– External bank accounts will be linkable and viewable on the platform, enabling a consolidated view of financial assets all in one place
– New personal financial management tools to offer insights and budgeting, net worth analysis, and detailed tracking of expenses
– Person-to-person payments using Zelle®
Our team is excited to bring these features to you over the coming weeks.
Holiday Gifting with Purpose
As you celebrate the season of joy and giving, consider a gift that gives back. We have put together a list of local, national, and global social enterprises that are transforming commerce into a force for good. From restaurants that employ justice-involved youth to candles crafted by survivors of trafficking, these ideas can help your family celebrate while creating impact.
Carter Tolleson Talks Strategy with D Magazine
“Focus is a superpower. And staying true to who we are allows us to grow with purpose,” he shares. In this special article, Carter describes what 25 years means for the team and how we are preparing for the future.
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