As we reflect on 2024, we are filled with gratitude for the trust and support of our client families. Our Year-End Review showcases the milestones and achievements that have shaped this year, setting the stage for an exciting journey ahead in 2025. Join us in celebrating our legacy and looking forward to the future: https://lnkd.in/gxHE6mt7
Tolleson Wealth Management
Financial Services
Dallas, Texas 5,385 followers
Taking care of all things financial.
About us
At Tolleson, we're all about building relationships and strengthening financial futures. We go beyond traditional wealth management to take care of all things financial for our clients and their families. As a private and family-run business proudly based in Dallas, Texas, our goal is to help nurture a legacy of prosperity and fulfillment for generations to come. For more information, visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/general-website-disclosure/,
- Website
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http://www.tollesonwealth.com
External link for Tolleson Wealth Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 2000
Locations
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Primary
Get directions
5500 Preston Road
Suite 250
Dallas, Texas 75205, US
Employees at Tolleson Wealth Management
Updates
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Proud to share our President and CEO Carter Tolleson has been named to the D CEO Dallas 500 list for 2025. This recognition highlights Carter’s leadership and the team's long-standing commitment to serving clients with all things financial. Congratulations, Carter! Full article here: https://lnkd.in/g6EbKz3X
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What does 2025 hold for investors? Moderating inflation, policy changes, and AI adoption could shape the year ahead. Read our 2025 Outlook here: https://lnkd.in/gJagjCAp #marketoutlook #economictrends Kolby Sneathern
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We are honored to be recognized as a Dallas 100™ company by the Dallas Business Journal and SMU Cox School of Business. Being named a repeat winner on Dallas’ list of top growing companies underscores the meaningful and impactful work we do for families. Reflecting on what we are most thankful for this season, we extend our heartfelt gratitude to our hardworking team for their dedication to excellence and to our clients for their trust in us. Thank you for continuing to drive us forward. Read more: https://lnkd.in/gr7cZdxB
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We're hiring for various roles across Tolleson. Learn more about these open positions and how to apply: https://lnkd.in/gxTKuugw #hiring #joinourteam #careeropportunity
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Family philanthropy is more than just giving—it's about uniting generations through shared values, clear purpose, and a defined vision. "Values help guide a family’s actions and decisions around their giving. They can help ensure that philanthropic activities align with the family’s core principles, leading to authentic and integrity-driven efforts." With the holiday season upon us, we encourage families to spend time together talking about their values and vision for the world. Learn more: https://lnkd.in/gaKegEuz
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D Magazine recently recapped its Women of Influence Event, which brought community leaders together to support women and inspire change. Managing Director of Philanthropy Aleta Stampley participated as a panelist. “My approach to leadership centers on a single core value: the enabling of others,” she explains. “True leadership lies in empowerment—something leaders do well before they hold a formal title. Enabling others can happen from any position within an organization, and it’s a commitment we should extend to the communities where we live and work.”
As a women-owned business, D Magazine holds a unique position in uniting remarkable women from across Dallas. On August 29, we hosted the Celebrating Women of Influence event, where we brought together fearless and innovative female leaders for an insightful conversation, skillfully moderated by Gillea Allison, President at D Magazine Partners. The topic of discussion was ‘How Women’s Voices Change the Conversation.’ Our esteemed panelists included Abigail Erickson-Torres, president and CEO of Frontiers of Flight Museum; Rashel Rogers, organizational development director of Park Place Dealerships; Aleta Stampley, managing director of philanthropy of Tolleson Wealth Management; and Yasmeen Tadia, PHR, founder and CEO of MAKE YOUR LIFE SWEETER. Their collective wisdom and expertise provided valuable insights into the discussion. We extend our thanks to our title sponsors, Park Place Dealerships and Tolleson Wealth Management, whose generous support played a pivotal role in the resounding success of this event. Celebrating Women of Influence was a remarkable gathering that showcased the power and influence of women in Dallas, and we look forward to more such inspiring gatherings in the future. See full scenes from D Magazine’s Celebrating Women of Influence Event 2024 here: https://lnkd.in/gGspjhJn
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We are proud to be named a Top Wealth Manager by D Magazine for 2024. This is the 10th consecutive year receiving this honor, reflecting our commitment to excellence in wealth management. Thank you to both our team and our clients for your continued trust and support. Read full article: https://lnkd.in/g5ESzsjq
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Managing Director Josh Coury, CFA was named a Young Professional Award honoree this year by Family Wealth Alliance, Inc. This program honors professionals under 40 that are shaping the family wealth industry. Read the full article: https://lnkd.in/g5NwEs8J Congratulations, Josh!