Tolleson Wealth Management Employee Directory
Financial ServicesTexas, United States201-500 Employees
Tolleson Wealth Management is a private, family-run financial services firm based in Dallas, Texas, providing comprehensive wealth management and broader financial planning for individuals and families. The firm emphasizes relationships and multigenerational planning, aiming to support clients in preserving and growing wealth across generations. It seeks to address a broad spectrum of financial needs beyond traditional asset management, serving as a steward for family finances. In 2026, Tolleson launched Tolleson Trust Company, marking a new chapter in multigenerational stewardship. That year also saw new leadership appointments, including Claire Wheatley as Director of Family Reporting and Josh Coury as Senior Managing Director on the Client Advisory Team.
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