Tolleson Wealth Management

Employees 172 | Firm Type RIA | CEO Carter Tolleson | Location Dallas, Texas | Primary Custodian Pershing Advisor Solutions |

Tolleson Wealth Management has a program started in 2020 that assists charitable organizations in need called Tolleson Team Cares. To keep ideas current and fresh, the firm has an active culture committee that works to formalize new programs for employees. It offers a year-round wellness program, including a step challenge and meditation sessions.

Amid the pandemic, most employees are working from home and new protocols were implemented for offices, including rules for breakrooms and conference rooms. All team meetings are held virtually.