Finance and Accounting

The Finance and Accounting team at Tolleson Wealth Management plays a crucial role in managing the financial health of the firm and its clients. This team is responsible for overseeing financial reporting, accounting operations, tax compliance, and credit management, ensuring accurate and transparent financial practices that support the firm’s wealth management services. They collaborate closely with other departments to provide strategic insights that align with the organization’s purpose of enhancing the financial well-being of clients and colleagues alike.