Tolleson Wealth Management
Elizabeth Lean, CPA has a strong background in tax preparation and strategy, having worked in various roles at companies such as Tolleson Wealth Management, PwC, Thomson Reuters, and Cain Watters & Associates. Elizabeth holds a Bachelor of Business Administration in Accounting from Texas Tech University and has experience developing software for 1040 tax return preparation.
Tolleson Wealth Management
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Tolleson Wealth Management is a multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide – as diverse as investment management, trustee services, philanthropy and private banking – help to simplify our clients’ financial lives and reflect their family values. We’ve created a workplace where passion meets purpose. Our team unites under our unique purpose and supports each other in developing the well-being of both clients and colleagues. For more information, please visit tollesonwealth.com. Equal Opportunity Employer. For disclosures regarding rankings, awards and recognition, please visit https://www.tollesonwealth.com/information/general-website-disclosures/.