Tolleson Wealth Management
Jessica E. currently works as a Manager on the Client Advisory Team at Tolleson Wealth Management, with previous experience as a Senior Analyst at Fidelity Investments. Jessica holds an MBA from Southern Methodist University with a minor in Finance and a concentration in Strategy, as well as a Bachelor's degree in Financial Management from Abilene Christian University. Throughout their career, Jessica has gained experience in financial planning, portfolio development, customer service, and operational support in the finance industry.
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/.