Tolleson Wealth Management
Kimberly Turbes (Huynh) has a wealth of experience in the financial industry, with roles as a client service manager and senior client service associate. Kimberly has worked at companies such as Tolleson Wealth Management, Meritage Portfolio Management, and Rothschild Investment Corporation. Kimberly is also skilled in Microsoft Office, Excel, Word, Advent/AXYS reporting system, and Net X360. Kimberly holds a Series 7 Registered certification and a BA in Psychology from the University of Iowa.
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/.