Tolleson Wealth Management
William Neely, CFP®, has a background in finance and banking with experience in conducting competitive intelligence analysis and credit analysis. William has worked in various roles ranging from proposal management to correspondence internships and has participated in leadership and community service programs. William currently works as a Senior Analyst on the Client Advisory Team at Tolleson Wealth Management.
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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/.