Employees: 161
Location: Dallas, TX
Broker-Dealer: N/A
Custodians: Pershing, Schwab Advisor Services, & Alternative Investments
Top Executive: Carter Tolleson, CEO
Tolleson Wealth Management of Dallas, TX has a unique service-matching program that awards grants for service hours completed. For employees that reach over 50 service hours, the firm awards a $250 grant to a charity of their choice. For the employee who logs the most service hours, the firm makes a $1,000 grant donation to the charity of his or her choice.
Completing these service hours is possible through the firm’s Volunteer Time Off program. Employees are encouraged to use 20 VTO hours each year to volunteer for organizations they are passionate about. Throughout the year Tolleson Wealth Management offers various volunteer opportunities and employees who are interested are encouraged to use their VTO to participate. However, VTO is at the manager’s discretion, so employees are not limited to 20 hours, but it serves as a minimum.
