Allyson Goldman, JD, CFP®
Manager, Client Advisory Team at Tolleson Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Dallas-Fort Worth Metroplex
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Credentials
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CFP®
CFP BoardDec, 2016- Nov, 2024 -
Licensed Attorney
State Bar of Texas
Experience
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Tolleson Wealth Management
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United States
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Financial Services
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100 - 200 Employee
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Manager, Client Advisory Team
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Jun 2018 - Present
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Botsford Financial Group
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Frisco, Texas
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Relationship Manager/Estate Planning Coordinator
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Aug 2014 - Jun 2018
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Education
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2011 - 2014
Baylor University School of Law
Juris Doctor, Estate Planning -
2007 - 2011
Tulane University
Bachelor of Science in Management, Legal Studies in Business; Marketing; Psychology Minor -
2003 - 2007
Ursuline Academy of Dallas
High School
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