Branson Fowkes Russell Inc

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors, Inc. from 2008 to 2022. Outside of his advisory role, he serves as treasurer for Boy Scouts of America Troop 1891 in Katy, Texas. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and multi-level diversification in managing approximately $407 million for about 188 clients.

Maco Fowlkes is a CFP® and ChFC® with 36 years of industry experience. He has been associated with Branson, Fowlkes & Company, Inc. and Branson, Fowkes, Russell, Inc. since 1991 and has worked with Triad Advisors, Inc. since 2008. He serves as assistant secretary on the West Harris County MUD 5 water board. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and small-to-medium businesses. The firm’s seven-advisor team manages approximately $407 million using a strategic asset allocation and multi-level diversification process, offering both discretionary and non-discretionary portfolio management alongside modular or comprehensive financial planning.

Michael Bishop is a financial advisor with Branson Fowlkes Russell Inc in Houston, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Triad Advisors, Inc. for 14 years before joining Branson Fowlkes Russell Inc in 2022. Bishop serves as a board member of the Harris County Municipal Utility District No. 58. Branson Fowlkes Russell Inc provides personalized investment advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and medium-sized businesses. The firm employs a multi-level diversification strategy called “3D — The Power of Diversification” and offers sophisticated separate-account hedge fund strategies with active trading and international trading capabilities.

Dallas Jones is a financial advisor at Branson Fowlkes & Co Inc with 36 years of industry experience. He holds the Series 63 designation and has worked at Fidelity Brokerage Services, Inc. since 1992. In addition to his financial career, he has served in the United States Army since 1983. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and small to medium businesses. The firm’s team of seven advisors manages approximately $407 million using a multi-level diversification strategy across various asset classes and investment styles.

Trocon Reffell is a CFP®-designated financial advisor with Branson Fowkes Russell Inc in Houston, TX, bringing 18 years of industry experience. He has been with Branson Fowkes since 2010. Outside of his advisory role, Reffell is involved in tax preparation through two separate businesses and serves on the board of directors for Harris County Municipal Utility District No. 25. Branson Fowkes Russell Inc provides personalized investment advisory services to high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and medium-sized businesses. The firm employs a multi-level diversification strategy called “3D — The Power of Diversification” and offers sophisticated separate-account hedge fund strategies, including active trading and direct international investments.

Jay Branson is a CFP® professional with 37 years of experience in financial advising. He has been with Branson, Fowlkes & Co, Inc. since 1991 and also has a long tenure at Triad Advisors, Inc. outside of his firm role. Branson, Fowlkes & Company serves individuals, families, trusts, charitable organizations, and small- to medium-sized businesses, managing approximately $407 million for around 188 clients. The firm employs a strategic asset allocation approach with a trademarked multi-level diversification process, primarily using mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.