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 at Branson Fowkes Russell Inc with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Branson, Fowlkes Russell since 2022, following a 14-year tenure at Triad Advisors, Inc. He serves as a board member for Harris County Municipal Utility District No. 58. Branson Fowkes Russell Inc provides personalized investment advisory and financial planning services primarily 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 philosophy and strategic asset allocation, offering separate-account strategies with hedge-fund-style tactics and maintaining a distinctive affiliation with Russell Investments.

Dallas Jones is a Series 63 licensed financial advisor with 37 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1992 and serves concurrently in the United States Army, with over four decades of service. He is based in Houston, Texas, and is part of a six-advisor team at Branson Fowkes Russell Inc. Branson Fowkes Russell Inc. provides personalized investment advisory and financial planning 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 and offers separate-account strategies that include hedge-fund-style tactics, supporting complex and cross-border investment needs.

Trocon Reffell is a CFP® professional with 18 years of industry experience, currently serving at Branson Fowkes Russell Inc. in Houston, TX, where he has worked since 2010. In addition to his advisory role, he is involved in tax preparation through his partnerships with Affordable Tax Services and Reffell & Toh Tax Services LLP, and he serves on the board of directors for Harris County Municipal Utility District No. 25. Branson Fowkes Russell Inc. provides personalized investment advisory and financial planning services to high-net-worth individuals, trusts, pension plans, charitable organizations, and medium-sized businesses. The firm’s investment approach centers on multi-level diversification and strategic asset allocation, with capabilities that include hedge-fund-style strategies and cross-border investments, supported by a small direct client base and a credentialed advisory team.

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.