Trocon joined Branson, Fowlkes & Company, Inc. in 2009. Prior to joining Branson, Fowlkes & Company he was with, Ameriprise Financial, as an Associate and Advisor from 2005 to 2009. Trocon has demonstrated a wide range of competencies and is a key member of the firm. He works closely with the Principals in developing and implementing financial and investment planning strategies. Being a CFP® registrant shows the wide range of his skill set. He has been very instrumental in work on asset allocation, rebalancing strategies, and tactical investing.

Trocon Reffell
Associate
Branson, Fowlkes & Company
United States, Texas, Houston
About Me
Profile Information
Associate
Branson, Fowlkes & Company
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Houston
Texas
United States
Aug 13, 2024
Work Experience
Branson, Fowlkes & Company
Associate Nov 2009 - Present
Email: treffell@bransonfowlkes.com
More profiles to browse
Michael S. Bishop
Advisor, Retirement Planning, Financial Planning & Wealth Management
MS
Maco Stewart Fowlkes
Principal
Jay Branson
Principal & President
DJ
Dallas Jones
Associate
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth