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Our People

One of the challenges that consumers of advice in financial services have is differentiating between those who are qualified and objective, and those who are not. The financial services industry comprises a wide range of service providers including, financial planners, fee based investment advisers, stock brokers, annuity sales people, commission oriented registered representatives, Life Insurance agents, etc. To the uninformed they may all seem the same, and in many cases they may also look the same. The Certified Financial Planner Board of Standards was established in 1985 to set standards for advisors in financial planning and create the CFP designation. The founders of our firm were awarded their CFP designations in 1987 and those standards inform all areas of our business.

 

The Principals of our firm are Certified Financial Planners which means they are bound by a Standard of Professional Conduct and give advice in the following areas 1.) cash flow analysis/planning and budgeting 2.)Insurance planning and risk management 3.)Employee benefits planning 4.) Investment planning 5.) Income tax planning 6.) Retirement planning 7.) Estate planning. Our Associates are specialists in one or more of the financial planning subject areas.

 

JAY W. BRANSON. CFP, ChFC | Principal

DALBAR Rating Program Participant *

Born 1956. 1987 to Present, Principal of Branson, Fowlkes & Company, Inc., and Branson, Fowlkes/Russell,Inc. 1984 - 1987 Cigna Financial Advisors, Financial Planner.

Certified Financial Planner, Chartered Financial Consultant and Registered Securities Principal through the Financial Industry Regulatory Authority (FINRA). Completed the College for Financial Planning Advanced Studies in Securities Due Diligence 1989. He is a former Instructor, University of Houston Continuing Education Department, Investments & Financial Planning. He was admitted to the Registry of Financial Planning Practitioners 1989.

Mr. Branson is actively supporting the community as a trustee of The Leukemia & Lymphoma Society Texas Gulf Coast Chapter, and teaches Elementary Sunday School at Unity Church of Christianity (Houston). He is an avid triathlete and triathlon coach with certifications from USA Triathlon (Level I), USA Cycling (Level III), and American Swimming Coaches Association (Level II).

jbranson@bransonfowlkes.com


MACO STEWART FOWLKES. CFP, ChFC, CLU, CAP | Principal

DALBAR Rating Program Participant *

Born 1956. Texas Tech University, Lubbock, Texas, B.A., 1978; American Graduate School of International Management, Phoenix, Arizona, M.B.A., 1979; University of Houston, Houston, Texas, P.L.M., 1983.

1987 to Present, Principal of The Branson, Fowlkes Companies, 1986 - 1987 Cigna Financial Advisors, Financial Planner, 1984 - 1986 Landata, Inc, Consultant, 1980 - 1984 Mesa Petroleum, Financial Analyst.

Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter and Chartered Advisor in Philanthropy. Member of the Financial Planning Association. Completed the College for Financial Planning Advanced Studies in Investment Strategies and Portfolio Management.

mfowlkes@bransonfowlkes.com


DALLAS JONES | Associate

Born 1961, United States Army Aviation 1984 to 1988; United States Military Academy West Point, NY 1983.

1/2004 to Present - Branson, Fowlkes & Company; 10/1992 to 1/2004 - Fidelity Investments; 01/1991 to 10/1992 - Houston Asset Management; 01/1988 to 01/1991 - Titan Value Equities Group.

djones@bransonfowlkes.com


MICHAEL S. BISHOP | Associate

Born 1958. Texas Tech University, Lubbock, Texas, B. B. A. Finance 1982.

Joined Branson Fowlkes & Company, Inc. in May 1999 specializing in advisory services to small business owners and business professionals. 1982-1987 Tenneco Oil Company, Administration; 1987-1989 Lone Star Steel, Sales; 1989-1995 Tenneco Gas, Purchasing Manager; 1995-1999 Principal of Alvarado Oil Company.

mbishop@bransonfowlkes.com


MARK E. WILSON | Associate

Born 1977. University of Houston - Clear Lake, Houston, Texas, M.B.A. Finance Concentration, 2006; B.S. Finance, 1999.

1999 to Present, The Branson, Fowlkes Companies, Associate; 1996 to 1999 Royal Alliance Associates, Inc., Associate.

General Securities Licensed

mwilson@bransonfowlkes.com


TROCON G. REFFELL | Associate

Born 1983. Duquesne University, Pittsburgh, Pennsylvania B.S. Finance, 2005.

2009 to Present, The Branson, Fowlkes Companies, Associate;

2007 to 2009, Ameriprise Financial, Associate;

2005 to 2009, Ameriprise Financial, Advisor

General Securities Licensed; Life, Accident, and Health Licensed

treffell@bransonfowlkes.com


ELEANOR LIPSEY | Memorial 1959-2010

Eleanor was a long term (20 year) beloved Associate of our firm. She had a 12 year battle with cancer and in March, 2010, God called her home.