Broker Check
Trocon G. Reffell, CFP®

Trocon G. Reffell, CFP®


Born 1983 Rochester, New York. 

Duquesne University, Pittsburgh, Pennsylvania B.S. Finance, 2005. Rice University Certified Financial Planning Education Program 2019 (received CFP® designation) in 2019, General Securities Series 7 

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. 

When “Tro” is not at work you will find him and his wife, Katherine, enjoying their home in Cypress. Tro comes from an athletic background and attended Duquesne University on a Soccer scholarship. In 2001 his US Soccer club team from Houston won the US National Championship in the under-19 category. In addition to soccer and other sports he is an avid chess player. Tro’s family is very involved with a private school in Sierra Leone, (West Africa) called the J.T. Reffell Memorial French Friendship School (K-12). Tro’s father and aunts manage the operations of the school.