Meet Brannon Kroll, Senior Trust Investment Advisor at 1900 Wealth.
Brannon provides portfolio management services and financial advice to trusts
administered by Jefferson Bank. He also delivers custom investment solutions to
help clients navigate the investment landscape with confidence.
How long have you been in the financial industry?
I’ve been in the financial industry for 23 years.
What drew you to the industry and, more specifically, your role within the
industry?
A passion to help people with their financial needs. My father has been a banker for
53 years, and watching him serve his community inspired me to do the same. I
began as a banker and now work in the investment fiduciary industry. I was drawn
specifically to 1900 Wealth by the incredibly accomplished team and the opportunity
to serve our trust and fiduciary clients by shepherding their assets through turbulent
times with the long-term goal of sustaining wealth for generations to come.
What skills do you bring to your position and to servicing your clients?
I bring thoughtful commitment and serve clients with integrity, care, and
responsiveness. My background in banking gives me the ability to understand
financial trends and reporting. I apply those metrics in our market analysis, which
provides a valuable advantage.
What differentiates 1900 Wealth from your competitors?
What sets 1900 Wealth and Jefferson Bank apart is a long-standing history of
providing personalized, high-quality service. We are not only responsive but also
proactive in engaging with clients regardless of the economic environment. Another
key strength is our focus on relationships and collaboration with bank partners and
outside professionals such as CPAs, estate planning attorneys, and other centers of
influence. These partnerships help us enhance the overall client experience. We
believe that when the client experience is exceptional, 1900 Wealth and Jefferson
Bank will continue to thrive.
What current market trends are you seeing?
We are operating in a day-to-day environment with mixed signals from economic
data and frequent market volatility. One day may bring strong employment reports,
while the next may reflect signs of slowing growth. We avoid speculation and focus
on time-tested strategies that have proven effective through uncertain periods.
What do you enjoy most about working at 1900 Wealth?
I truly enjoy working with the 1900 Wealth team. The level of dedication and
collaboration across the organization is inspiring. I have always believed that culture
defines a company, and being part of a team with a strong, supportive culture is
incredibly rewarding.
What are some of your favorite local spots or activities in or around San Antonio?
I value spending quality time with my family and friends. Whether it is watching my
three sons play baseball, soccer, lacrosse, basketball, or football, I enjoy every
moment with them and my wife in the stands. We also love our annual beach trips,
time spent in the pool, and trying new restaurants around San Antonio, especially at
the Pearl. We are fortunate to live in a growing and vibrant community
