1900 Wealth
Michael Sierra, JD, CFP(r), currently serves as the Senior Vice President and Senior Investment Advisor at 1900 Wealth since March 2023. Prior to this role, Michael held the position of Senior Vice President at First Financial Trust & Asset Management Company from November 2019 to April 2023 and was the Vice President and Senior Trust Officer at Argent Trust Company from July 2012 to October 2019. Michael has also worked as an Associate Attorney at Osborne Helman Knebel & Deleery, LLP from 2009 to 2012 and at Ryan Sanders & Gluth, LLP from 2006 to 2009, specializing in estate planning, probate, trust administration, and charitable organizations. Michael holds a Doctor of Law (J.D.) from Texas Tech University School of Law, a Master of Science (M.S.) in Personal Financial Planning from Texas Tech University, and a Bachelor of Arts (B.A.) from Southwestern University.
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1900 Wealth
1900 Wealth Management is comprised of seasoned, highly experienced advisors with decades of combined experience in financial planning. Led by Todd Brockwell, we are successful in preserving and growing wealth because of our level and breadth of knowledge, our passion for our work, and our desire to deliver maximum results. 1900 Wealth is wholly owned by Jefferson Bank and remains independent, locally-owned and ideally structured for convenient, personalized service. Our services include Investment Management, Advisory Services Consulting, Family Education & Governance, Trust, Private Banking, Charitable Gifting, Oil & Gas Management and iDirect™ — our self-managed online portfolio.