Patrick Evans, CFP®
First Vice President,
Financial Advisor,
Workplace Advisor - Equity Compensation
Direct:
(713) 993-2725(713) 993-2725
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: OH, AZ, MA, CO, CA, IN, VA, LA, AR, DE, VT, UT, TX, PA, OR, NY, NC, FL, MT, IL, DC, CT, NM, KS, ME, MD, WA, OK; General Securities Representative; Investment Advisor Representative
NMLS#: 1692136
NMLS#: 1692136
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You
I believe that charting a clear course to financial success begins with understanding your values, priorities, and aspirations. Together, we will define what is most important to you and your family and then develop the strategies to help get you there with a customized financial plan focused on you. Through each step, I will provide objective advice and investment insights to construct a plan that is personalized to your needs and goals. Below is a step by step process I use to make sure each of my clients gets the care they deserve.
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf
Step 1: Get to Know Each Other
• Listen carefully to understand what is important to you, your family, and your legacy
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
• Identify circumstances unique to your personal situation
• Clearly establish your financial and personal goals
Step 2: Assess Your Finances
• Gather important data, documents, and financial statements
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
• Review the information collected to insure the data is accurate
• Analyze your current investment and cash management strategies
Step 3: Develop Your Plan
• Develop your personalized plan using proprietary tools and insights from Morgan Stanley
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
• Integrate any real estate and private investments into your overall strategy
• Incorporate insurance and estate planning strategies
• Present our recommendations along with key action steps
• Coordinate strategies with your CPA and estate attorney if applicable
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Step 4: Implement
• Prioritize activities and establish timelines
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
• Set up tools to provide convenient access to your accounts
• Prepare and complete necessary paperwork
• Provide ongoing updates to help ensure your plan is implemented as expected
Step 5: Deliver Ongoing Service
• Schedule regular calls and meetings to monitor progress towards your goals
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
• Apply a strict due diligence process to evaluate investment performance
• Determine if any adjustments are needed, since personal goals and market conditions can change over time
Real Advice for Each Client's Situation
As part of the Waterwall Group at Morgan Stanley, I work with a large demographic of individuals and families from all over the country helping guide them through the financial planning process. Below are some of the types of clients I have dedicated my career to servicing:
• Senior corporate executives and directors
• Successful business owners and entrepreneurs
• Ultra-High Net Worth families looking to leave a lasting legacy transcending generations
• Individuals who have achieved considerable financial success and require assistance dealing with the complexities that come with this level of wealth
• Senior corporate executives and directors
• Successful business owners and entrepreneurs
• Ultra-High Net Worth families looking to leave a lasting legacy transcending generations
• Individuals who have achieved considerable financial success and require assistance dealing with the complexities that come with this level of wealth
Services I Offer
- Comprehensive Financial Planning
- Tax Efficient Investing Strategies
- Risk Management and Insurance
- Private Banking Services
- Estate and Trust Planning Strategies
Helping You Leave a Legacy that Transcends Generations
Managing your family’s wealth is about so much more than simply attaining a desired return. At the Waterwall Group at Morgan Stanley we work with our clients and their families to plan for both the present and the future. Our goal is to get all generations involved and set out a plan so that your hard earned wealth transcends generations and lasts long after you are gone. We will set up a strategy to help make sure your children and grandchildren are taken care of. Whether this involves estate planning strategies, insurance planning, or just taking a much longer term view on your investment horizon, the Waterwall Group is here to guide you through this complicated process.
How I Help
- Creating a Comprehensive Financial Plan
- Long Term Investment Solutions
- Getting Your Heirs Involved
- College and Education Planning
- Insurance Planning
- Estate Planning Strategies
- Gifting Strategies
- Charitable Giving Strategies
- Cash Management
- Collaborating With Your Other Advisors
Location
2800 Post Oak Blvd 18th
Fl
Houston, TX 77056
US
Direct:
(713) 993-2725(713) 993-2725
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Patrick Evans today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
