Patrick S Condon, CFP®
Executive Director, Financial Advisor, Portfolio Manager
Phone:
(713) 658-2750(713) 658-2750
The Condon Group at Morgan Stanley
Direct:
(713) 658-2750(713) 658-2750
Our Mission Statement
We don't manage your play money, we help you manage real money. The money that families rely on for their future, retirement, legacy and lasting financial security.
Welcome
As Morgan Stanley Financial Advisors, we have the experience, resources and commitment to help you and your family address the complex, multifaceted challenges of managing significant wealth. We take a holistic approach that is grounded in investment strategy, but covers virtually every aspect of your financial life: risk management, liabilities, trusts and estate structures and even family dynamics and lifestyle management issues. Our goal is to help preserve and grow your financial, family and social capital so that it can have the greatest positive impact today and for generations to come.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
We look forward to learning more about you and your family, and discussing the resources we can place at your disposal.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
CERTIFIED FINANCIAL PLANNER
Individuals certified by the CFP® Board have taken the extra step to demonstrate commitment and professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. These four cornerstones set the foundation for the CFP® professional's ability in helping clients achieve their goals. The Condon Group is unique in that all of our advisors hold the CFP® designation. Our diverse skillsets can help clients navigate the complicated financial factors in their life. See below for more information about the CFP designation and how we can help.
Education
The CFP® professional must develop theoretical and practical financial planning knowledge by completing 2 to 3 years of comprehensive coursework at an institution of higher learning approved by the CFP® Board. Once obtaining the CFP® trademark, their education does not stop, as continued education is part of the recertification process.
Examination
The CFP® professional must pass the 7 hour comprehensive Certification Exam, which tests abilities to apply financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience
All CFP® professionals are required to complete several years of experience related to financial planning services prior to earning the right to use the CFP® trademarks.
Ethics
The CFP® professional is obligated to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outline in the CFP® Board's Code of Ethics. The Rules of Conduct require the CFP® professional to put the client's interest first at all times.
A Financial Plan Made for You
Regardless of what stage your life is in - moving ahead in your career, enjoying retirement, or somewhere in between - as your Financial Advisor, I can help you achieve your financial goals.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
Having a plan in place allows you to adjust confidently, not react blindly. with a well structured plan, you gain more than just direction -you gain peace of mind.
Using a suite of tools that includes goal-specific analysis, we can work with you to create a realistic, holistic strategy that integrates the various aspects of your financial life, including your investments and cash management needs.
Having a plan in place allows you to adjust confidently, not react blindly. with a well structured plan, you gain more than just direction -you gain peace of mind.
Managing Investments
I take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Retirement Planning
Leading up to and through retirement, The Condon Group helps you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Multi-Generational Families
We take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Manage Debt
We thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Estate Planning
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. We regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Tax Efficient Investing
The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.
Learn MoreLocation
717 Texas Avenue
Suite 3050
Houston, TX 77002
US
Direct:
(713) 658-2750(713) 658-2750
Meet The Condon Group
Mark M Fournier, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Senior Investment Management Consultant
Phone:
(713) 658-2713(713) 658-2713
Phone:
(713) 658-2768(713) 658-2768
Julie Fielder
Wealth Management Associate, Vice President
Phone:
(713) 658-2781(713) 658-2781
Lindsey Shiflett
Consulting Group Analyst, Vice President
Phone:
(713) 658-2732(713) 658-2732
About Patrick S Condon
Drawing on over 37 years of experience, Pat Condon, Executive Director and Portfolio Manager, is primarily responsible for asset management and managing client relationships. He helps create customized investment & income strategies related to Family Limited Partnerships, Trusts and Estate relationships. He is dedicated to ensuring successful client relations and his responsibilities are met with a high level of service.
Pat graduated from the University of Houston with a bachelor’s degree in accountancy and taxation and furthered his education by earning the Certified Financial Planner™ designation from the College for Financial Planning. His certification creates an ethical duty to care for his clients’ investments and to deliver appropriate financial planning advice. (Pat does not offer accounting or tax advise in his current role with Morgan Stanley.)
Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Pat graduated from the University of Houston with a bachelor’s degree in accountancy and taxation and furthered his education by earning the Certified Financial Planner™ designation from the College for Financial Planning. His certification creates an ethical duty to care for his clients’ investments and to deliver appropriate financial planning advice. (Pat does not offer accounting or tax advise in his current role with Morgan Stanley.)
Morgan Stanley Smith Barney LLC does not accept appointments, nor will it act as a trustee but it will provide access to trust services through an appropriate third‐party corporate trustee.
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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: RI, AL, PA, OH, MN, NJ, MI, MD, IL, GA, FL, CA, AR, UT, NC, ID, SD, ND, KS, IN, HI, AZ, NV, NM, NH, AK, WI, TN, CT, WY, NY, MT, MO, LA, DE, OR, OK, NE, MS, DC, CO, WA, VA, TX, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282888
NMLS#: 1282888
About Mark M Fournier
A member of the Morgan Stanley Condon Group team for over 20 years, Mark Fournier, Senior Vice President and Financial Advisor, focuses on comprehensive wealth management and financial planning for individual clients and families. He works diligently to create plans tailored to the specific needs of clients, many of which consider cash flows in retirement, financing college education and estate planning strategies.
Mark received a bachelor’s degree in political science from Southern Methodist University, and a master’s degree in international affairs from Columbia University.
He holds various professional licenses and designations, including the Certified Financial Planner™ designation.
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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Mark received a bachelor’s degree in political science from Southern Methodist University, and a master’s degree in international affairs from Columbia University.
He holds various professional licenses and designations, including the Certified Financial Planner™ designation.
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.
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. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Smith Barney LLC. Member SIPC.
Securities Agent: DE, NM, NJ, LA, KS, VA, UT, ID, OR, NY, AZ, AR, WA, MT, FL, SC, NE, CA, OK, NV, NC, AL, TX, MO, IL, PA, NH, CT, CO, WY, WI, MS, MI, MD, IN, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1270138
NMLS#: 1270138
About Matthew Savard
Matt has been with Morgan Stanley since 2005 and joined the Condon Group in 2011. He works with employee equity compensation participants, guiding clients through the planning process, and establishing actively managed solutions for long-term goals. As your Financial Advisor, he can help you define and meet your investment goals by delivering a vast array of resources to you that is most appropriate. As your Financial Advisor, Matt can help you grow and preserve your wealth. Matt works alongside seasoned and respected investment professionals and together, the team offers a premier trading and execution platform and a full spectrum of investment choices to meet your needs.
Matt graduated from Trinity University in San Antonio, TX with a B.S. in Finance and received his MBA from the University of Houston, Bauer School of Business in 2010. Matt, his wife Sarah, and two children live in Houston, TX.
Matt graduated from Trinity University in San Antonio, TX with a B.S. in Finance and received his MBA from the University of Houston, Bauer School of Business in 2010. Matt, his wife Sarah, and two children live in Houston, TX.
Securities Agent: GA, CO, MO, DE, TX, MT, CT, CA, VA, OR, AR, AL, WY, UT, NY, ID, SC, NV, NC, KS, FL, AZ, WI, MI, NM, NJ, LA, WA, OK, MS, MD, IL, PA, NH, NE, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282416
NMLS#: 1282416
About Julie Fielder
Julie Fielder brings more than two decades of experience to her role at Morgan Stanley, where she began her career in 1997, back when the firm was known as Salomon Smith Barney. Starting out as a stock plan professional and sales assistant before automation became standard, she has grown alongside the industry and the firm itself. Over the years, she has earned multiple industry licenses, including Series 7, 9, and 10, as well as Level 1 CEP, showcasing her deep knowledge and dedication to client service.
A Bachelor of Finance graduate from the University of Houston- Downtown, she completed her degree in 2000 through evening and weekend classes while working full-time in the industry. This achievement reflects her drive, discipline, and long-standing commitment to both personal growth and professional excellence.
A proud Houston native, she still lives within 10 miles of where she grew up. She and her husband , who coincidentally grew up nearby, have been married for 25 years and are raising their teenage son, Austen. Their family also includes Moses, a playful Boykin Spaniel.
Outside the office, Julie is actively involved in her church community, where she teaches Sunday School and finds great fulfillment in community service. She and her family regularly volunteer at the Houston Food Bank and are always seeking meaningful ways to share their time, talents, and resources. When she's not working or giving back, you'll likely find Julie gardening, scrapbooking, cooking, camping, enjoying the beach or simply spending time with her family
A Bachelor of Finance graduate from the University of Houston- Downtown, she completed her degree in 2000 through evening and weekend classes while working full-time in the industry. This achievement reflects her drive, discipline, and long-standing commitment to both personal growth and professional excellence.
A proud Houston native, she still lives within 10 miles of where she grew up. She and her husband , who coincidentally grew up nearby, have been married for 25 years and are raising their teenage son, Austen. Their family also includes Moses, a playful Boykin Spaniel.
Outside the office, Julie is actively involved in her church community, where she teaches Sunday School and finds great fulfillment in community service. She and her family regularly volunteer at the Houston Food Bank and are always seeking meaningful ways to share their time, talents, and resources. When she's not working or giving back, you'll likely find Julie gardening, scrapbooking, cooking, camping, enjoying the beach or simply spending time with her family
About Lindsey Shiflett
Lindsey Shiflett is a Consulting Group Analyst at Morgan Stanley, where she began her career in 2012 shortly after graduating Magna Cum Laude from Houston Christian University with a Bachelor of Business Administration in Finance. Since Joining the firm, she has supported a growing team of Financial Advisors, providing critical portfolio analysis, investment due diligence, asset allocation strategies, financial planning, and performance reporting. She also serves as a key point of contact for clients, helping coordinate and schedule portfolio reviews.
Born and raised in Arlington, Texas, Lindsey continues to live in the area with her husband of five years and their beloved pets. Outside of work, she enjoys an active outdoor lifestyle. From hiking in Oregon and working in her flowerbeds, to fishing in the Galveston Bay. When she's not outside, you'll often find her reading a good book or logging miles on her Peloton bike.
Dedicated both professionally and personally, Lindsey brings a deep commitment to excellence and service to every client interaction.
Born and raised in Arlington, Texas, Lindsey continues to live in the area with her husband of five years and their beloved pets. Outside of work, she enjoys an active outdoor lifestyle. From hiking in Oregon and working in her flowerbeds, to fishing in the Galveston Bay. When she's not outside, you'll often find her reading a good book or logging miles on her Peloton bike.
Dedicated both professionally and personally, Lindsey brings a deep commitment to excellence and service to every client interaction.
Contact Patrick S Condon
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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.
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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
1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
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)
