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 are not in the business of managing clients “play money” – the money they can risk, the money they can lose. We manage their “real money” – the money they need for their family, for their retirement, for their heirs and for their true wealth and 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.*
Approach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Location
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: ND, AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, LA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY; 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: WI, AL, WY, MS, MI, MD, IN, GA, DE, NM, NJ, LA, KS, VA, UT, SC, NE, CA, TX, MO, IL, PA, NH, CT, CO, OR, NY, AZ, AR, WA, MT, FL, OK, NV, NC; 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: CO, WY, UT, NY, MO, DE, TX, MT, CT, CA, VA, OR, AR, AL, SC, NV, NC, KS, FL, AZ, WI, MI, NM, NJ, LA, WA, OK, MS, MD, IL, GA, PA, NH, NE, IN; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282416
NMLS#: 1282416
About Julie Fielder
Julie Fielder supports The Condon Group at Morgan Stanley's advisors and clients by managing all administrative functions. With over two decades of financial services experience, Julie's organization and attention to detail contribute to her ability to oversee the day-to-day functions of the office, making her a valuable asset for clients, Financial Advisors and the team as a whole. Julie joined Morgan Stanley shortly after earning her Bachelor's degree in Finance from the University of Houston. In her free time, Julie enjoys camping, scrapbooking and cooking.
About Lindsey Shiflett
Lindsey Shiflett supports the team's advisors and clients by focusing on manager selection review, risk/return analysis and asset allocation recommendations. She also does the initial financial planning for clients and is in charge of ongoing monitoring. Lindsey's interest in Finance developed at Houston Baptist University, where she earned Bachelor's degrees in Business Administration and Finance. Shortly after receiving her degrees, Lindsey joined Morgan Stanley and has been working with the Condon Group for 10 years. Since that time, she has been working to provide top-notch analysis and ensure efficient performance within the firm.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.
Contact Patrick S Condon
Contact Mark M Fournier
Contact Matthew Savard
Wealth Management
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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.
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
Ready to start a conversation? Contact The Condon Group 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.
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)
