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 just manage money; we help steward the wealth that families rely on across generations. Whether it's planning for retirement, preserving a legacy, or ensuring long-term security, we're here to help you build a financial future that lasts well beyond today. Your family's tomorrow is our priority.
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
Since earning a Bachelor of Accountancy and Taxation degree from the University of Houston in 1984 and becoming a Certified Financial Planner in 2010, Pat has devoted his career to guiding families through the complexities of wealth management. Starting out at Kidder, Peabody & Co. and later joining Smith Barney—now Morgan Stanley—Pat has become an experienced advisor with a special focus on holistic financial strategies.
In his role, Pat emphasizes not just the numbers, but the long-term journey of intergenerational wealth transfer. From crafting customized investment and income plans to managing investments for family limited partnerships, trusts, and estates, Pat is committed to building financial futures that helps prepare not just today’s, but tomorrow’s generations as well.
A proud father of two daughters, Siena (Warren) and Aubrey, Pat grew up in Clear Lake City, Texas, and now resides in Houston. Outside of work, he is an avid outdoors enthusiast who enjoys hunting, hiking, mountain climbing, traveling, and cooking—bringing the same dedication to these passions as he does to each client's financial well-being.
In his role, Pat emphasizes not just the numbers, but the long-term journey of intergenerational wealth transfer. From crafting customized investment and income plans to managing investments for family limited partnerships, trusts, and estates, Pat is committed to building financial futures that helps prepare not just today’s, but tomorrow’s generations as well.
A proud father of two daughters, Siena (Warren) and Aubrey, Pat grew up in Clear Lake City, Texas, and now resides in Houston. Outside of work, he is an avid outdoors enthusiast who enjoys hunting, hiking, mountain climbing, traveling, and cooking—bringing the same dedication to these passions as he does to each client's financial well-being.
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
Mark M. Fournier brings decades of experience and a global perspective to wealth management. A Certified Financial Planner™ with a BA in Political Science from Southern Methodist University and a Master’s in International Affairs from Columbia University, Mark joined Smith Barney—now Morgan Stanley—in 1997. His earlier career included senior sales and regional roles with Seagram Distillers (1980–1984) and Montres Rolex (1984–1997), where he developed a deep understanding of relationship management, brand trust, and long-term value.
Today, Mark focuses on helping families preserve and transition wealth across generations, with an emphasis on practical strategies that align investment planning with real-life legacies. His approach is rooted in both financial discipline and personal connection—reflecting a deep commitment to stewardship and stability. In addition, Mark helps clients utilize donor-advised funds and other charitable giving strategies as part of their intergenerational wealth planning.
Raised in Dallas and now based in Houston, Mark and his wife Dawn have two adult children, Whitney (Alex) and Andy. Outside of work, he is a longtime contributor to the U.S. soccer community as a referee, instructor, and assessor for the United States Soccer Federation, and he remains active with the South Texas Youth Soccer Association and the South Texas Soccer Referee Discipline and Penalty Committees.
Today, Mark focuses on helping families preserve and transition wealth across generations, with an emphasis on practical strategies that align investment planning with real-life legacies. His approach is rooted in both financial discipline and personal connection—reflecting a deep commitment to stewardship and stability. In addition, Mark helps clients utilize donor-advised funds and other charitable giving strategies as part of their intergenerational wealth planning.
Raised in Dallas and now based in Houston, Mark and his wife Dawn have two adult children, Whitney (Alex) and Andy. Outside of work, he is a longtime contributor to the U.S. soccer community as a referee, instructor, and assessor for the United States Soccer Federation, and he remains active with the South Texas Youth Soccer Association and the South Texas Soccer Referee Discipline and Penalty Committees.
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 brings nearly two decades of experience in helping families plan for lasting financial security across generations. After earning a B.S. in Finance from Trinity University in 2004, he completed his MBA at the Bauer School of Business at the University of Houston in 2010. In April 2025, Matt earned the Certified Financial Planner™ (CFP®) designation, further deepening his ability to guide clients through the complexities of wealth management.
He began his career in 2005 at Citi Smith Barney as a Stock Plan Administrator, later entering the Financial Advisor Associate (FAA) program in 2011. Since becoming a Financial Advisor in 2014, Matt has built a growing practice at Morgan Stanley, focusing on equity compensation, retirement strategies, and intergenerational wealth transfer. He also leads outreach efforts to engage and educate the second and third generations of our clients’ families—helping to ensure a seamless and informed transition of wealth and values.
Originally from Katy, Texas, Matt now lives in Houston’s Spring Branch neighborhood with his wife Sarah, and their two children, Logan and Jackson. Outside of work, he enjoys hunting, fishing, skiing, golf, and pickleball, and finds joy in coaching his kids’ sports teams and traveling with his family.
He began his career in 2005 at Citi Smith Barney as a Stock Plan Administrator, later entering the Financial Advisor Associate (FAA) program in 2011. Since becoming a Financial Advisor in 2014, Matt has built a growing practice at Morgan Stanley, focusing on equity compensation, retirement strategies, and intergenerational wealth transfer. He also leads outreach efforts to engage and educate the second and third generations of our clients’ families—helping to ensure a seamless and informed transition of wealth and values.
Originally from Katy, Texas, Matt now lives in Houston’s Spring Branch neighborhood with his wife Sarah, and their two children, Logan and Jackson. Outside of work, he enjoys hunting, fishing, skiing, golf, and pickleball, and finds joy in coaching his kids’ sports teams and traveling with his family.
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
With over 30 years of experience in financial services, Julie Fielder is a cornerstone of our client administration team. She facilitates client onboarding, handling income distributions from Family Limited Partnerships, trusts, IRAs and investment accounts, wire transfers, charitable IRA distributions and managing tax reporting. Julie is also the go-to person for assisting clients with Morgan Stanley’s online and mobile applications.
A proud graduate of the University of Houston–Downtown, she completed her Bachelor of Finance degree in 2000 through evening and weekend classes while working full-time in the industry, underscoring her drive, discipline, and commitment to professional excellence.
Julie and her husband Tracy live in Houston with their son, Austen. She enjoys volunteering at her church, giving time to the Houston Food Bank, and spending her free hours gardening, camping, and enjoying the outdoors with her family.
A proud graduate of the University of Houston–Downtown, she completed her Bachelor of Finance degree in 2000 through evening and weekend classes while working full-time in the industry, underscoring her drive, discipline, and commitment to professional excellence.
Julie and her husband Tracy live in Houston with their son, Austen. She enjoys volunteering at her church, giving time to the Houston Food Bank, and spending her free hours gardening, camping, and enjoying the outdoors 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 by providing portfolio analysis, investment due diligence, asset allocation strategies, financial planning, and performance reporting. Lindsey also serves as a key client contact, helping coordinate and schedule portfolio reviews.
Lindsey and her husband Byron live in Angleton, Texas with their beloved pets. Outside of work, she enjoys hiking, hunting, fishing, gardening and logging miles on her Peloton bike.
Dedicated both professionally and personally, Lindsey brings a deep commitment to excellence and service to every client interaction.
Lindsey and her husband Byron live in Angleton, Texas with their beloved pets. Outside of work, she enjoys hiking, hunting, fishing, gardening and logging miles on her Peloton bike.
Dedicated both professionally and personally, Lindsey brings a deep commitment to excellence and service to every client interaction.
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CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
