The Noonan Capital Group at Morgan Stanley

For over a century, my family has been dedicated to helping clients achieve their financial goals, starting with my grandfather, Paul Noonan, in the early 1900s. My father, Patrick A. Noonan, a Yale graduate and US Navy Captain, joined the firm in 1952, instilling in me the core principle that guides our practice to this day: "We work for the client, the firm works for us." This client-first philosophy is the bedrock of everything we do.

My journey in finance began after a brief stint playing professional indoor soccer with the Phoenix Inferno in 1982. I joined the family firm, quickly earning my General Principal designation and managing critical aspects of our operations, including regulatory filings and early adoption of technology to manage client data. Witnessing the evolution of the financial landscape, I played a key role in navigating strategic transitions from Blunt Ellis & Loewi, Dean Witter, Smith Barney, Merrill Lynch, and ultimately returning to Morgan Stanley in 2024. These experiences provided invaluable insights into the complexities of the industry and the importance of adapting to change.

My specialization lies in corporate retirement solutions and institutional wealth management. As a Corporate Retirement Director at Morgan Stanley (a select designation held by only 2% of advisors) and a Governmental Entity Specialist, I possess the professional focus to guide organizations, from small businesses to large institutions with assets over $100 million, in developing and managing their retirement plans. I am passionate about helping clients and their workforce secure their financial futures, and I am committed to providing objective advice to help them manage their fiduciary responsibilities.

Central Illinois is more than just where I live; it's part of my heritage. My family's roots in this region date back to the Lincoln administration, with direct lineage to John Hay, a close confidant of President Lincoln. This deep understanding of the local community allows me to connect with clients on a personal level and we have built our practice by being a dedicated advisor to generations of Springfield area families, businesses, and healthcare organizations.

Outside of finance, I'm a dedicated family man, married to Michelle Noonan for 30 years, with five children. I’ve also been actively involved in the community, serving on the board of the Boys & Girls Club of Central Illinois, as Past President of the American Business Club, and Past 10-year President of the Panther Creek Homeowners Association. My passion for competition extends to coaching competitive soccer for 35 years and my own playing career where I made a Final Four appearance and was at one time ranked number 1. My creative side finds expression in music as a 34-year member of the international jazz group Dreaming in Colour, a Yamaha Drum Endorsing Artist, with multiple top 25 songs.

I'm a fourth-generation Financial Advisor and a proud member of The Noonan Capital Group at Morgan Stanley. Our team, with a legacy spanning over a century, is dedicated to serving a select group of affluent individuals, families, and institutions. We understand the complexities of significant wealth and offer a thoughtful, practical, and comprehensive approach to wealth management. We work with multiple generations of clients, helping them navigate their financial journeys within a framework that prioritizes their values and goals.

At The Noonan Capital Group, our core purpose is to educate, empower, and guide our clients, their families, and institutional workforces through every stage of their financial future. We work closely with them to determine their risk tolerance, time horizons, and liquidity needs. From this foundation, we establish a personalized wealth management strategy that is centered on their life priorities. We recognize that life is dynamic, and we are committed to helping our clients adapt their strategies to the inevitable changes they encounter.

I am highly trained in thorough and holistic financial planning and investment management. As a Certified Financial Planner and Certified Investment Management Analyst, I bring a deep level of professional focus in investment strategy, portfolio construction, and holistic financial planning. I deliver sophisticated, tax-efficient solutions tailored to the complex needs of our clients. I have a strong background in institutional consulting, as I advise businesses on optimizing their retirement plan offerings, enhancing participant outcomes, and navigating fiduciary responsibilities.

In addition to my work as a Financial Advisor, I am passionate about giving back to my local community. I graduated from Leadership Springfield, a premier program for leadership development designed to inspire, develop and connect leaders to serve the Springfield community. I also spearheaded the Sacred Heart-Griffin Young Alumni Association, and I am currently a member of the
St. John’s Hospital Foundation Leadership Council. Outside of my professional career, I enjoy staying active in various sports and exercise, spending time with family and friends, traveling, and enjoying good food.

I’m a results-driven financial advisor with 8 years of hands-on experience in guiding clients towards financial success. With a deep understanding of the intricacies of the financial markets and a keen eye for opportunity, I consistently help clients navigate the complexities of personal finance and investment management.

Having started my career at a small-town community bank, I quickly rose through the ranks due to my dedication, analytical skills, and commitment to client satisfaction. Over the years, I have developed my professional focus by crafting tailored financial strategies that align with clients' short-term needs and long-term aspirations.

My approach to financial advising, is marked by a holistic view of the clients' financial situation. I believe in building strong, lasting relationships based on trust, transparency, and open communication. By taking the time to understand my clients' unique circumstances, goals, and risk tolerances, I help ensure that my recommendations are well-suited to their individual needs.

In our family practice, I focus on retirement planning, portfolio management, risk assessment, and tax-efficient investing. I continually seek to expand my knowledge and skills through professional development opportunities, staying abreast of the latest trends and strategies in the ever-evolving financial landscape.

Outside of my professional endeavors, I’m a dedicated mentor to junior financial advisors, sharing my insights and experience to help them grow in their careers. I’m also actively involved in community initiatives focused on financial literacy and empowerment, recognizing the importance of education in promoting financial well-being. I also enjoy spending time with family, playing golf, and exploring new hiking trails with my Pembroke Welsh Corgi.