This $1.3 billion top financial advisor is moving cautiously in 2019 and expects new lows in the market:
Devin Condron, private wealth advisor and managing director of wealth management on The Condron Team.As a long-serving financial advisor for nearly 20 years, Devin Condron and his team familiarize themselves with their clients’ entire families.
After graduating from the Carroll School of Management at Boston College in 1996, Condron cut his teeth at Smith Barney in New York on its capital markets team managing equities such as options. He later joined Morgan Stanley’s private wealth management training program in 2000. "We had a client pass away and saw the value we could provide to the family in terms of continuity and understanding the full estate picture," said Condron."We worked closely with the client's other advisors to provide comfort and certainty to the family during a period of emotional stress and sadness. It was because we had already developed relationships with the family that we were able to be so effective at a critical moment for their family.
Out of the $1.3 billion assets The Condron Team has, Condron actively manages $750 million of it. He says his client retention rate remains “fairly high."
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