PROFESSIONAL PROFILE
The Condon Moore Team provides wealth management solutions to affluent individuals and families, corporate executives, business owners, and nonprofit organizations. Our team's approach is to carefully determine a client's investment goals and develop an asset allocation that is both prudent and appropriate given their investment objectives. We design customized portfolios of stocks, bonds, cash, and alternative investments.
The Condon Moore Team offers individualized wealth management services to assist clients in four main areas:
-Creating and growing wealth
-Protecting and preserving wealth
-Assessing the distribution of wealth during life
-Assessing the distribution of wealth at death
We are able to add value by serving as your family's trusted team of advisors. We work closely with your estate attorney, accountant, and other investment advisors to provide you with the most objective solutions on growing and preserving your wealth.
Mary Helen is a graduate of Clemson University. She has been with Merrill Lynch for 19 years. Mary Helen offers investment strategies, such as Positioning Fixed Income Portfolios, Insurance Solutions, Charitable Gifting Strategies for Individuals and Non Profit Organizations, and Portfolio Analysis and Construction. She serves as Co-CEO of the Merrill Lynch Women's Exchange for the Coastal SC Complex, a member of the Merrill Lynch Community Involvement Committee, and is a Merrill Lynch Peer to Peer Regional Faculty member. She is active in the community with involvement in the Junior League, SC Irish Society, Christ Our King Strategic Planning Committee, Bishop England High School Institutional Advancement Committee. She is also a member of The Center for Women, The Clemson Alumni Association, The University of Notre Dame Club, the Roper St. Francis Board of Visitors, and is a founding member of the Juliette Gordon Lowe Society of the Girl Scouts of the Carolina Lowcountry. She served on the Board of Hospice of Charleston for many years. She received the 2008 Influential Women in Business Award for the Charleston Regional Business Journal. Mary Helen is married to James Dodds Moore Sr., and they have four children: Jimmy Jr., Mary Harriet, Rhetta, and Molly.
Lynn Anne focuses on financial strategies for families. She assists clients in creating a savings and investment solutions to meet their goals such as retirement, college savings, and wealth transfer. Lynn Anne is very active in the Charleston community, having served as President of the Lowcountry’s Susan G. Komen for the Cure and Chairperson of Charleston Women in International Trade. She is a member of the Center for Women, The Optimist Club, and the Merrill Lynch Community Involvement Committee. Lynn Anne’s other impressive civic achievements include: 2010 Girl Scouts Woman of Distinction Award, “Forty Under 40” award by the Charleston Regional Business Journal, selected member of Leadership Charleston Class of 2004, and Leadership South Carolina Class of 2007. Lynn Anne’s education includes a Master of Science degree in Public Health from the University of South Carolina and a Bachelor of Arts degree in Psychology from Vanderbilt University. She also holds the Certified Investment Management Analyst designation. Lynn Anne resides in Charleston with her husband and has worked in the financial services industry since 2001.
Meka provides fundamental support in all phases of client relationship building which includes mortgages, miscellaneous lending, cash management, restricted stock transactions, private placements, and new issues. She also holds the Certified Special Needs Advisor designation. Meka has over 10 years experience in the financial services industry and has been an added value to Merrill Lynch. Meka majored in Marketing at Lander University and completed her studies as an understudy at Lorick Advertising Agency. She also scheduled commercials and shows for the UPN and WB affiliated Network. She is an active member of the National Council of Women’s Organization and the Merrill Lynch Women’s Professional Network.