Dynasty Financial Partners has partnered with Mosaic Family Wealth, the most recent independent investment advisory firm to leverage Dynasty Financial Partners’ platform of integrated wealth management services and technology.
Mosaic Family Wealth is an $800m independent advisory firm founded by Scott Highmark and Larry Shikles, both former senior vice presidents at Morgan Stanley Wealth Management.
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Joining Highmark and Shikles at Mosaic Family Wealth are Jim Steiner, (senior wealth advisor), Missy Brown (director, private client services), Barbi Charleville (director, operations and compliance), Shannon Fowler (financial planning associate), Darlene Smith (portfolio management associate) and Gail Wild (senior client operations associate)- all previously worked together at Morgan Stanley Wealth Management.
Highmark said, "At Mosaic Family Wealth, we are transforming an established wealth management and investment advisory practice into an independent firm with greater transparency and expanded capabilities for our clients. Our clients are leaders in the business community and civic life of St. Louis and have spent their careers as entrepreneurs, executives and business owners. We share that entrepreneurial spirit and are now well-positioned to help them achieve their long-term potential."
As independent financial advisors, Mosaic Family Wealth offers open architecture to its clients with a disciplined investment process. Mosaic specializes in providing custom financial solutions and wealth counseling for entrepreneurs and their families.
Through Mosaic Institutional Wealth, the firm serves corporations, foundations, pension plans and endowments. Mosaic provides integrated financial guidance for investments, business interests, trust and estate planning, insurance, philanthropic efforts, credit solutions and succession planning.
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By GlobalDataScott Highmark has over 19 years of experience in the financial services industry. He is a former senior vice president and family wealth director at Morgan Stanley Wealth Management.He joined Morgan Stanley in 2006.
Prior to that, he was vice president-wealth management at A.G. Edwards & Sons from 1996-2006.
With more than 21 years of senior leadership in wealth management, Larry Shikles joins Mosaic from Morgan Stanley Wealth Management where he was a Senior Vice President. He is a graduate of Tarkeo College with a Business Administration degree, and lives in St. Louis.
Dynasty partner and director of network development Tim Bello said, "Scott and Larry have a significant presence in the St. Louis community. They have a deep commitment to the local market and have forged strong ties with successful entrepreneurs and executives."
Dynasty Financial Partners CEO Shirl Penney added, "At Dynasty, we have noticed a trend toward significantly larger advisory teams choosing independence in order to best serve their clients. Scott, Larry and the team have experienced tremendous success and are highly regarded in the St. Louis community. We are pleased to welcome Mosaic Family Wealth to Dynasty’s Network of Advisors."
Mosaic will leverage Dynasty’s innovative and award winning integrated platform of wealth management services.
These services will include Dynasty’s CORE services of integrated back and middle office operations and technology support and service.
They will also leverage Dynasty’s investment offerings including Dynasty’s turnkey asset management platform that includes institutional SMA research, cutting-edge UMA capabilities and robust access to alternative investment solutions.
In addition, Mosaic will benefit from access to Dynasty’s open architecture approach on capital markets, investment banking, insurance, and lending solutions for their high net worth and institutional clients.
Mosaic has selected Fidelity Investments as their primary custodian.
