People Moves

New MFO Mosaic Family Wealth Is Launched Via Dynasty

Eliane Chavagnon Editor - Family Wealth Report February 24, 2015

New MFO Mosaic Family Wealth Is Launched Via Dynasty

Mosaic provides financial guidance for investments, business interests, trust and estate planning, insurance, philanthropic efforts, credit solutions and succession planning.

Mosaic Family Wealth, an $800 million independent advisory firm, has launched through Dynasty Financial Partners by two former Morgan Stanley Wealth Management executives and their team.

Joining Mosaic's founders, Scott Highmark and Larry Shikles, are: Jim Steiner, senior wealth advisor; Missy Brown, director of private client services; Barbi Charleville, director of operations and compliance; Shannon Fowler, financial planning associate; Darlene Smith, portfolio management associate; and Gail Wild, senior client operations associate.

St Louis, MO-based Mosaic Family Wealth specializes in providing financial solutions and wealth counseling for entrepreneurs and their families. Through Mosaic Institutional Wealth, it serves corporations, foundations, pension plans and endowments.

Highmark was latterly senior vice president and family wealth director at Morgan Stanley Wealth Management and before that a vice president of wealth management at A G Edwards & Sons. Shikles was formerly a senior vice president at Morgan Stanley Wealth Management.

Dynasty Financial Partners is an integrated wealth management platform service provider.

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