Larry Shikles
Western Kentucky University
Tell me more about Larry Shikles?
Larry Shikles is a highly experienced portfolio manager with over 30 years of work experience. He specializes in investments, portfolio management, wealth management, finance, and valuation. Based in Ballwin, Missouri, Larry is known for creating customized investment management strategies that align with client ambitions, lifestyle expectations, cash flow needs, and desires for their families. He has worked at Morgan Stanley as a Financial Advisor and has experience in various roles, including Senior Wealth Advisor and Senior Vice President. Larry is also a sports enthusiast and enjoys golfing and coaching his children's sports teams.
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About
As a lifelong athlete with a passion for competition, I like nothing better than to build winning portfolios for clients. As an experienced portfolio manager who creates customized investment management strategies, my goal is to help build portfolios that reflect each client’s ambitions, lifestyle expectations, cash flow needs and desires for their family. My specialties – and primary focus at the firm – are equity research, portfolio investment analysis and strategic counseling for clients.I joined Morgan Stanley in 1994 as a Financial Advisor following a nine-year career in professional baseball. As a right-handed pitcher, I worked my way up through the Boston Red Sox farm system and spent four years with the AAA Pawtucket Red Sox.I was a Sun Belt All Conference Athlete while attending Western Kentucky University, and earned a degree in business. I now live with my wife Jeannine, son Zachary, and daughter Alyssa in Ballwin. I am a sports enthusiast and enjoy golfing and coaching my children’s sports teams. I serve in several volunteer organizations including Fellowship of Christian Athletes, Ministries at Work, and Crown Financial Ministries.
...See MoreWork Experience
Senior Wealth Advisor Principal
Financial Services
Larry Shikles's Professional Milestones
- Senior Vice President | Senior Portfolio Manager (1993-01-01~2015-02-01): Expanding global portfolio profitability by implementing strategic investment initiatives.
- Senior Wealth Advisor Principal (2015-02-01~2021-01-01): Implementing strategic financial planning and strategies to optimize client wealth management and financial performance.
Education
Business,
Bachelors,
Bachelor Of Science
1983-01-01-1985-01-01Skill
Investments
Portfolio Management
Wealth Management
Finance
Valuation
Business Strategy
Asset Allocation
Leadership
Management
Coaching
Retirement Planning
Financial Advisory
Investment Advisory
Strategic Planning
Strategy
Series 7
Certification
Colleagues
Steve Rotello
principal director denver office - mosaic family wealth
Tyler Campo
managing director at mosaic family wealth
John Fischer, CFA®, CFP®
chief investment officer | portfolio management | market strategist | lifelong learner
Missy Brown
Director Of Advisory Services | Senior Wealth Coach
steve rotello
Managing Director
Other Named Larry Shikles
Frequently asked questions
We found 2 Larry Shikles's email addresses
We found 3 Larry Shikles's phone numbers
Larry Shikles works for Mosaic Family Wealth
Larry Shikles's role in Mosaic Family Wealth is Senior Wealth Advisor Principal
Larry Shikles works in the industry of Financial Services
Larry Shikles's colleagues are Steve Rotello,Tyler Campo,John Fischer, CFA®, CFP®
Larry Shikles's latest job experience is Senior Wealth Advisor Principal at Mosaic Family Wealth
Larry Shikles's latest education in Western Kentucky University