Larry Shikles
Senior Wealth Advisor Principal@ Mosaic Family Wealth
Chesterfield, Missouri, United States
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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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Emails and Phone Numbers

@mosaicwealth.com
@mosaicwealth.com
+1 314941****
+1 720639****
+1 713966****
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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.

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Work Experience

1401 S Brentwood Drive , Saint Louis , MO, 63144, US

Financial Services

19
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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

Western Kentucky University
Western Kentucky University

Business,

Bachelors,

Bachelor Of Science

1983-01-01-1985-01-01