Missy Brown

Director of Advisory Services, Principal Senior Wealth Advisor at Mosaic Family Wealth LLC

Missy Brown

Missy Brown

Director of Advisory Services, Principal Senior Wealth Advisor at Mosaic Family Wealth LLC

Biography

Missy Brown, CFP®

Director of Advisory Services, Principal
Senior Wealth Advisor

“I rejoice in life for its own sake. Life is no brief candle to me. It’s a sort of splendid torch which I’ve got hold of for the moment and I want to make it burn as brightly as possible before handing it on to future generations.” — George Bernard Shaw

Missy oversees the firm’s retirement, estate, tax and financial planning services. As a CERTIFIED FINANCIAL PLANNER™ and a Senior Family Wealth Coach, she serves high net worth families, helping them strategize and develop consensus around any situation involving a dollar sign.

Her 19 years of financial services industry experience include key leadership and relationship management positions at Morgan Stanley Wealth Management and A.G. Edwards & Sons. Missy’s experience in the industry has taught her that wealth management can often be intimidating and complex. She strives to take on the role of teacher and coach, intimately learning about these complicated topics and presenting them to her clients with clarity to help ease their financial anxieties.

Missy says the highlight of working at Mosaic is the team mentality — “when you commit to a common goal, and work tirelessly for your teammates, nothing is more rewarding than achieving and celebrating success.” Her proudest accomplishment to date is being a part of the Mosaic leadership team. They have worked tirelessly to build the firm into something different, yet better for their clients. She is excited to go to work each day and continue working to bring their vision to fruition.

Missy graduated summa cum laude from Fontbonne University with a Bachelor of Arts in Communications and a Masters in Communications from Lindenwood University. She lives in St. Peters with the rest of “Team Brown” — her husband Ben and their three children; Mia, Macy and Cooper. She was a collegiate soccer player and continues to enjoy all sports, coaching her children’s teams while serving on their school’s board.

Overview
RelSci Relationships

16

Number of Awards

1

Interests

Sports, Soccer

Contact Data
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Relationships
RelSci Relationships are individuals Missy Brown likely has professional access to. A relationship does not necessarily indicate a personal connection.

Relationship likelihood: Strong

Founder at Mosaic Family Wealth LLC

Relationship likelihood: Strong

Founder at Mosaic Family Wealth LLC

Relationship likelihood: Strong

Director of Operations & Compliance at Mosaic Family Wealth LLC

Relationship likelihood: Strong

President/Chief Compliance Officer at PKS Advisory Services LLC

Relationship likelihood: Strong

Operations & Compliance Leader at Mosaic Family Wealth LLC

Relationship likelihood: Strong

Managing Director, Denver at Mosaic Family Wealth LLC

Relationship likelihood: Strong

Director of Operations & Compliance at Mosaic Family Wealth LLC

Relationship likelihood: Strong

Senior Relationship Manager at Mosaic Family Wealth LLC

Relationship likelihood: Average

Advisor at Stadia Ventures LLC

Relationship likelihood: Average

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You
Missy Brown
Director of Advisory Services, Principal Senior Wealth Advisor at Mosaic Family Wealth LLC
Education
Bachelor of Arts in Communications

FONTBONNE UNIVERSITY IS A COEDUCATIONAL INSTITUTION OF HIGHER LEARNING THAT SEEKS TO EDUCATE STUDENTS TO THINK CRITICALLY, TO ACT ETHICALLY AND TO ASSUME RESPONSIBILITY AS CITIZENS AND LEADERS.

Masters in Communications

REAL EXPERIENCE. REAL SUCCESS.ENHANCING LIVES THROUGH QUALITY EDUCATION AND PROFESSIONAL PREPARATORY EXPERIENCES.

Career History
Director of Advisory Services, Principal Senior Wealth Advisor
Current

Mosaic Family Wealth LLC is a private company headquartered in St. Louis, MO, that provides investment advice. It was founded in 2015 by Larry Keith Shikles and Duncan Scott Highmark. Duncan Scott Highmark has been the CEO since that date.

Professional
Prior

Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is a joint venture between Morgan Stanley and Citigroup.

Professional
Prior

A.G. Edwards & Sons, Inc. is a full-service brokerage firm. A.G. Edwards equity research team covers a wide range of industries including: consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, material, telecommunication services and utilities. They also provide fixed-income research in the utility, auto, banking and finance, and telecom industries.A.G. Edwards was founded in 1887 by General Albert Gallatin Edwards and his son Benjamin Franklin Edwards. They are a broker/dealer subsidiary of A.G. Edwards, Inc. They are a member of the SIPC.

Awards & Honors
CFP (Certified Financial Planner)
Other Affiliations
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