ROBERT E. PEARY, IV
FOUNDING PARTNER/INVESTMENT ADVISOR
Robert E. Peary IV is one of five founding partners who formed Mosaic Wealth Solutions. He has been working in securities since 2000, and in the insurance industry since 1988. He provides personalized portfolio management primarily for retirees and business owners.
Before starting the firm, Robert had a distinguished career working for top financial banks and brokerages including Morgan Stanley, Dean Witter, UBS, Paine Webber and Oppenheimer. Part of the reason he wanted to start his own firm was so he could deliver a more personalized approach with concierge-level service and an unbiased approach to investment products and strategies.
"My mission is to help people pursue their dreams and live better lives. I feel I can do a better job of this by being independent of any bank or brokerage firm," Robert says. His personal style and approach is to be honest, dependable, disciplined, prudent and caring as he "shepherds you through the market, one trade at a time."
Robert has been married to his wife, Kathy since 1992. He is a past president of Little League, former elder of his non-denominational Christian church and a sports coach. Robert and Kathy have three grown sons and 2 grandchildren.