Ann Y Fenwick, CFP®, MSFS

 Ann Y. Fenwick is CEO and founder of Mosaic Asset Partners, LLC. She specializes in wealth accumulation and preservation, concentrating on retirement and estate planning for high net worth individuals. Whether it is educational planning, trust and estate planning, tax strategies, or retirement planning, Ann works tirelessly for her clients’ financial well-being. Mosaic Asset Partners maintains strategic alliances with a network of professional resources to provide their clients with solutions to help attain their financial dreams.

Ann has more than 30 years’ experience in all aspects of financial planning. Before forming her own company, Ann directed the Equities Division of the Mutual of New York Life Insurance Company in Baltimore, Maryland. Ann’s expertise in asset allocation*, and portfolio design helps to make her more qualified to assist clients in achieving their financial goals through the use of a sophisticated financial roadmap.

Ann is a graduate of Towson State University with a Bachelor of Science Degree in Finance Services from the American College.  She has obtained the Certified Financial PlannerTM  certification.  Ann is a member of the International Association of Financial Planners, National Association of Professional Women, Baltimore Women's Giving Circle, Baltimore Estate Planning Council, and a Member of the Financial Planning Association.  Ann is a Registered Representative of Kestra Investment Services and Investment Advisory Representative of Kestra Advisory Services.

*Asset allocation does not protect against loss of principal. 

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Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS is not affiliated with Mosaic Asset Partners, LLC.  Kestra IS and Kestra AS do not offer tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS and Kestra AS Compliance Department at 737-443-7101.

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This communication is strictly intended for individuals residing in the state(s) of MD. No offers may be made or accepted from any resident outside the specific states referenced.