Meet the Mosaic Group

The Mosaic Group was formed in 2017 by experienced service professionals who share a deep conviction that families, individuals and businesses deserve the utmost in service, knowledge and attention.


Our advisors have earned advanced designations and esteemed titles in Family Wealth, Financial Planning, Portfolio Management and Alternative Investments demonstrating our commitment to remain at the top of the industry and exceed your expectations while managing all your financial needs.


The Mosaic Group believes success is not an end-game. Nor is it a performance measure at year end. Success is an ongoing state of control and comfort beginning with the lifestyle every client has worked to achieve, the family they wish to protect and the values they hold. It is securing the legacy every client deserves.


We source and develop the best ideas from our world-class investment firm, Morgan Stanley, while also accessing thought leadership and best-in-class offerings throughout the wider financial markets.


Vision and collaboration are how long-lasting and well-crafted mosaics are formed. Speak with us about the many facets of your world and let us bring your personal financial mosaic into perspective.
Services Include
  • Financial Planning1
  • Professional Portfolio Management2
  • Retirement Planning3
  • Alternative Investments4
  • Lending Products
  • Trust Services*
  • Estate Planning Strategies5
  • Philanthropic Services
  • Life Insurance6
  • Long Term Care Insurance7
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Our Clients

The Mosaic Group's clients are successful in their careers, generous in their philanthropic work, and engaged in their family’s lives. Although coming from diverse careers and backgrounds, they are knowledgeable about their portfolios.  Our clients lead active lives and recognize the value of working with professionals to gain clarity on their strategy and access to the latest knowledge so they can enjoy their many varied interests.

Often finding themselves with a collection of investments without an overall strategy for their future and their legacy, our clients recognize the need for guidance.  By listening to our clients, we develop an understanding of the “Meaning Behind the Money.”    Vision and collaboration are how long-lasting and well-crafted mosaics are formed offering clarity for multi-generational families.  

Speak with us about the many facets of your world and let us bring your personal financial mosaic into perspective.

    Working With You

    Commitment to: 
    • Offer a tailored approach to navigating the ever-changing global financial landscape while eliminating the noise from the many voices in the industry.
    • Optimize your financial well-being, whatever your life stage.   
    • Listen carefully, employ financial intellect and engage with your trusted advisors to design, implement, and sustain your ideal Life and Legacy Plan.  Your plan becomes the cornerstone of our relationship.  
    • Formulate an investment thesis based on diverse experiences and global market perspectives.  This thesis drives investment focus and execution.
    • Construct a thorough portfolio by harnessing our global resources and intellectual capital to identify a range of traditional and innovative solutions helping manage risk and achieve your goals. 
    • Simplify complex processes and execute targeted strategies for you.

    Community Involvement

    The Mosaic Group is active in several organizations in both Naples and Fort Myers Beach. Collectively we support the environment, mental health & drug abuse, theater, working but uninsured Collier County adults, church, our Community Foundations and women's groups with our time, talent and treasure.

    We welcome the opportunity to hear about the causes and charities important to you and your families.

      Location

      8889 Pelican Bay Blvd
      Ste 300
      Naples, FL 34108
      US
      Direct:
      (239) 449-7863(239) 449-7863
      Toll-Free:
      (800) 237-8686(800) 237-8686

      Meet The Mosaic Group

      About Me

      Robin has worked in the financial industry for 23 years in Pittsburgh and Naples, and is proficient in the financial planning and wealth management side of the business.  As a founding member of The Mosaic Group and a Family Wealth Advisor, she uses the skills to assist her clients in wealth creation, preservation and transfer.  Her guidance and focus is on comprehensive planning including trust services, estate planning, asset allocation strategies and retirement income planning while also nurturing relationships amongst the various family members and generations.

      Robin has been a Southwest Florida’s Complex Leader since 2012 and Co-Chair of the Southeast Region Financial Advisor Council.  Over recent years Robin has become one of Morgan Stanley’s speakers of choice at internal conferences for female Financial Advisors and “Best of the Best” events. 

      After growing up in Chicago, Robin’s family moved to Florida where she graduated from the University of Florida and began working in the hospitality industry.  It was during her tenure at The Ritz-Carlton, Amelia Island that the company won the Malcolm Baldrige National Quality Award.  Robin’s service and quality background helped make the transition to financial services seamless. 

      Robin believes in giving back to the community by supporting and being active in several organizations.
       
      Board member Conservancy of Southwest Florida
      2019 Chair  “Magic Under the Mangroves”  benefiting the Conservancy of Southwest Florida
      Board member of the Women’s Foundation of Collier County
      Confrérie de la Chaîne des Rôtisseurs – Naples Chapter, Vice Conseiller Gastronomique Honoraire 
       Professional Advisors Council – Community Foundation of Collier County
      Leadership Collier Class of 2013

      Outside of work, Robin enjoys scuba diving and golf with her husband, Scot.
      Securities Agent: TX, FL, WA, VA, TN, SC, PA, OR, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KY, IN, IL, HI, GA, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1290382

      About Me

      Kevin P. Walker, CFP® is a Senior Vice President, Wealth Advisor, and  Portfolio Management Director at Morgan Stanley Wealth Management in Naples, Florida. Throughout his 28 years of experience in financial services, he has focused on helping his clients achieve new levels of success, reach their financial goals and plan for the future, while seeking to maintain a trusting advisor-client relationship. Kevin received the CERTIFIED FINANCIAL PLANNER™ certification in 2005.

       

      Kevin joined the Naples office of Morgan Stanley in 2008 as a Vice President and Financial Advisor.  Prior to forming The Mosaic Group, Kevin founded the Walker Group at Morgan Stanley leading a dedicated team of advisors and professionals seeking to deliver world-class financial planning, investment management and customer service to their clients.   

       

      Before joining Morgan Stanley, Kevin was a Vice President and Senior Account Executive for Fidelity Investments’ Private Client Group.  During his fourteen years with Fidelity, he worked in Dallas, Boca Raton, and Naples.  Kevin previously served as a Financial Advisor for five years with Prudential Securities in Ponte Vedra Beach and Jacksonville, Florida.

       

      Annually since 2012, Kevin has been designated a Southwest Florida Complex Leader and awarded Club status at Morgan Stanley, an elite group of the firm’s top Financial Advisors. In addition, he holds the Series 6, 7, 8, 63, 65, 31, and Florida Life, Health and Variable Contracts licenses. He graduated with a bachelor’s degree in Marketing from Stephen F. Austin State University.

       

      A native of Texas, Kevin and his wife, Jennifer, also a partner of the Mosaic Group, now reside in Fort Myers Beach with their daughters, Kayla and McKenzie. In his free time, Kevin enjoys spending time with his family, boating, and golf. He is a member of McGregor Baptist Church in Fort Myers and is a board member for the Neighborhood Health Clinic in Naples and actively supports various local charities.
      Securities Agent: TX, FL, WI, WA, VA, TN, SC, PA, OR, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KY, IN, IL, HI, GA, DE, CT, CO, CA, AZ, AL; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1285029

      About Me

      Jennifer Walker, Chartered Alternative Investment AnalystSM and Financial Advisor, is a founding member of the Mosaic Group and seven-year veteran of Morgan Stanley.  She is primarily responsible for analyzing equity and alternative investments, structured investments and options’ strategies. Jennifer holds FINRA Series 7 and 63 securities licenses as well as the NFA Series 31.   

      A former investment banker with Goldman Sachs, International and Manager of Corporate Business Development for multinational corporations such as General Electric and DaimlerChrysler, Jennifer is a specialist in blue-chip corporate investment analysis, with over 18 years of experience.  She has lived and worked in Germany, The Netherlands, England, France, Russia and Brazil for seven years and speaks, reads and writes six languages.  As an investment banker, she advised clients such as Continental Tyre, Philips Electronics and Interbrew as well as a number of prominent European private equity firms.  Much of Jennifer’s personal and professional experience has involved corporate valuation, private equity, venture capital and angel investing, all of which underscore her team focus in the Equities, Equity Derivatives, Alternatives and Structured Investments arenas.  

      Jennifer moved to Southwest Florida from Europe in 2002.  She has actively supported and volunteered in various leadership roles for charities such as the Neighborhood Health Clinic, the American Cancer Society, the Gulf Coast Venture Forum, the Naples Junior Woman’s Club and the Naples Botanical Garden.  She met her husband, Kevin, while both were pursuing the CFP® designation through Florida Gulf Coast University.  The two married in 2005 and have two daughters, Kayla and McKenzie. They are active members of McGregor Baptist Church in Fort Myers. 

      Jennifer is a cum laude graduate of Vanderbilt University, having earned her B.A. in Economics and European Studies in 1991.  She received her Master of International Business Studies degree from the University of South Carolina, where she was a Charles Coker Fellow and was nominated for Outstanding Graduate Student, in 1996.
      Securities Agent: FL, WA, VA, TX, TN, SC, PA, OR, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KY, IN, IL, HI, GA, DE, CT, CO, CA, AZ, AL; General Securities Representative; Investment Advisor Representative
      NMLS#: 1689847

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