The Panza Wheway Group at Morgan Stanley* provides full service brokerage, investment management and consulting services for individuals and their families, endowments, foundations, and other institutions. Client assets may be invested in discretionary managed equity and fixed income accounts, independent money managers, Municipal and Government bonds, corporate securities, mutual funds, alternative investments and hedge funds.
We are pleased to announce that Robert A. Panza and Earl D. Wheway, Jr., CFP of The Panza Wheway Group at Morgan Stanley have been named one of Connecticut Magazine’s 2012 FIVE STAR Wealth Managers for 2012. The article will appear in the December, 2012 issue of the magazine. Bob is one of the select few who qualified three years consecutive in the state of Connecticut. This is Earl’s second year of recognition as a FIVE STAR Wealth Manager. Please see “In the Press” for details, methodology, and criteria.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, call or email us to see how we can help you make informed decisions.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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