The Panza Wheway Group - Morgan Stanley Team - Westport, CT
Morgan Stanley
The Panza Wheway Group
at Morgan Stanley
320 Post Road West
Westport, CT 06880
tel: (203) 222-4060
toll-free: (866) 331-9547 
fax: (203) 222-4042

Bob, Joanna, Earl

Welcome


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.




Bulletin Board
  • 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 2013 FIVE STAR Wealth Managers for 2013.  The article will appear in the December, 2013 issue of the magazine.  Bob is one of the select few who qualified four years consecutive in the state of Connecticut.  This is Earl’s third 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.

  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.

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.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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