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 Financial Advisors Robert A. Panza and Earl D. Wheway, Jr., CFP of The Panza Wheway Group at Morgan Stanley have been named Connecticut Magazine 2014 FIVE STAR Wealth Managers for 2014. The article will appear in the December, 2014 issue of the magazine. 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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