Robert A. Panza is a Senior Vice President/Financial Advisor and joined Morgan Stanley* in February of 2009 following 19 years with UBS Financial Services Inc. Bob’s focus is financial planning, estate and life insurance planning, including long term care, and professional portfolio management. He consults with a diverse group of clients including individuals, corporations, philanthropic organizations and corporate pension plans. Bob is a graduate of City University in New York City.
Earl D. Wheway, Jr., CFP is a Vice President/Financial Advisor and joined Morgan Stanley* in February of 2009 following 12 years with UBS Financial Services Inc. Earl is a CFP certificant and provides investment advice to individuals, foundations, and corporations. Earl is a Magna Cum Laude graduate of Sacred Heart University.
Joanna M. Fisher is a Relationship Manager and joined Morgan Stanley* in February 2009 after spending over 15 years at UBS Financial Services Inc. Joanna focuses on preparing quarterly client reviews, research, and trade executions, and also assists in administrative and operational matters. Joanna graduated from The University of Bridgeport.
Mary McCafferty is a Client Service Associate and joined Morgan Stanley* in April of 2007. Mary spent the first four years working in Operations and recently joined The Panza Wheway Group in March of 2011. Mary handles all client service issues and provides technical assistance on all operational and administrative matters. Mary is a graduate of Florida Atlantic University.
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