Robert A. Panza is a Senior Vice President/Senior Portfolio Manager/Financial Advisor and joined Morgan Stanley in February of 2009. Bob has over 30 years of experience as a financial advisor. His focus is financial planning, estate and life insurance planning strategies, including long term care, and professional portfolio management. He consults with a diverse group of clients including growing families, baby boomers, retirees, business owners, doctors, lawyers and people working in the business world. Bob has a great way of connecting with people. Bob’s experience comes across with his warmth, knowledge, and communication seeking to bring comfort in helping our clients face their financial issues and strive to reach their financial goals. Bob is a graduate of City University in New York City. Bob and his wife, Maria, live in Trumbull, CT. They have two sons.
Earl D. Wheway, Jr., CFP is a Vice President/Portfolio Manager/Financial Advisor and joined Morgan Stanley in February of 2009. He has 18 years of experience in the financial services industry. Earl is a CFP certificant and provides investment advice and financial planning analysis to our clients. Our clients are growing families, baby boomers, retirees, business owners, doctors, lawyers and people working in the business world. Earl has a great talent for taking complex financial topics and makes them very easy to understand for our clients. Earl is a Magna Cum Laude graduate of Sacred Heart University. Earl lives in Sandy Hook, CT with his wife, Holly, and two children.
Dina Livesay is a Client Service Associate and joined Morgan Stanley in April of 2014. Dina handles all client service issues and provides technical assistance on all operational and administrative matters. Dina’s attention to detail and warm client communication is a great asset to our team. Dina is a graduate of Hofstra University. Dina lives in Wilton, CT with her two children.
Market Information Delayed 20 Minutes
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only.
*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. 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.
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.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .Awards Disclosures