Robert A. Panza is a Senior Vice President/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 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 who live in New York City.
Earl D. Wheway, Jr., CFP is a Vice President/Portfolio Manager/Financial Advisor and joined Morgan Stanley in February of 2009. He has 17 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.
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