OUR MISSION STATEMENT
Helping you simplify, organize and manage your financial life
Helping you simplify, organize and manage your financial life
As your wealth has grown, so too has its complexity and the resources needed to manage it. At The Panza Wheway Group at Morgan Stanley, we are a tightly-knit team of seasoned professionals committed to providing tailored advice and services to help simplify your financial life. We seek to accomplish this through a highly personalized approach that focuses on listening, education and goal-based solutions.
As a multigenerational team serving multigenerational families, we focus on building longstanding relationships and are proud of the fact that many of our clients have been with us for up to four generations. We are honored to work with our clients’ children, grandchildren and great-grandchildren.
We take pride in our ability to effectively communicate advanced strategies and put them into action, helping empower our clients to achieve their financial goals and personal aspirations. Every day we come to work engaged in making a real difference in the lives of our clients. We believe you will not find a team of professionals more committed to helping you achieve your personal financial goals. We are dedicated to helping you preserve and build your wealth and will work to strengthen your family’s financial security for generations to come.
Everything we do is focused on our valued clients. Our practice is built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services to individuals and families whose primary goals include:
Our clients include:
While our clients each have unique personal and professional business circumstances, they all have one thing in common: They are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal ambitions.
Your achievements reflect substantial effort. As your team of advisors, we will work just as hard on your behalf, committing our experience, knowledge and skills to helping you achieve your personal and professional goals. What’s more, we will support you and your strategy by accessing the resources and perspective of one the world’s largest financial firms, Morgan Stanley.
Over the years, we’ve developed a disciplined four-step consulting process to uncover your most important goals, so we may design and implement appropriate solutions to help enable you to achieve – and maintain – financial success.
Step 1: Foster a deep understanding of your unique circumstances
We’ll begin with an in-depth conversation where we’ll listen carefully to understand what is important to you, your family and your legacy. We learn about the values that shape your decisions and identify any challenges and circumstances unique to your personal situation.
Step 2: Analyze and assess your finances
Next, we’ll review your current and future financial situation, helping to determine the likelihood of reaching your goals and address any potential shortfalls or the impact of unexpected life events. In this step, we may also reach out to your CPA and estate attorney to understand your existing estate plan, so we can ensure the strategies we recommend are cohesive and fully coordinated.
Step 3: Navigate the financial markets through a tailored plan
Here, we’ll present a tailored wealth management plan with specific strategies designed to help achieve your particular goals. Upon your approval and with our guidance, we’ll set into motion a course of action that strives to align your values and vision.
Step 4: Stay close through an ongoing dialogue and commitment to you
We’ll oversee your progress towards your goals through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.
We believe the best relationships are built on trust, understanding and shared values. We also believe a disciplined investment philosophy and process are critical to helping achieve your goals. To that end, we are committed to providing the following core values that serve as the foundation of our practice:
A Deep Passion for Helping People. We are dedicated to building longstanding relationships, based on trust and integrity. We do this by working with a select group of individuals, families and nonprofits. We help guide them through each challenge by maintaining a close relationship and providing the experience and strategies in an effort to keep them on course to achieving their specific goals.
A Team Approach. We believe you are entitled to the best advice possible. As a result, we have assembled a group of highly skilled professionals whose number one priority is you. As your wealth managers, we review your complete financial picture and help identify any gaps. When appropriate, we consult with specialists to evaluate your unique challenges and devise specific recommendations.
Thought Leadership. We are dedicated to providing current perspectives from industry thought leaders. Our goal is to deliver ongoing, enhanced knowledge about investing effectively domestically and around the world.
We Advocate for Our Clients. We enjoy bringing clients together to network and share ideas, which often leads to new business opportunities for both parties. We believe that part of our role is to help facilitate the exchange of ideas and promote the services of our clients. Communication, education and understanding are fundamental tenets of our business philosophy.
“High Touch, High Service” Model. Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, concierge model that is specially designed to ensure every client feels like our only client.
Robert A. Panza
Senior Vice President
Portfolio Management Director
A results-driven Financial Advisor, Bob has been a member of the Morgan Stanley family since 2009. With more than 30 years of industry experience, Bob combines his deep knowledge of the financial markets with solid leadership skills and an educational approach to help guide his clients towards the achievement of their specific financial goals. His practice includes highly successful individuals, multi-generational families, business leaders, as well as foundations and endowments.
Bob’s disciplined process begins with asking the right questions and actively listening. This information then serves as the foundation for the development of a custom plan that reflects his clients’ goals for the future. He prides himself on delivering personal warmth and care with a strategic approach to help families and business owners nurture and pursue considerable wealth, so they may pass it along to future generations. For his dedication to excellence, Bob was named a Five-Star Wealth Manager by Five Star Professional every year since 2012.
A strong believer in giving back to his community, Bob has been active in many local organizations. He is a Trustee of St. Stephen Church in Trumbull, CT and has served on the board of the Cardinal Shehan Center in Bridgeport, CT.
Bob is a graduate of the City University in New York City, where he earned a B.A. degree in Political Science and Economics. He and his wife, Maria, currently reside in Trumbull, CT. They have two grown sons. Favorite leisure activities include golf, adventure travel and spending quality time with family and friends.
BM/Supervisor; Securities Agent: AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Managed Futures
Earl D. Wheway, Jr., CFP
Senior Portfolio Manager
With 20 years of wealth management experience, Earl brings a distinctive and highly engaging perspective to his clients. His goals-based approach incorporates such milestones as marriage, children and grandchildren, building and selling a business and retirement. He enjoys helping guide clients in simplifying their financial lives, so they may enjoy the wealth they have created and leave the legacy they desire.
In 2006, Earl earned the distinguished CFP designation, demonstrating his commitment to helping clients address the complicated issues facing today’s wealthy families. Earl takes pride in his ability to take complex financial concepts and effectively communicate them to his clients. He works diligently to demystify the investment and planning process by understanding their aspirations and values, so he may articulate the key activities to help achieve their specific goals.
For his experience and dedication to excellence, Earl has received numerous distinctions and professional accolades throughout his career. In 2008, he was named the “Young Professional of the Year” by the Greater Valley Chamber of Commerce, and every year since 2012, he has been recognized as a Five-Star Wealth Manager by Five Star Professional.
Earl is a Magna Cum Laude graduate of Sacred Heart University, where he earned a B.S. degree in Finance. He is a veteran of the U.S. Marine Corps. Today, he lives in Sandy Hook, CT with his wife, Holly, and their two children. In his leisure time, he enjoys volunteering at his children’s school and actively supporting his children in their many activities, which include yoga, tennis and skiing.
Securities Agent: AZ, CA, CT, DC, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA, WA; General Securities Representative; Investment Advisor Representative
Christina provides highly customized life stage financial planning strategies to individuals, families and business leaders. A main focus of her practice is wealth management services for women executives and entrepreneurs. Her mission is to deliver thoughtful, objective wealth management guidance to inspire her clients to feel confident about financial decisions. Throughout her career, she has developed a deep understanding of the financial markets, economic conditions, family dynamics and investment strategies.
Upon graduating from Syracuse University with a B.A. in Economics, Christina began her career at Citigroup Asset Management in 2004. Two years later, she joined New York Life/MainStay Investments, where she spent more than eight years educating clients on how to navigate the financial markets. She also had the opportunity to work as a Regional Vice President at Direxion Investments.
Christina prides herself on serving as a catalyst, helping many of her clients make important connections that can lead to new business opportunities. Her passion for helping women is equaled only by her dedication to her family and her community. She is a member of the Executive Women’s Golf Association, Ellevate Global Women’s Network, Rye Triathlon Club and is active in many charitable giving and fundraising activities. She currently lives in Katonah with her husband, Vincent, and their two fur babies, Aksel & Alice. When she’s not working directly with clients or fundraising for the many organizations she supports, she enjoys skiing, Pilates, golf and triathlons.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, MA, MD, NC, NH, NJ, NY, OH, OK, PA, RI, SC, TX, VA, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Client Service Associate
As a Client Service Associate, Dina is often the first line of contact on a broad array of administrative and operational services for clients of The Panza Wheway Group. Highly adept at addressing questions quickly and efficiently, Dina is passionate about providing excellent service. She not only knows how to help meet each client’s specific needs, she knows how to anticipate them as well.
Throughout her career, Dina has had the opportunity to work in a variety of client service roles. She joined The Panza Wheway Group in 2014 and has been an integral member of the team ever since. Her many responsibilities include the coordination of the team’s day-to-day operations, as well as all aspects of the client experience.
A graduate of Hofstra University with B.B.A. in International Business, Dina currently lives in Wilton, CT. She is an active volunteer at A Better Chance of Wilton and at the Greek Orthodox Archdiocesan District Olympics. Dina enjoys running, biking and sports. Her true passion is being the mother of her two children.
The Panza Wheway Group at Morgan Stanley - Brochure
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
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