About Ronald Balzano
Ronald (Ron) Balzano brings nearly 40 years of experience in financial services, legal, accounting and tax management. Since 2009, he has served with Morgan Stanley as a Family Wealth Advisor, Workplace Advisor-Equity Compensation, Portfolio Management Director, and Senior Vice President, Financial Advisor. Ron’s extensive background allows him to strategically guide clients through virtually all aspects of their financial journey-helping them define, achieve and sustain their goals.
As a founding member of The Livesay Balzano Group at Morgan Stanley, Ron provides clients with a comprehensive wealth management experience focused on personalized investment strategies, retirement planning, and estate and tax planning strategies. His prior “law firm” experience helps ensure every client benefits from objective advice, teamwork and attention to individual needs. Known for his professionalism, passion and accessibility, Ron and his Team are recognized for their commitment to excellence and genuine care for their clients.
Before joining Morgan Stanley, Ron was President of a Forbes 100 Family Office, where he oversaw a wide range of business and financial matters. Earlier in his career, he was a partner at Silverman, Collura, Chernis & Balzano, P.C and began as a Tax Associate at Arthur Andersen. This diverse experience enables Ron to build strong, lasting relationships and to educate clients on helping improve their overall financial well-being. For Ron, empowering clients with the knowledge and confidence to help make informed decisions is the most rewarding aspect of his work.
Ron graduated magna cum laude with a Bachelors of Business Administration in Accounting and studied law at Fordham University School of Law. He holds Series 7, 63 and 65 securities licenses, and is licensed in New York and Connecticut, though he does not currently practice law.
A long-time resident of New Canaan, Connecticut, Ron and his wife have lived in the community for over 30 years where they raised their three children . Deeply engaged in civic life, he has served on the boards of Waveny Lifecare Network, the New Canaan Library (Treasurer), New Canaan Cares, and The Outback Teen Center (Legal Counsel). He has also been appointed to the New Canaan Environmental Commission and to the Committee to elect Marshals for New York City. Ron was also a member of the Rotary Club and a past Chairman of the “Clean Your Mile” environmental campaign.
As avid sports enthusiasts, Ron coached baseball, soccer, basketball and lacrosse and previously captained the New Canaan Fairfield County Paddle Tennis team. In his free time, he enjoys traveling, skiing, playing pickleball, and golfing.
If you would like to learn more about Ron’s approach to wealth management or schedule a meeting to discuss your financial goals, please contact him directly.
If you are interested in learning more about Ron’s service and experience, please feel free to contact him directly to schedule a meeting to discuss your financial goals.
Securities Agent: RI, CA, PA, NY, NJ, GA, SC, DE, CT, MI, MD, ID, AK, TX, NV, MN, AL, VT, OR, NM, NC, CO, UT, SD, MA, IL, AZ, WI, MO, LA, IN, WA, VA, NH, FL; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 150258