The Livesay Balzano Group at Morgan Stanley

Darden Livesay Jr. is an Executive Director, Financial Advisor, Portfolio Management Director, Workplace Advisor-Equity Compensation, and Senior Investment Management Consultant at Morgan Stanley. He started his career in the financial services industry in 1983 and has been with Morgan Stanley since 2006.

He has partnered to create The Livesay Balzano Group at Morgan Stanley, which focuses on implementing wealth management strategies for high net worth individuals and trustees by concentrating on portfolio management and legacy planning. In addition, Darden spends time reviewing equity and fixed income research, asset allocation, new business development, and more. He is passionate about helping people understand and advance virtually all aspects of their financial journey to achieve their goals.

Prior to joining Morgan Stanley, Darden was a Senior Vice President and Financial Advisor at Merrill Lynch for over 22 years. He is firmly committed to building long-term relationships with his clients and strives to deliver exceptional service striving to allow them to live their best life. By taking the time to listen and objectively assess his client’s needs, risk tolerance, and investment objectives, Darden carefully develops customized investment programs for each client accordingly which helps them manage their financial well-being.

He received his Bachelor of Arts in Economics from Iona University in New Rochelle, New York and continues to expand his education during his time at Morgan Stanley. He resides in New Canaan, Connecticut, with his wife, five children and their family dog named Rollo. During his spare time, he enjoys skiing with his family, fitness, playing the guitar, and golfing.

If you would like to learn more about Darden's services, please feel free to contact him directly to discuss possible financial solutions for your goals.

Andrew Livesay is passionate about helping clients achieve their long-term financial objectives. Through Andrew’s consultative style, comprehensive approach and disciplined process, he creates individualized road maps tailored to each client’s financial goals. Andrew’s clients include high net worth individuals, trustees of Taft-Hartley plans and clients with corporate stock plans.

As a Portfolio Management Director, Andrew is part of a select group of Morgan Stanley Financial Advisors who have successfully completed the rigorous Portfolio Management Certification Program and shown the ability to help investors monitor and manage their investments in today’s complicated financial environment.

Prior to becoming a Financial Advisor, Andrew had a successful career in the hotel management industry. Upon recognizing what he enjoyed most – developing longstanding relationships – Andrew followed in his father’s footsteps as a Financial Advisor at Merrill Lynch 26 years ago and joined Morgan Stanley in 2006. Andrew values the opportunity to create long-term relationships with his clients, while helping guide them to reach their financial goals. He is especially pleased that his practice spans multiple generations of client families.

Andrew is a former Board Member of the Stamford Special Services District. He holds his FINRA Series 7, 63 and 66 and as well as his life and health insurance license. Andrew lives in New Canaan, CT with his wife Maria and two children, Lauren and Philip. He is an avid golfer and enjoys traveling, but most enjoys spending time with his family.

Ronald (Ron) Balzano has over 30 years of financial services, legal, accounting and tax management experience, and has been with Morgan Stanley since 2009. At Morgan Stanley, Ron is a Family Wealth Advisor, Workplace Advisor-Equity Compensation, Portfolio Management Director, Vice President, Financial Advisor, and Equity Sales-Middle Markets Group. His combination of professional experience enables him to strategically navigate through all aspects of a client’s financial journey to help them achieve and maintain their goals.

Ron has partnered to create The Livesay Balzano Group at Morgan Stanley to deliver comprehensive wealth management service by focusing on developing customized investment strategies, retirement planning, estate and tax planning strategies. He offers a fresh perspective on investments and believes in a “law firm” approach wherein every client gets the benefit of working with a team member depending upon a particular need. His clients would describe him and his team as hard working, knowledgeable, passionate, always available and easy to get along with.

Prior to joining Morgan Stanley, Ron was the President of a Forbes 100 Family, where he addressed a broad spectrum of business and financial situations that are unique to highly successful individuals. In addition, Ron was previously a partner at the law firm of Silverman, Collura, Chernis & Balzano, P.C and a Tax Associate at Arthur Andersen. By having a diverse skill-set, Ron is able to build personable relationships with his clients by understanding their needs and educating them on how to improve their overall financial wellbeing. According to Ron, getting to know his clients and providing them the knowledge they need to succeed in investing is the best part of his business.

Ron graduated magna cum laude with a Bachelors of Business Administration in accounting and studied law at Fordham University School of Law. He holds his Series 7, 63 and 65 financial securities licenses, and continues to be a licensed attorney in New York and Connecticut, while not practicing with Morgan Stanley.

Ron has lived in New Canaan, Connecticut for over 25 years with his wife and three children. He is an active member of the community and served as a board member for Waveny Lifecare Network, the New Canaan Library (Treasurer), New Canaan Cares, and The Outback Teen Center (Legal Counsel). Additionally, Ron was appointed to the New Canaan Environmental Commission and to the committee to elect Marshals for New York City. He also gained membership to the Rotary Club and acted as Chairman for the “Clean Your Mile” environmental campaign. Ron has coached baseball, soccer, basketball and lacrosse for his children. During his spare time, Ron served as the Captain of New Canaan’s Fairfield County Paddle Tennis team and enjoys traveling, skiing, pickleball, and golfing.

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.

Paul Chadwick is a CERTIFIED FINANCIAL PLANNER^® (CFP^®), Associate Vice President, and a Financial Advisor at Morgan Stanley. He joined the firm in 2003 and works closely with his clients to construct detailed financial plans that match their long-term goals with their investments.

When working with clients, Paul begins his process by developing a comprehensive analysis of his client’s current situation and vision for their future. He takes into consideration their risk tolerance and investment timeline, while placing a strong emphasis on diversification, asset allocation and finding appropriate investments for long term growth. To help clients achieve their goals, Paul continues to monitor all investment performance and meets regularly with his clients to review their portfolio and their changing needs.

He began his career in investment management at Montgomery Securities in San Francisco in 1997 where he worked with executives of technology and healthcare companies. During his time there, he worked closely with the restricted stock department on non-saleable positions, Rule 144 trades and monetizing concentrated positions. In addition, Paul worked as a Financial Advisor for Oppenheimer & Company where he developed asset allocated portfolios, strategies for fixed income accounts and comprehensive diversification models. He also spearheaded a due diligence process to properly analyze mutual funds and third-party asset managers all within the context of the overall financial plan.

Paul received his MBA from the University of San Francisco in 2001 and his bachelor’s degree in history from Kenyon College. He holds his Series 7, Series 63, Series 65, and Series 66 financial securities licenses and holds Life/Health Insurance & Variable Annuities licenses. He grew up in Greenwich, Connecticut and currently resides in Pound Ridge, New York with his wife, Eleanor and their sons, Harry and Benjamin.

With over 30 years in the Financial Services industry, Maya provides valuable support to all aspects of The Livesay Balzano Group’s business at Morgan Stanley. Her extensive knowledge not only complements but allows our group to provide exceptional client service by using her excellent interpersonal and organization skills as well as administrative support in all areas of the business practice.

Maya recognizes potential service opportunities and maintains strong relationships with clients and identifies service solutions that support the clients’ needs. Maya’s expansive knowledge in retirement services allows her to understand and summarize clients’ assets to help deliver retirement income solutions that seek to provide clients with greater confidence.

Maya became a registered representative in 2007 when she attained FINRA Series 7 & 66 licenses. A few years later Maya received the title of Director of Business Strategy for her extensive knowledge of Morgan Stanley platforms, peer training and client outreach. She now holds the title of Assistant Vice President. Maya continues to focus her talents on serving the needs of our high-net-worth clients, and her outstanding achievements have promoted her to the current title which she now holds.

Maya graduated with a Masters’ degree in Physics and Math from the University in the Ukraine.

Maya enjoys reading, traveling abroad and spending time with her family.

Will Lucas recently joined the team after graduating from UCONN with a bachelor’s degree in Economics as well as a minor in Data Analytics. Will played baseball, basketball, and football growing up, and played D1 baseball at UConn while completing his degree. He became a Registered Representative after completion of the SIE, Series 7, and Series 66 exams. Will enjoys playing golf with his friends and family on the weekends, as well as going to the beach and traveling to new destinations.