About Ronald Balzano
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.
Securities Agent: CT, UT, SD, MA, IL, AZ, WI, LA, IN, WA, VA, MO, TX, NV, MN, AL, VT, OR, NM, NC, CO, RI, MI, MD, ID, NH, FL, CA, PA, NY, NJ, GA, SC, DE; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 150258