Robert A. Panza
Senior Vice President, Financial Advisor, Senior Portfolio Management Director
Phone:
(203) 222-4060(203) 222-4060
The Panza Wheway Group at Morgan Stanley
Direct:
(203) 222-4060(203) 222-4060
Toll-Free:
(866) 331-9547(866) 331-9547
Our Mission Statement
Helping you simplify, organize and manage your financial life
Helping Make a Difference One Family at a Time
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 helping make 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 well-being for generations to come.
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 helping make 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 well-being for generations to come.
Services Include
- Wealth ManagementFootnote1
- Business Succession PlanningFootnote2
- Cash ManagementFootnote3
- Endowments and FoundationsFootnote4
- Estate Planning StrategiesFootnote5
- Financial PlanningFootnote6
- LGBT+ Planning ServicesFootnote7
- Life InsuranceFootnote8
- Philanthropic Services
- Professional Portfolio ManagementFootnote9
- Retirement PlanningFootnote10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Handpicked Information on a Range of Topics
Welcome to Dina’s corner, where all things related to lifestyle and bits of useful information can be found. Here at The Panza Wheway Group, we are looking to provide our clients with not only market and finance resources, but also with other helpful resources that can have a huge impact on you and your loved ones. Enjoy!
Reserved Living & Giving Holiday Gift Guide
The 2024 Morgan Stanley Reserved Living & Giving Holiday Gift Guide includes special offers for all your gifting needs! Get a head start on holiday shopping!
Learn More5 Tax-Savvy Ways to Give
If you’re inclined to help others, consider these ways to make your giving go further.
Learn MoreDonor Advised Funds
Charitable Giving is among the highest of human aspirations, woven into the fabric of organizations, countries, and societies around the world. While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth.
Learn MoreOur Process
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.
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.
Our Valued Clients
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:
-Managing a life-changing event with confidence
-Planning for a successful retirement
-Financing a major acquisition
-Minimizing taxes
-Strengthening or selling a business
-Achieving philanthropic goals
-Leaving a lasting legacy
Our clients include:
-Multi-generational families
-Business leaders and entrepreneurs
-Professionals, including doctors and lawyers and corporate executives
-Women seeking guidance for themselves and their family
-Members of the LGBT community
-Retirees and individuals planning for retirement
-Children and parents of current clients
-Nonprofit organizations and institutions
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.
-Managing a life-changing event with confidence
-Planning for a successful retirement
-Financing a major acquisition
-Minimizing taxes
-Strengthening or selling a business
-Achieving philanthropic goals
-Leaving a lasting legacy
Our clients include:
-Multi-generational families
-Business leaders and entrepreneurs
-Professionals, including doctors and lawyers and corporate executives
-Women seeking guidance for themselves and their family
-Members of the LGBT community
-Retirees and individuals planning for retirement
-Children and parents of current clients
-Nonprofit organizations and institutions
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.
A Commitment to Excellence
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.
Awards
2019-2023 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2025 Forbes Best-in-State Wealth Management Teams
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Awards DisclosureSource: Forbes.com (2023-2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
Our Suite of Digital Tools
Digital technology is centered on how people communicate, consume, transact and travel. Our comprehensive suite of digital tools are designed to help enhance every aspect of your financial life. These tools can help create an estate plan, they can help with business planning or simply to aid you in keeping track of your retirement savings. Here are a few of the technologies we have to offer our clients.
We bring the resources of Morgan Stanley to the table, with time tested strategies for problem solving, portfolio management and guide our clients with life-long planning tools. We work closely with our clients other professional advisors- such as CPAs and Estate Planning attorneys- to help them build and implement their plans for financial success.
We bring the resources of Morgan Stanley to the table, with time tested strategies for problem solving, portfolio management and guide our clients with life-long planning tools. We work closely with our clients other professional advisors- such as CPAs and Estate Planning attorneys- to help them build and implement their plans for financial success.
Morgan Stanley Online
Morgan Stanley Online (MSO) has a variety of features beyond viewing your account balance and activity that you should take advantage of. They include:
- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Morgan Stanley Online- eAuthorizations, an enhanced way to authorize transactions with one click on Morgan Stanley Online and the Morgan Stanley Mobile App
- Managing your everyday finances such as paying bills online, sending money or transferring funds.
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
eDelivery
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online may enroll in eDelivery. Currently, documents available through eDelivery include statements, trade confirmations and prospectuses, general correspondence, selected Internal Revenue Service (IRS) approved tax documents, syndicate offerings, shareholder communications, and portfolio reports.
eDelivery
Digital Vault
Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of catastrophe or serious illness, disability or death, your Family Records Organizer can immediately provide vital, timely information to both your family and professional advisors. The Digital Vault on Morgan Stanley Online and the Mobile App allows you and your clients to build a central, shared document library where all documents are stored using encryption.
Digital VaultLocation
500 Post Road East
3rd Fl
Westport, CT 06880
US
Direct:
(203) 222-4060(203) 222-4060
Toll-Free:
(866) 331-9547(866) 331-9547
Meet The Panza Wheway Group
Earl D. Wheway, Jr., CFP®
First Vice President, Financial Advisor, Portfolio Management Director
Phone:
(203) 222-4087(203) 222-4087
Scott J. Panza, CFP®
Vice President, Financial Advisor
Phone:
(203) 222-4043(203) 222-4043
Dina Livesay
Registered Associate, Portfolio Associate
Phone:
(203) 222-4044(203) 222-4044
Dan Driscoll
Registered Client Service Associate
Phone:
(203) 221-6062(203) 221-6062
About Robert A. Panza
Robert A. Panza
Senior Vice President
Senior Portfolio Management Director
Financial Advisor
A results-driven Financial Advisor, Bob has been a member of the Morgan Stanley family since 2009. With more than 40 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 to the Forbes Best-In-State Wealth Advisors five years in a row*. In addition, he has been named a Five-Star Wealth Manager by Five Star Professional every year between 2012-2024**.
Bob began his career with Metropolitan Life and served as a Branch Manager until 1983. He then transitioned to his role as a Financial Advisor at Shearson Lehman Hutton before moving to UBS in 1990 as a Senior Vice President and Branch Manager. Bob remained at UBS until 2009, when he joined Morgan Stanley. Now at Morgan Stanley for 15 years, Bob is a Senior Vice President, Financial Advisor, and a Senior Portfolio Management Director. Bob holds Series 3, 6, 7, 8, 9, 10, 63, and 65 licenses.
Activities and Interests: A strong believer in giving back to his community, Bob has been active in many local organizations. He is the Chairman of the Board of Trustees of Sacred Heart University’s Discovery Science Center and Planetarium. Bob has served as 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 of New York , where he earned a B.A. degree in Political Science and Economics. He and his wife, Maria, currently reside in Fairfield, CT. They have two grown sons, one of which is married. In addition, Bob and his wife have three amazing grandchildren. Favorite leisure activities include golf, adventure travel and spending quality time with family and friends.
*2019-2024 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
**2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 03/16/2011 through 09/10/2011
2013 Award - 03/16/2012 through 09/10/2012
2014 Award - 03/16/2013 through 09/10/2013
2015 Award - 03/16/2015 through 09/10/2015
2016 Award - 03/25/2016 through 09/28/2016
2017 Award - 02/15/2017 through 09/11/2017
2018 Award - 02/15/2018 through 09/21/2018
2019 Award - 02/18/2019 through 09/27/2019
2020 Award - 02/17/2020 through 9/18/2020
2021 Award - 02/15/2021 through 09/10/2021
2022 Award - 02/28/2022 through 09/02/2022
2023 Award - 02/28/2023 through 09/02/2023
2024 Award - 02/28/2024 through 09/02/2024
Senior Vice President
Senior Portfolio Management Director
Financial Advisor
A results-driven Financial Advisor, Bob has been a member of the Morgan Stanley family since 2009. With more than 40 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 to the Forbes Best-In-State Wealth Advisors five years in a row*. In addition, he has been named a Five-Star Wealth Manager by Five Star Professional every year between 2012-2024**.
Bob began his career with Metropolitan Life and served as a Branch Manager until 1983. He then transitioned to his role as a Financial Advisor at Shearson Lehman Hutton before moving to UBS in 1990 as a Senior Vice President and Branch Manager. Bob remained at UBS until 2009, when he joined Morgan Stanley. Now at Morgan Stanley for 15 years, Bob is a Senior Vice President, Financial Advisor, and a Senior Portfolio Management Director. Bob holds Series 3, 6, 7, 8, 9, 10, 63, and 65 licenses.
Activities and Interests: A strong believer in giving back to his community, Bob has been active in many local organizations. He is the Chairman of the Board of Trustees of Sacred Heart University’s Discovery Science Center and Planetarium. Bob has served as 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 of New York , where he earned a B.A. degree in Political Science and Economics. He and his wife, Maria, currently reside in Fairfield, CT. They have two grown sons, one of which is married. In addition, Bob and his wife have three amazing grandchildren. Favorite leisure activities include golf, adventure travel and spending quality time with family and friends.
*2019-2024 Forbes Best-in-State Wealth Advisors
Source: Forbes.com (Awarded 2019-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
**2012-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2024). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 03/16/2011 through 09/10/2011
2013 Award - 03/16/2012 through 09/10/2012
2014 Award - 03/16/2013 through 09/10/2013
2015 Award - 03/16/2015 through 09/10/2015
2016 Award - 03/25/2016 through 09/28/2016
2017 Award - 02/15/2017 through 09/11/2017
2018 Award - 02/15/2018 through 09/21/2018
2019 Award - 02/18/2019 through 09/27/2019
2020 Award - 02/17/2020 through 9/18/2020
2021 Award - 02/15/2021 through 09/10/2021
2022 Award - 02/28/2022 through 09/02/2022
2023 Award - 02/28/2023 through 09/02/2023
2024 Award - 02/28/2024 through 09/02/2024
Securities Agent: CA, OR, FL, NY, NC, CT, RI, TX, SC, NV, MD, AZ, CO, PA, OK, IL, VA, NH, DC, TN, NJ, WA, UT, OH, ID, VT, GA, MA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 182862
CA Insurance License #: 4198122
NMLS#: 182862
CA Insurance License #: 4198122
About Earl D. Wheway, Jr.
Earl D. Wheway, Jr., CFP®
First Vice President
Portfolio Management Director
Financial Advisor
With 25 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. Every year between 2012-2022, 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 volleyball, tennis and skiing. In the community, Earl is the Chairman of the Board of Directors for the Catherine Violet Hubbard Foundation in Newtown, CT.
*2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2022). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 03/16/2011 through 09/10/2011
2013 Award - 03/16/2012 through 09/10/2012
2014 Award - 03/16/2013 through 09/10/2013
2015 Award - 03/16/2015 through 09/10/2015
2016 Award - 03/25/2016 through 09/28/2016
2017 Award - 02/15/2017 through 09/11/2017
2018 Award - 02/15/2018 through 09/21/2018
2019 Award - 02/18/2019 through 09/27/2019
2020 Award - 02/17/2020 through 09/18/2020
2021 Award - 02/15/2021 through 09/10/2021
2022 Award - 02/28/2022 through 09/02/2022
First Vice President
Portfolio Management Director
Financial Advisor
With 25 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. Every year between 2012-2022, 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 volleyball, tennis and skiing. In the community, Earl is the Chairman of the Board of Directors for the Catherine Violet Hubbard Foundation in Newtown, CT.
*2012-2022 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2012-2022). These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2012 Award - 03/16/2011 through 09/10/2011
2013 Award - 03/16/2012 through 09/10/2012
2014 Award - 03/16/2013 through 09/10/2013
2015 Award - 03/16/2015 through 09/10/2015
2016 Award - 03/25/2016 through 09/28/2016
2017 Award - 02/15/2017 through 09/11/2017
2018 Award - 02/15/2018 through 09/21/2018
2019 Award - 02/18/2019 through 09/27/2019
2020 Award - 02/17/2020 through 09/18/2020
2021 Award - 02/15/2021 through 09/10/2021
2022 Award - 02/28/2022 through 09/02/2022
Securities Agent: IL, CA, RI, OK, MD, DC, NC, WA, TX, FL, UT, OR, AZ, VT, VA, OH, NJ, MA, ID, SC, PA, NY, TN, NV, CO, NH, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 182857
CA Insurance License #: 4197521
NMLS#: 182857
CA Insurance License #: 4197521
About Scott J. Panza
Scott joined Morgan Stanley in 2022, a second-generation advisor, and CERTIFIED FINANCIAL PLANNER ®practitioner, he works with clients to build personalized financial plans and solutions to meet each of their unique aspirations. With over fifteen years in financial services, Scott draws on that experience to provide meticulous attention to detail managing client portfolios in addition to providing comprehensive goals-based financial planning for high net worth individuals, company executives, entrepreneurs, and multi-generational families.
Prior to joining Morgan Stanley, Scott was a Vice President at Contrarian Capital Management, an opportunistic credit and special situations alternative investment firm. While there, Scott managed portfolio finance and trading operations across all of Contrarian’s fund strategies. Towards the beginning of his career, Scott was involved in multiple roles for Guggenheim Partners and State Street Alternative Investment Services.
Scott is a graduate of Saint Joseph’s University in Philadelphia with a degree in Finance and Economics. He resides with his wife Maura and three children in Fairfield, CT. Outside of work and time spent with his growing family, Scott enjoys staying active on the golf course, biking or playing basketball.
Prior to joining Morgan Stanley, Scott was a Vice President at Contrarian Capital Management, an opportunistic credit and special situations alternative investment firm. While there, Scott managed portfolio finance and trading operations across all of Contrarian’s fund strategies. Towards the beginning of his career, Scott was involved in multiple roles for Guggenheim Partners and State Street Alternative Investment Services.
Scott is a graduate of Saint Joseph’s University in Philadelphia with a degree in Finance and Economics. He resides with his wife Maura and three children in Fairfield, CT. Outside of work and time spent with his growing family, Scott enjoys staying active on the golf course, biking or playing basketball.
Securities Agent: CO, NJ, TX, OR, MA, VT, TN, OK, NV, ID, FL, IL, UT, RI, GA, PA, CA, AZ, WA, VA, SC, NY, NH, NC, CT, OH, DC, MD; General Securities Representative; Investment Advisor Representative
NMLS#: 2370617
CA Insurance License #: 4272871
NMLS#: 2370617
CA Insurance License #: 4272871
About Dina Livesay
Dina Livesay
Registered Associate
As a Registered 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.
Registered Associate
As a Registered 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.
About Dan Driscoll
Dan began his career in finance at Morgan Stanley in May 2021. As a registered CSA, Dan works closely with the team, providing exceptional service and support to all clients. His commitment to excellence and attention to detail helps ensure that clients receive the best possible assistance tailored to their unique financial needs.
A proud graduate of the University of Connecticut, Dan brings a strong educational background and a passion for finance to his role. His academic achievements and continuous learning have equipped him with the knowledge and skills necessary to navigate the complex world of financial services. Dan believes in building strong relationships with his dedication and professionalism.
Outside of the office, Dan enjoys spending his free time on the golf course, embracing the challenge and relaxation that the sport offers. Dan is an avid sports enthusiast, often attending various sporting events to support his favorite teams and enjoy the vibrant atmosphere. Whether on the job or in his personal life, Dan embodies a balance of hard work and enjoyment, making him a well-rounded and approachable professional in the financial industry.
A proud graduate of the University of Connecticut, Dan brings a strong educational background and a passion for finance to his role. His academic achievements and continuous learning have equipped him with the knowledge and skills necessary to navigate the complex world of financial services. Dan believes in building strong relationships with his dedication and professionalism.
Outside of the office, Dan enjoys spending his free time on the golf course, embracing the challenge and relaxation that the sport offers. Dan is an avid sports enthusiast, often attending various sporting events to support his favorite teams and enjoy the vibrant atmosphere. Whether on the job or in his personal life, Dan embodies a balance of hard work and enjoyment, making him a well-rounded and approachable professional in the financial industry.
Contact Robert A. Panza
Contact Earl D. Wheway, Jr.
Contact Scott J. Panza
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
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Are You Prepared for Tax Day?
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Financial Planning for Life After Selling a Business
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Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
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Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact The Panza Wheway Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
3Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
10When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
