Robert A. Panza

Background

About Robert A. Panza

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 is dedicated to helping his clients achieve their personal and professional financial goals, which often include: • Managing a life-changing event with confidence • Planning for a successful retirement • Financing a major acquisition • Mitigating taxes • Strengthening or selling a business • Achieving philanthropic goals • Leaving a lasting legacy 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, since 2012**. 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. Areas of Focus: Wealth Management, Professional Portfolio Management, Financial Planning, Retirement Planning, Estate Planning Strategies, Endowments and Foundations, Business Succession Planning, Life Insurance, Philanthropic Services, and Cash Management Solutions. He and his wife, Maria, currently reside in Trumbull, CT.**See honors & awards section below for awards criteria.