at Morgan Stanley
Welcome Morgan Stanley serves many of the world s most sophisticated investors, and our firm is one of the nation s leading firms to help clients with their personal wealth. As your Financial Advisors, we have experience with the unique challenges, styles and strategies that distinguish wealthy investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices. We believe that working as a team helps to provide you with access to many possible strategies, and helps to ensure that you benefit from the highest levels of service. Our goal is to earn your confidence not only through the quality of solutions we provide to you, but also the excellence with which we deliver them.
Meet THE LIVESAY BALZANO GROUP Darden R. Livesay Jr. Financial Advisor Andrew W. Livesay Financial Advisor Ronald A. Balzano Financial Advisor Maya Eydelman Director of Business Strategy Timothy D. Wills Senior Registered Associate Paul D. Chadwick, CFP Financial Advisor 4 Landmark Square 2 nd Floor Stamford, CT 06901 Main: +1 203 326-6908 Toll-Free: +1 866 840-1204 FA.MorganStanley.com/TheLivesayBalzanoGroup Working with many types of individuals and families has given our team the experience, perspective and skill to help you build a financial future. You will work with professionals who can translate your goals into a custom designed wealth plan customized to you and your needs for your financial future. Moreover, because we work as a team, you will always have access to a Financial Advisor who understands your specific goals and strategy. 1. Front row left to right: Darden Livesay, Ron Balzano, Maya Eydelman. 2. Back row left to right: Tim Wills, Paul Chadwick, Andrew Livesay.
As a licensed investment professional for over 30 years, Darden implements wealth management strategies for high net worth clients and trustees by concentrating on portfolio management and legacy planning. He focuses on equity and fixed income research, asset allocation and new business development. He also focuses on managing Taft Hartley Pension and Welfare plans. Darden R. Livesay Jr. Executive Director Portfolio Management Director Senior Investment Mgmt. Consultant Financial Advisor +1 203 326-6938 Darden.LivesayJr@morganstanley.com Darden is firmly committed to long-term relationships and strives to deliver exceptional client service. By taking time to listen and objectively assess client s needs, risk tolerance and investment objectives, he carefully develops customized investment programs for each client. Darden has a passion for helping people to make the right choices so that they can be financially independent later in life. Darden is among a select Financial Advisors recognized by Morgan Stanley with the designation of Wealth Advisor, Portfolio Management Director and Senior Investment Management Consultant, demonstrating that he has met some of the firm s highest standards of delivering a depth of experience and breadth of knowledge in wealth planning and investment advice to the most affluent valued clients. As an Alumnus of Iona College in New Rochelle NY with a Bachelor of Arts in Economics, Darden continues to expand his learning through on going continuing education at Morgan Stanley. Darden s hobbies include skiing with his family, car collecting, fitness, playing guitar and golfing. Darden R. Livesay Jr. holds the following registrations: Securities Agent: CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, VT, WY; General Securities Representative; Investment Advisor Representative. NMLS#: 135733.
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. Andrew W. Livesay Senior Vice President Portfolio Management Director Financial Advisor +1 203 326-6937 Andrew.Livesay@morganstanley.com 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 25 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. Andrew W. Livesay holds the following registrations: Securities Agent: CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WY; General Securities Representative; Investment Advisor Representative. NMLS#: 135730.
Ron Balzano has over twenty five years of financial services, legal, accounting, business and tax experience. This combination of professional experience enables Ron to navigate through the wealth process and help clients achieve their financial goals. Ron guides his clients with meaningful insight and strategic thinking to help affluent individuals and families address their most complex business and personal financial challenges. Ronald A. Balzano Portfolio Manager Family Wealth Advisor Financial Advisor +1 203 326-6957 Ronald.Balzano@morganstanley.com Prior to joining Morgan Stanley, Ron directed the personal financial organization of a Forbes 100 family. In this capacity, he addressed a broad spectrum of business and financial situations unique to highly successful individuals. These responsibilities included day to day operations and providing in depth analysis to financial disciplines such as investment planning, balance sheet enhancement, tax mitigation and wealth transfer. Prior thereto, Ron was a managing partner in the law firm Silverman, Collura, Chernis & Balzano, P.C and a Tax Associate at Arthur Andersen. Ron now delivers comprehensive wealth management services at Morgan Stanley focusing on developing customized investment strategies, business planning, retirement, estate and tax planning strategies. Ron graduated magna cum laude with an accounting degree and studied law at Fordham University School of Law. He is Series 7, 63 and 65 registered and while not practicing with Morgan Stanley, continues to be a licensed attorney in New York and Connecticut. Ron has lived in New Canaan, CT for over 20 years and is an active member of the community. He enjoys playing paddle tennis, skiing and golfing. Ronald A. Balzano holds the following registrations: Securities Agent: CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WY; General Securities Representative; Investment Advisor Representative; Managed Futures. NMLS#: 150258.
With over 25 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 Eydelman Assistant Vice President Director of Business Strategy +1 203 326-6925 Maya.Eydelman@morganstanley.com 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. A few years later Maya received the title of Registered Marketing Associate 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 promoted her to the current title in 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. Maya Eydelman holds the following registrations: Securities Agent: CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, NC, NJ, NY, OR, PA, SC, TX, VA, WY; General Securities Representative; Investment Advisor Representative.
Having experienced both the front end client facing side of our business where client relationships are born and cultivated through the establishment of trust when serving as a Financial Advisor, and the back end operational side where relationships are sustained through execution of exceptional service, Tim brings to our team a distinctive understanding of what it takes to deliver the highest quality wealth management experience from end to end. Timothy D. Wills Financial Planning Specialist Senior Registered Associate +1 203 326-6914 Timothy.Wills@morganstanley.com As a Financial Planning Specialist & Senior Registered Associate, Tim s responsibilities include the execution of our daily portfolio trading, periodic rebalancing, financial planning, research, and providing portfolio analytics on pertinent dynamics in the global financial markets and economies. Tim is also actively engaged in new business development activities and marketing. Tim began his financial services career as a registered representative. He is Series 7, Series 63, and Series 65 licensed and currently holds registrations in 33 states. Tim received a Bachelor of Arts degree from Gettysburg College where he graduated with honors in his dual majors: Economics & Business Management. A native of New Canaan, CT for over 20 years, Tim now resides in Stamford, CT. Tim enjoys living an adventurous lifestyle, traveling to new cities, exploring new places, and spending time with friends and family. He enjoys running, working out, hiking, skiing, and occasionally golfing. His favorite sport is football. Timothy D. Wills holds the following registrations: Securities Agent: AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WV, WY; General Securities Representative; Investment Advisor Representative
Paul has 20 years of investment management experience. As a Certified Financial Planner, Paul guides clients through a comprehensive financial planning process that begins with identifying client s needs and goals. Once objectives are established, he works on helping match their long term goals with the appropriate investment strategies. He places a strong emphasis on proper asset allocation, diversifying concentrated positions and mitigating risk. Paul D. Chadwick, CFP Associate Vice President CERTIFIED FINANCIAL PLANNER TM Financial Advisor +1 203 326-6955 Paul.Chadwick@morganstanley.com Paul received his BA from Kenyon College and his MBA from The University of San Francisco. He was raised in Greenwich, Connecticut and now currently resides in Pound Ridge, New York with his wife, Eleanor, and their sons, Harry and Benjamin. Paul coached football and enjoys skiing, camping and paddle tennis. Paul is FINRA Series 7, 63, 66 and 31 licensed and is a Certified Financial Planner practitioner. He is also licensed in CT, NY & CA for Life, Accident/Health, Variable Annuities and Variable Life Insurance. Paul D Chadwick holds the following registrations: Securities Agent: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures. NMLS#: 119092.
Disclaimers: 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. 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. 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. The strategies and/or investments discussed in this material may not be suitable for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor s individual circumstances and objectives. Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates. Asset allocation and diversification do not guarantee a profit or protect against a loss in a declining financial market. Morgan 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.