For nearly three decades, I have helped individuals and families achieve their financial goals and objectives through the use of dynamic wealth preservation portfolios. Along with my team at the Panfil Group, I work with executives, families, retirees, and sports figures, as well as my clients CPAs, attorneys and other advisors. Over the years, The Panfil Group at Morgan Stanley has helped business executives; high-net worth individuals, professional athletes, entertainers as well as retirees meet the challenges of managing significant wealth. We support our clients in making smart choices about how they save, spend, invest, borrow, preserve and give within a secure financial game plan, so they can maintain a comfortable living during their retirement and fulfill their philanthropic and estate planning objectives. The Panfil Group at Morgan Stanley focuses on preserving our clients wealth while actively looking for ways to create real returns without taking undue risk. Our approach takes into consideration not only our clients financial needs, but also their personal goals and circumstances. Using a process of dynamic asset allocation, we manage our clients investment portfolios through strong and weak market cycles. NMLS #1692158 Hobbies: Comic Book Collector, Sports Memorabilia, Trans Am and Ferrari Enthusiast. 