John W. Heavey - Morgan Stanley Financial Advisor - RED BANK, NJ
Morgan Stanley
John W. Heavey
Executive Director
Financial Advisor
Family Wealth Director
RED BANK, NJ 07701
tel: (732) 224-3761
toll-free: (800) 396-2148 
fax: (732) 936-3470
John W. Heavey, CFP
Senior Vice President – Wealth Management
Family Wealth Director
Red Bank, New Jersey 
John Heavey is a Senior Vice-President - Wealth Management advisor at the Morgan Stanley - branch in Red Bank, New Jersey. He is also one of the privileged financial advisors to have been awarded the exclusive distinction of Family Wealth Director. This designation is awarded to those advisors who have demonstrated the expertise to advise the ultra high net worth client. John also holds the Certified Financial Planner designation and is responsible for the management of over $470 million in client assets. John has also been named to The Financial Times’ 2014 list of America’s Top 400 Financial Advisors.

John has been in the financial services industry for 30 years. Prior to joining Morgan Stanley in June of 2005, he was Senior Vice President and Wealth Management Advisor with Merrill Lynch Private Client Group for 18 years.

John specializes in working with high net worth individuals and families and providing solutions for clients in areas such as estate planning, retirement planning, philanthropy, liability management and hedging and monetization strategies.

John received his Bachelor of Arts degree from Furman University in 1981 and his Certified Financial Planner designation in 1986. He is a member of the Advisory Council to Interfaith Neighbors in Asbury Park, NJ, which is dedicated to aiding the working class poor of Monmouth County, New Jersey., John is a member of the Monmouth Medical Center Board of trustees and is Chairman of the Finance Committee. Finally, he serves on the Finance Committee for the Visiting Nurse Association of Central Jersey based in Red Bank, NJ. He and his wife, Joanne, have four children and reside in Ocean Township, NJ.

This 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: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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.
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
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures
pp:3135 mp: 2281