John W. Heavey - Morgan Stanley Financial Advisor - RED BANK, NJ
Morgan Stanley
John W. Heavey
Senior Vice President
Financial Advisor
CERTIFIED FINANCIAL PLANNER
Family Wealth Director
20 LINDEN PLACE
RED BANK, NJ 07701
tel: (732) 224-3761
toll-free: (800) 396-2148 
fax: (732) 936-3470
Biography
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.


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