
Heavey joins Business Owner Executive Council Morgan Stanley Smith Barney has announced that North Pacific Beach/La Jolla resident Jerry Heavey, vice president for wealth management and a financial advisor in the firm’s wealth management office downtown, has been invited into the Business Owner Executive Council. Heavey has worked at Smith Barney since 1999 and been in the financial services industry since 1993. In addition to providing personal wealth management services, he provides advice specifically tailored to the unique needs of business owners, utilizing a systematic approach specifically designed for business owners called the business owner standard. Heavey analyzes a client’s complete wealth picture, mindful that decisions made in one piece of the wealth puzzle can enhance — or diminish — the value of another. This includes conducting a review of cash management and capital needs, reviewing the benefits a business offers to their employees, helping to protect against potential risks that may exist and, when the time comes, helping to educate clients on the various strategies available to exit the business, whether through business sale, succession or merger. The Morgan Stanley Smith Barney Business Owner Executive Council is an invitation-only program reserved for the top 2 percent of financial advisors who focus their practice on helping small- and middle-market business owners connect the pieces of their financial life with an overall strategy that considers both their business and personal wealth management plans. For more information, call (619) 544-6560. Z57 Inc. taps Capezza as sales director Z57 Inc. has appointed Mission Beach resident Steve Capezza as its director of sales. In his new role with the San Diego-based real estate Internet marketing company, Capezza will manage the sales organization. He is responsible for driving revenues while developing individuals and teams to achieve or exceed Z57’s goals within budget parameters. Capezza first joined Z57 in 2002 as an Internet consultant. He was consistently promoted within the company through 2007. Capezza took a year hiatus and served as sales performance manager for GreatCall Inc. (Jitterbug), a San Diego wireless service focused on helping to keep customers connected through its simplified and personalized approach. In 2008 Capezza was rehired as a sales manager at Z57, excelling in his commitment to the company’s products and services and in 2010 rose to the rank of senior sales manager. Most recently, he served as Z57 director of client development. In this position, Capezza spearheaded the 2011 launch of Z57 Academy, the company’s education division. For more information, call (800) 899-8148, or visit www.Z57.com.









