Michael Heavey
  • SVP, Head of Distribution and Sales
  • 800-347-3539 x 215
  • Direct: 617-470-1693
  • mheavey@flexibleplan.com
  • Territories: Across the U.S.
Years in industry: 30
Education: Degree in finance and accounting from Northeastern University

Michael Heavey has more than 30 years of experience in financial services and capital markets. Before joining Flexible Plan Investments, Mr. Heavey worked for 10 years as an institutional fixed-income sales trader before transitioning to the retail brokerage side. He has worked with some of the best-known names in the industry, including Morgan Stanley Smith Barney, Charles Schwab, and Fidelity. He leveraged his experience as an advisor to join MFS Investment Management, where he spent more than seven years as a mutual fund wholesaler. He has held the FINRA Series 7, 63, 65, 24, and 55 licenses.

Mr. Heavey served on the board of the John Winthrop School for Young Children, a nonprofit, early education school in Boston. He also volunteered as an activity leader for the nonprofit organization Horizon for Homeless Children. Mr. Heavey lives in Oakland Township, Michigan, where he loves spending time with his wife, Melanie, and two children, Mairin and Michael. He enjoys cooking, good wine, boating on the lakes, and playing golf.

Jennifer Thompson

Contact Jennifer for assistance with broker-dealer changes, commission reports, third-party software download requests, or strategy changes.

Jennifer has been part of the Flexible Plan team since 2005.

Barb Valenzuela

Contact Barb for answers on investment platforms and their required paperwork for new client accounts.

Barb has been part of the Flexible Plan team since 2000.

Laurie McGuire

Contact Laurie if you have service or billing questions about your existing client accounts.

Laurie has been part of the Flexible Plan team since 1993.