• Carl Heltzel

    Financial Advisor

    Registered Representative

A native of the Mahoning Valley, I earned my Bachelors degree in business administration from New England College, Henniker NH in 1977. Shortly thereafter I began a career in financial services through employment in the insurance industry and commercial banking. In addition to a bachelors degree, I completed industry sponsored programs including the Graduate School of Banking at the University of Wisconsin and the National School of Commercial Lending at the University of Oklahoma.

I began my career in the securities industry in 1989 with a national firm, and since that time have been providing advice and counsel to my clients.  I presently serve on the St Rose Parish Council in Girard OH and the Mahoning Valley Bar Association Foundation.

 We have three children, Steve (Julie), Creston and Christopher and three adorable
grandchildren.