• 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