PROFESSIONAL PROFILE
Mary C. Heltzel, CIMA®, ChFC®, CRPC, CRPS, Assistant Vice President, is a Wealth Management Advisor. Mary has been with Merrill Lynch for fifteen years. Mary recently completed the required courses and testing with University of Pennsylvania's Wharton School of Business and Investment Consultants Association to earn her Certified Investment Management Analyst designation. She also holds the Chartered Financial Consultant designation from the American College, Chartered Retirement Planning Councelor and Chartered Retirement Plans Specialist designations from the College of Financial Planning. These credientials demonstrate Mary's dedication to meeting the needs of investors in this ever-changing financial environment. She specializes in wealth-management strategies to help clients focus on retirement, estate and tax planning issues and the development of those strategies with appropriate investments. Mary is a native of York and graduated from York College Of Pennsylvania. She is married to David and has two grown children, Lauren and Douglas.