Mary Heltzel, Senior Vice President/Investments - Stifel

Mary Heltzel, Senior Vice President/Investments - Stifel Mary Heltzel, CIMA®, AIF®, ChFC®, CRPC®, CRPS®, Senior Vice President/Investments - Stifel

After hours by appointment only.

I provide a uniquely tailored investment plan to each of my clients, based on his or her needs and financial goals, that seeks to grow and mitigate risk to their investments to enhance the lives of my clients and their families. My financial focus is on retirement planning, education planning, estate planning strategies, and investments to create traditional portfolio investment allocations. My fi

rm, Stifel, has enjoyed the privilege of serving clients for 130 years. Founded in 1890, Stifel, today, is the 7th largest investment banking and brokerage firm in the country in terms of the number of financial advisors, with $330 billion of customer assets under management. Stifel's philosophy on investing is built on more than a century-old tradition of trust, understanding, and solid, studied advice. Interests: spending time with family (especially my adorable grandsons), boating, travelling, supporting the arts, and educating children about finance

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!
06/15/2026

To all the fathers who lead with love and wisdom, today we honor you. Happy Father's Day!

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globa...
06/15/2026

Agriculture accounted for nearly 7% of the U.S. economy just 25 years ago but is currently only around 4.5%. While globalization of the food industry has afforded consumers access to a myriad of markets and different products often at lower prices, the shifting composition of players has left the industry increasingly vulnerable to global supply and price shocks. Today, the traditional model of locally grown produce has shifted, where family-run farms play a minority role to international suppliers and big business distributors.

Read the full piece here: https://livesocial.seismic.com/a0XCnG

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It mig...
06/10/2026

Reports from Microsoft are exposing AI's potential cost problem. Good news: The robots can do the work. Bad news: It might be cheaper to hire a human instead.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ammGDk

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Me...
06/03/2026

For a while, the artificial intelligence trade seemed to belong to the "Magnificent Seven" – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. But lately, the rally has started moving down the semiconductor food chain.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/aGlauE

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of ...
06/01/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes an in-depth look at the state of the federal government's balance sheet, the runup in liabilities, the buyers of U.S. Treasuries, and the potential consequences of rising U.S. debt.

Read the full piece here: https://livesocial.seismic.com/ak2KY1

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity...
06/01/2026

Resilient earnings, easing Middle East tensions, and renewed artificial intelligence enthusiasm extended the U.S. equity rally to nine straight weeks, even with sticky inflation and an increasingly divided Federal Reserve.

Read more here: https://livesocial.seismic.com/aWA02v

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies...
05/28/2026

After a long nap, the IPO market is finally waking up – and not quietly. Through the first quarter of 2026, 35 companies have gone public raising approximately $9.9 billion, according to Renaissance Capital, marking the strongest start since the 2021 surge.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a9KtR3

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at ...
05/20/2026

Over in Cambridge, Massachusetts, students are suffering from too much success. They've been handing out so many A's at Harvard that some faculty members are now stepping in. Grades have been inflated to the point where an A has gone from "genius-level achievement" to "solid attendance record."

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/anjAcW

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
05/19/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, policy, and what to expect looking out further into 2026.

Watch the full report here: https://livesocial.seismic.com/azrqo8

The UAE's decision to exit the cartel grabbed headlines, but the bigger story has been unfolding for years: OPEC's grip ...
05/06/2026

The UAE's decision to exit the cartel grabbed headlines, but the bigger story has been unfolding for years: OPEC's grip on global oil markets has been quietly slipping.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ah1rTV

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235 Street Charles Way, Suite 100
York, PA
17402

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