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

09/08/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D takes a closer look at the latest August payrolls report and what it means for future Fed policy.

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Ne...
09/02/2026

America's debt situation has been getting plenty of attention lately, and this isn't the first debt drama in history. Nearly 500 years ago, Henry VIII faced a budget problem ... His strategy? Quietly reduce the amount of gold and silver in England's coins while keeping their face value the same. People eventually caught on, and the episode became one of history's earliest examples of currency debasement.

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

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month...
09/01/2026

U.S. equities closed in August near record highs as strong artificial intelligence-related earnings outweighed mid-month jitters over rising long-term yields and questions about the durability of AI spending.

Read the full piece here:https://livesocial.seismic.com/a_a3bD

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the glo...
08/31/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, discusses massive volatility in the global energy market hurting American consumers as gasoline prices spiked to a four-year high of $4.56 a gallon in May. Since then, prices have cooled somewhat, down 10%, but they are still 45% higher than at the start of the year.

Read the full report here: https://livesocial.seismic.com/aLinUD

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed...
08/26/2026

The U.S. government crossed $40 trillion in debt last week. That number has doubled in less than a decade, and it showed up about two years earlier than forecasters penciled in.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a9g7HW

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 ...
08/19/2026

July's headline jobs numbers looked … fine. Unemployment fell to 4.1%, even though the economy unexpectedly lost 23,000 jobs.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/a69uV2

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, offers an updated view on the economy, ...
08/17/2026

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/aUkHbO

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing ...
08/12/2026

The U.S. opening weekend ticket sales for Spider-Man: Brand New Day topped $360 million, making it the highest-grossing U.S. domestic opening weekend of all time.

For more information on this and to read the full piece, click here: https://livesocial.seismic.com/ap9axm

08/10/2026

In this week's Economic Insight, Stifel's Chief Economist, Lindsey Piegza, Ph.D, takes a closer look at the latest July payrolls report and what it means for future Fed policy.

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the worl...
08/05/2026

Every summer our CIO Office surveys our incoming interns to see how the next generation spends, saves, and sees the world. Think of it as a sneak peek at tomorrow's consumer.

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

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235 Street Charles Way, Suite 100
York, PA
17402

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