Page 12 - Springettsbury Township News - Fall 2020

Springettsbury Township U.S. POSTAGE
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1501 Mt. Zion Road PERMIT NO. 386
York, Pennsylvania 17402 YORK, PA

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Congratulations to

Mary Heltzel ® ® ®
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Liz Heath CIMA , AIF , ChFC , CRPC , CRPS
Senior Vice President/Investments
Licensed Insurance Broker York, Pennsylvania
717-885-7195 for being named to Forbes’ America’s
Top Women Wealth Advisors List
liz@heathinsurancesolutions.com Forbes’ America’s Top Women Wealth Advisors, April 21, 2020. Rankings are based on the opinions of SHOOK
Research, LLC, and were selected from a pool of 32,000 nominations. Advisors in the America’s Top Women
Wealth Advisors list are judged on individual contribution, but total team assets are shown, which can include
 Medicare Supplement Insurance Plans one or more additional advisors. Qualifying advisors met the following basic requirements: a minimum of
seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by
their firm, completion of an online survey, over 50% of their revenue/production must be with individuals,
 Medicare Advantage Insurance Plans and an acceptable compliance record. The ranking algorithm is based on qualitative measures derived from
telephone and in-person interviews and surveys; service models, investing process, client retention, experience
levels, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under
 Part D Prescription Drug Plans management and revenue generated for their firms. Investment performance is not a criterion. Neither
SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement
on a ranking. The ranking may not be representative of any one client’s experience and is not indicative of the
 Vision & Dental Insurance Plans financial advisor’s future performance. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
Mary Heltzel, CIMA , AIF , ChFC , CRPC , CRPS
®
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 Life Insurance Plans Senior Vice President/Investments
(717) 741-8911 | heltzelm@stifel.com
C Caallll ffoorr aa ffrreeee ccoonnssuullttaattiioonn 235 St. Charles Way, Suite 100 | York, Pennsylvania 17402
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com