Mark V. Carlozzi
With over 43 years of experience, Mark specializes in helping individual and small business owners develop investment strategies that work for them and to support their long-term goals. He’s committed to providing hands-on service and helping clients understand the financial concepts that matter most—from retirement planning and wealth preservation to insurance and estate planning.
Mark holds a degree in Business Administration with a minor in Economics from Youngstown State University. Mark began working in the insurance business prior to graduation and obtained his securities license in 1986, allowing him to offer financial and investment services. His approach blends deep industry experience with a client-first mindset, providing clear and customized guidance for every stage of life.
Mark holds Series 6,7,24 and 63 securities registrations and is licensed to provide life insurance. His passion for helping people reach their financial goals is unwavering and he is proud of the impact he has had on his client's financial futures.
A lifelong resident of the Mahoning Valley, Mark lives in Poland, Ohio, with his wife, Joyce. They have three grown children and enjoy traveling and supporting the Ohio State Buckeyes and Cleveland Guardians.
