Mark V. Carlozzi
Owner and Advisor
I specialize in helping individuals develop investment strategies that work for them. I've been in the industry for 40 years, and I'm proud of my commitment to providing personalized, hands-on service. I aim to educate my clients about financial concepts and products and take the mystery out of investing, wealth management, estate conservation, preserving wealth, and insurance.
I graduated from Youngstown State University in 1982 with a Bachelor's degree in Business Administration and a minor in Economics. After graduation, I continued to build my client base and eventually obtained my securities license in 1986, allowing me to offer financial and investment services. Throughout my career, I've received numerous awards and recognitions for my production and client services, and I'm proud of the impact I've had on my clients' financial futures.
I've lived in the Mahoning Valley all my life and currently reside in Poland with my wife, Joyce, to whom I've been married for 38 years. We have three grown children, and I'm a dedicated family man who enjoys spending time with them, traveling, and cheering on The Ohio State Buckeyes and the Cleveland Guardians.
I am an Investment Advisor Representative with American Portfolios Financial Services, Inc. I hold Series 6, 7, 24, and 63 securities registrations, and I'm licensed to provide life insurance. My passion for helping people reach their financial goals is unwavering, and I look forward to serving you and your family.
To meet with Mark, contact us today by phone at (330) 758-8360 or by email at firstname.lastname@example.org