Maumee, OH Office

Team
Updated today

Client AUM

$6,150,066,127

Clients

3,056

Advisors

3

Of 37 advisors across 10 offices

Location

1701 Woodlands Dr., Suite 200

Maumee OH 43537

Advisors at this office

3

Advisors at this office

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Brittany B

Series 65

Maumee, OH

Carnegie Investment Counsel

Brittany Blazey is a Series 65-registered advisor with seven years of industry experience. She has worked at Carnegie Investment Counsel since 2018 following five years at Private Wealth Consultants LTD. Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, nonprofits, corporations, government entities, and other investment advisers. The firm employs a variety of analytical approaches and may use long- and short-term trading, options, and margin strategies for suitable clients.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Christopher H

Series 65

Maumee, OH

Carnegie Investment Counsel

Christopher Henry is a financial advisor at Carnegie Investment Counsel with eight years of industry experience. He holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2018, following a seven-year tenure at Private Wealth Consultants. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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Shams A

Series 65

Maumee, OH

Carnegie Investment Counsel

Shams Afzal is a financial advisor at Carnegie Investment Counsel with nine years of industry experience. He holds a Series 65 designation and previously worked at Private Wealth Consultants before joining Carnegie Investment Counsel in 2018. Carnegie Investment Counsel offers investment supervisory services, financial and retirement plan advice, and financial planning to a diverse client base including individuals, high net worth clients, institutions, and nonprofits. The firm uses a variety of analytical approaches and investment strategies aligned with client goals and provides specialized services such as ERISA-section fiduciary oversight and nongovernmental governance support.

ESG / Sustainable investing Annuities Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Consultant Values-based investing
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