Courtesy photo for Headline Surfer / Charlie Helm joins finncial consulting team of Alliance Financial Partners.
PALM COAST -- Alliance Financial Partners, Inc. is proud to announce that Charles, “Charlie” Helm has joined the financial consulting team of Alliance Financial Partners, Inc. Alliance Financial Partners, Inc., located in Palm Coast, is a full-service financial firm, locally owned and operated by David L. Fowler and Edward Herrera.
With the addition of Helm, Alliance Financial Partners, Inc. will now offer two locations: 216 S. 3rd Street, Flagler Beach and 1 Florida Park Dr. North, Suite 105-B, Palm Coast.
Helm was raised in Baltimore. He spent most of his adult life in Cleveland Ohio until relocating to Dade City, in 1985. He moved to Flagler Beach in 1989. Helm began his long, seasoned financial career as a life insurance agent with New York Life in 1958. He went on to join Monarch Life Insurance Company in 1962, where he received his Series 7, General Securities Registration.
After a long tenure with Monarch Life Insurance as an independent general agent, Helm began his own company, Helm Financial in January of 1985. In addition to the longstanding experience and knowledge Charlie Helm brings to Alliance Financial Partners, Inc., he also comes with an impeccable reputation and enduring respect for his service to the Flagler County community.
Helm is a proud member of the Flagler Beach Rotary, the Flagler Volunteer Service (RSVP), the Flagler Auditorium Governing Board, the Florida Hospital Foundation, and the Flagler Beach Scenic Highway Friends of A1A. He also served on the board of the Flagler County Chamber of Commerce for six years as well as held the position of vice president for one year and secretary for four years. Additionally, Helm is past President of the Estate Planning Council.
When Helm is asked why he made the decision to join Alliance Financial Partners, Inc., he said, “Because of their integrity, ethics and strong commitment to the community where they live and work. I wanted to join a company that has the same business values I do.”
David Fowler, president of Alliance Financial Partners, Inc. said of the newest member of the team, "Charlie Helm brings years of experience in the financial industry and a wealth of knowledge to our firm. He truly is a wonderful addition to our team.” David L Fowler and Charles Helm are registered representatives of and offer securities through ING Financial Partners, Member SIPC. Alliance Financial Partners, INC is not a subsidiary of nor controlled by ING Financial Partners.