Heath Simcoe Appointed As LPL Financial Advisor
KOSCIUSKO — MutualBank and LPL Financial announce the appointment of Heath Simcoe as LPL Financial Advisor in Elkhart and Kosciusko Counties, specializing in financial services such as investments, retirement planning, college planning, IRA rollovers and more.
Prior to joining MutualBank, Heath displayed exemplary leadership and quantifiable results in his roles as Sales Manager, Operations Manager and Services Manager with the Best Buy organization. Today, Heath’s Series 7 and 66 registrations held through LPL Financial and Indiana State Life and Health Insurance licensing enables him to serve his clients while comprehensively pursuing their investment objectives—and that of their family and business. His competitiveness and passion for succeeding can contribute toward the well-being of those he serves as well as their future. Heath meets clients at Elkhart and Kosciusko County financial centers or at a client-proposed location.
Heath originally hails from North Manchester, where he attended Manchester College and majored in secondary education.
MutualFirst Financial, Inc. is the parent company of MutualBank, an Indiana-based financial institution since 1889. MutualBank has twenty-seven full-service retail financial centers in Allen, Delaware, Elkhart, Grant, Kosciusko, Randolph, St. Joseph and Wabash Counties in Indiana. MutualBank has two offices located in Fishers and Crawfordsville, Indiana specializing in wealth management and trust services and a loan origination office in New Buffalo, Michigan. MutualBank also operates a wholly owned subsidiary named Summit Mortgage which operates