Client Relationship Manager, Donna Sparks

Louie and Donna started working together while employed at Chesapeake Financial Group.  Together they joined WorkforceTactix to head up the wealth management division.  When Louie started Maryland Wealth Management; Donna became the Client Relationship Manager.  She has many years of experience in the financial industry overseeing the day to day operations and managing client’s needs.  Donna likes being the point of contact for many clients while nurturing the relationship with her attention to detail.  When Donna’s not in the office, she enjoys spending time with her family and her dog, Lacie.

Financial Client Relationship Manager for Louie during his National & Local Recognition:

– Multiple Five Star Wealth Manager Awards by Baltimore Magazine.

– Former Executive Appointment to the Baltimore County to the Human Relations Commission Board.

specialized in:

Financial Planning
Retirement Planning
Family Planning
401K
Goals and Aspirations
Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

Office: (443) 212-1621
Direct: (443) 212-1624
Fax: (443) 212-1183
dsparks@marylandwm.com

 

Founder
Louie Padilla, MBA
lpadilla@marylandwm.com
Direct: (410) 925-8475

Client Relationship Manager, Donna Sparks

Louie and Donna started working together while employed at Chesapeake Financial Group. Together they joined WorkforceTactix to head up the wealth management division. When Louie started Maryland Wealth Management; Donna became the Client Relationship Manager. She has many years of experience in the financial industry overseeing the day to day operations and managing client’s needs. Donna likes being the point of contact for many clients while nurturing the relationship with her attention to detail. When Donna’s not in the office, she enjoys spending time with her family and her dog, Lacie.

Financial Client Relationship Manager for Louie during his National & Local Recognition:

– Multiple Five Star Wealth Manager Awards by Baltimore Magazine.

– Former Executive Appointment to the Baltimore County to the Human Relations Commission Board.

Office: (443) 212-1621
Direct: (443) 212-1624
Fax: (443) 212-1183
dsparks@marylandwm.com

 

Founder
Louie Padilla, MBA
lpadilla@marylandwm.com
Direct: (410) 925-8475
specialized in:

Financial Planning
Retirement Planning
Family Planning
401K
Goals and Aspirations
Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

   

Client Relationship Manager, Donna Sparks

Louie and Donna started working together while employed at Chesapeake Financial Group. Together they joined WorkforceTactix to head up the wealth management division. When Louie started Maryland Wealth Management; Donna became the Client Relationship Manager. She has many years of experience in the financial industry overseeing the day to day operations and managing client’s needs. Donna likes being the point of contact for many clients while nurturing the relationship with her attention to detail. When Donna’s not in the office, she enjoys spending time with her family and her dog, Lacie.

specialized in:

Financial Planning
Retirement Planning
Family Planning
401K
Goals & Aspirations

Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

Financial Client Relationship Manager for Louie during his National & Local Recognition:

– Multiple Five Star Wealth Manager Awards by Baltimore Magazine.

– Former Executive Appointment to the Baltimore County to the Human Relations Commission Board.

Office: (443) 212-1621
Direct: (443) 212-1624
Fax: (443) 212-1183
dsparks@marylandwm.com

 

Founder
Louie Padilla, MBA
lpadilla@marylandwm.com
Direct: (410) 925-8475
– Executive appointment received by local Baltimore County Government. – Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors – Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers by Baltimore Magazine.