Luis Padilla, MBA

Louie began his career at Merrill Lynch while studying for his MBA. After receiving his MBA from Mount St. Mary’s in 2002, Louie started working for Chesapeake Financial Group. This is where he realized that his responsibility was always to the client. He received awards and certificates of appreciation; the most meaningful being written testimony from clients. During his quest to serve his clients, he realized to truly meet their expectations he would need to become independent. In 2009, Louie started an independent wealth management division at WorkforceTactix. In this position, he worked alongside a group of insurance professionals to design full-service solution for employers seeking to provide exemplary benefit packages. Louie was the missing piece providing 401(k), retirement and executive planning, and individual planning.

In 2015, Louie founded Maryland Wealth Management a completely independent wealth management organization partnering with Founders Financial Securities. Throughout the years, Louie has seen different types of market turmoil and has led his clients to their goals. The client relationship is one of the guiding principles for Maryland Wealth Management and placing the client’s needs first is not only paramount but what we feel is our obligation.

When not working, Louie enjoys cooking for his wife and son, playing golf and shopping at locally owned businesses.

– Personalized local service
– Wealth of knowledge and tools to grow yours
– Founder of Maryland Wealth Management

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
Group 401K
Goals and Aspirations
Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

Office: (443) 212-1621
Direct: (410) 925-8475
Fax: (443) 212-1183
lpadilla@marylandwm.com

 

Client Relationship Manager
Donna Sparks
dsparks@marylandwm.com
Office phone: (443) 212-1624

Luis Padilla, MBA

Louie began his career at Merrill Lynch while studying for his MBA. After receiving his MBA from Mount St. Mary’s in 2002, Louie started working for Chesapeake Financial Group. This is where he realized that his responsibility was always to the client. He received awards and certificates of appreciation; the most meaningful being written testimony from clients. During his quest to serve his clients, he realized to truly meet their expectations he would need to become independent. In 2009, Louie started an independent wealth management division at WorkforceTactix. In this position, he worked alongside a group of insurance professionals to design full-service solution for employers seeking to provide exemplary benefit packages. Louie was the missing piece providing 401(k), retirement and executive planning, and individual planning.

In 2015, Louie founded Maryland Wealth Management a completely independent wealth management organization partnering with Founders Financial Securities. Throughout the years, Louie has seen different types of market turmoil and has led his clients to their goals. The client relationship is one of the guiding principles for Maryland Wealth Management and placing the client’s needs first is not only paramount but what we feel is our obligation.

When not working, Louie enjoys cooking for his wife and son, playing golf and shopping at locally owned businesses.

– Personalized local service
– Wealth of knowledge and tools to grow yours
– Founded Maryland Wealth Management

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: (410) 925-8475
Fax: (443) 212-1183
lpadilla@marylandwm.com

 

Client Relationship Manager

Donna Sparks

dsparks@marylandwm.com
Office phone: (443) 212-1624

specialized in:

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

   

Luis Padilla, MBA

Louie began his career at Merrill Lynch while studying for his MBA. After receiving his MBA from Mount St. Mary’s in 2002, Louie started working for Chesapeake Financial Group. This is where he realized that his responsibility was always to the client. He received awards and certificates of appreciation; the most meaningful being written testimony from clients. During his quest to serve his clients, he realized to truly meet their expectations he would need to become independent. In 2009, Louie started an independent wealth management division at WorkforceTactix. In this position, he worked alongside a group of insurance professionals to design full-service solution for employers seeking to provide exemplary benefit packages. Louie was the missing piece providing 401(k), retirement and executive planning, and individual planning.

In 2015, Louie founded Maryland Wealth Management a completely independent wealth management organization partnering with Founders Financial Securities. Throughout the years, Louie has seen different types of market turmoil and has led his clients to their goals. The client relationship is one of the guiding principles for Maryland Wealth Management and placing the client’s needs first is not only paramount but what we feel is our obligation.

When not working, Louie enjoys cooking for his wife and son, playing golf and shopping at locally owned businesses.

– Personalized local service
– Wealth of knowledge and tools to grow yours
– Founder of Maryland Wealth Management

specialized in:

Financial Planning
Retirement Planning
Family Planning
Group 401K
Goals & Aspirations

Educational Planning
Private Asset Mngt
Fixed Income
Equity Investments

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: (410) 925-8475
Fax: (443) 212-1183
lpadilla@marylandwm.com

 

Client Relationship Manager

Donna Sparks

dsparks@marylandwm.com
Office phone: (443) 212-1624

– 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.