1 North Wealth Services Employee Directory

1 North Wealth Services corporate office is located in 1997 Annapolis Exchange Pkwy Ste 250, Annapolis, Maryland, 21401, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

Key Employees of 1 North Wealth Services

SB
Samantha Bartg...
Client Services Coordinator
PhoneEmail
MB
Margaret Banks
Customer Service Representative
PhoneEmail
DS
Dimitri Sfakiy...
Financial Advisor
PhoneEmail
JM
John Milchling
Investment Analyst & Portfolio Manager
PhoneEmail
PhoneEmail
PhoneEmail

1 North Wealth Services Global Presence

Location	People at location
North America	11-50

Index of contact profiles from 1 North Wealth Services

Hundreds of professionals searching for 1 North Wealth Services have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SB
Samantha Bartgis
Email Direct
Client Services Coordinator
United States , Maryland , Annapolis

JM
John Milchling
Email Direct
Investment Analyst & Portfolio Manager
United States , Maryland , Annapolis

DS
Dimitri Sfakiyanudis
Email Direct
Financial Advisor
United States , Maryland , Annapolis

MB
Margaret Banks
Email Direct
Customer Service Representative
United States , Maryland , Annapolis

Former Employees at 1 North Wealth Services

Explore people who held key positions, contributed to 1 North Wealth Services's success, and advanced their careers.

JM
Jay Middleton
Senior Portfolio Manag... at Dakota Wealth Manageme...
Worked as Principal, Partner
at 1 North Wealth Services (2015-2018)
Email Direct
MC
Margo Cook
President, Wealth & En... at Rothschild Capital Par...
Worked as Financial Planner & Manager, Investment & Phil...
at 1 North Wealth Services (2016-2023)
Email Direct
VN
Vy Nguyen
Manager, Service Deliv... at GlideFast
Worked as Investment Strategist
at 1 North Wealth Services (2018-2020)
Email Direct

Explore More

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Frequently Asked Questions Regarding 1 North Wealth Services Employees

How many employees does 1 North Wealth Services have?

1 North Wealth Services has 1-10 employees

Who are 1 North Wealth Services key employees?

Some of 1 North Wealth Services key employees are Samantha Bartgis, Margaret Banks, Dimitri Sfakiyanudis, John Milchling

Where is 1 North Wealth Services located?

1 North Wealth Services’s headquarters are located at 1997 Annapolis Exchange Pkwy Ste 250, Annapolis, Maryland, 21401, United States

How do I contact 1 North Wealth Services?

1 North Wealth Services Contact Info: Phone number: (410) 975-0099 Website: www.1northwealthservices.com

What does 1 North Wealth Services do?

1 North Wealth Services is dedicated to providing personalized financial planning and investment management advice to individuals, families, and business owners. Their mission is to offer trusted guidance to help clients achieve their financial goals while protecting their assets. The company emphasizes a collaborative approach to ensure financial... Read More

Is 1 North Wealth Services a public company?

1 North Wealth Services is private company therefore does not currently have an official ticker symbol

See more information about 1 North Wealth Services Employees