Becky's experience from 20 plus years working in client services at Alex Brown, positions her well for providing exceptional client care at The Sparks Group. Becky’s keen attention to detail and follow-through assure proper and timely implementation of everything from account maintenance and transactions to executing cash distributions to scheduling and follow through on paperwork. Her critically important support role and energy allows Beth and Mark more time to focus on their expertise in developing investment strategies and custom financial planning.
Becky is licensed in the Series 7 General Securities, and Series 66 – Uniformed Combined State License. She also holds the North Carolina Medicare Supplement Long Term Care license and North Carolina Life and Health license.
Becky and her husband relocated from Winston Salem, North Carolina last year when Mark was transferred with Nationwide Insurance. They live in Clintonville with their dog, Jam.
As a note, Alex Brown was the first investment banking firm in the United States. They financed the continent’s first railroad, the Baltimore & Ohio, which opened markets to the west in 1830. In more recent times they launched the IPOs of Microsoft, Oracle, Microsystems, AOL and Starbucks public. Alex Brown is now a division of Raymond James.