StoneBridge Advisors, Inc.

www.stonebridgefinancialadvisors.net

StoneBridge Advisors, Inc., with a primary location in Ellicott City, Maryland, is a financial services firm with extensive experience in handling the complex financial needs of clients. The firm provides clients with retirement planning, estate planning strategies, business succession planning, estate tax reduction strategies, as well as investment and insurance management. An individualized plan is developed for each client that will best suit his or her unique financial circumstances. Founded by Mike Ward in 2005, his 35 years of experience brings a high level of expertise, ensuring clients receive the best and most sound financial guidance. Mike's expertise is complemented by his partner Sarah Cicero and a team of dedicated associates and employees. Registered associates of StoneBridge Advisors, Inc. are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. StoneBridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors. Offering securities to residents of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. CRN-5206150-111822

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StoneBridge Advisors, Inc., with a primary location in Ellicott City, Maryland, is a financial services firm with extensive experience in handling the complex financial needs of clients. The firm provides clients with retirement planning, estate planning strategies, business succession planning, estate tax reduction strategies, as well as investment and insurance management. An individualized plan is developed for each client that will best suit his or her unique financial circumstances. Founded by Mike Ward in 2005, his 35 years of experience brings a high level of expertise, ensuring clients receive the best and most sound financial guidance. Mike's expertise is complemented by his partner Sarah Cicero and a team of dedicated associates and employees. Registered associates of StoneBridge Advisors, Inc. are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. StoneBridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors. Offering securities to residents of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. CRN-5206150-111822

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Country

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State

Maryland

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City (Headquarters)

Ellicott City

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Employees

11-50

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Founded

2005

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Executive Vice President , Portfolio Manager , Head of Credit Research

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor at Stonebridge Advisors

    Email ****** @****.com
    Phone (***) ****-****

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