Stonebridge Advisors, Inc
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 is designed to 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, helping to ensure 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. Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
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Verified contacts
28
available on Kipplo
LinkedIn employees
27
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- GS
Gloria Shipley
Director of Business Development · Sales & Business Development
EmailPhone - PR
Pratt Rexford
Client Relationship Manager · Customer/Client Service
EmailPhone - SC
Suzanne C Smith
Practice Manager · Operations
EmailPhone - AH
Adam Hewat
Financial Planner · Finance & Accounting
EmailPhone - DS
David Sloper
Financial Planner · Finance & Accounting
EmailPhone - NW
Nick Weissfeld
Financial Planner · Finance & Accounting
EmailPhone - SF
Stacy Fewster
Client Relationship Coordinator · Customer/Client Service
EmailPhone - SK
Steve Koziol
Chief Operating Officer · General Business & Management
EmailPhone
Showing 8 of 28 verified contacts
Top roles at Stonebridge Advisors, Inc
16 distinct titles indexed · top 10 shown.
- 4associate client relationship manager
- 4financial planner
- 3client relationship manager
- 2chief operating officer
- 2practice manager
- 1client relationship coordinator
- 1director of business development
- 1fall intern
- 1financial planner, chfc
- 1intern
- +6more titles
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