24 Frederick Road
Ellicott City, MD 21043
443.288.0781
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Donna Teets

Investment and Insurance Operations Specialist

Phone

443.288.0781

Email Address

Donna.Teets@LFG.com

Planning for your financial success may seem complicated in today’s world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required.

As the scope of financial services grows, so does the need for professionals to provide these services. That’s why we approach your financial planning needs with a team of experienced professionals. It’s the key to our success, and yours. Professionals in a variety of financial planning disciplines combine their knowledge and experience, using sophisticated support systems, to determine an appropriate financial strategy for your individual needs.

We offer comprehensive financial planning services through Lincoln Financial Advisors and dedicated to helping you:

  • Identify your goals.
  • Develop a financial plan based on sound advice and knowledge.
  • Implement your plan.
  • Update your plan on a regular basis.

Throughout this process, we never lose sight of one essential element – personal service. At StoneBridge Advisors, you’ll find the best of both worlds: the resources of a large company and the personal attention you need to help you establish a plan towards financial success.


Achievements

  • Registrations (Prior to 2019): Series 7, 24, 63, 65, SIE
  • Chief Compliance Officer and President, PSA Equities, Inc. and PSA Financial Advisors from 1998 through 2016
  • A.A., General Business from Community Colleges of Baltimore

Professional Associations & Memberships

  • National Society of Compliance Professionals

Personal

  • A former Maryland resident, Donna now resides in Pennsylvania
  • Enjoys swing, country-western, and ballroom dancing and was a former competitor
  • Also enjoys bowling, walking, reading, cooking and spending time with family