24 Frederick Road
Ellicott City, MD 21043
443.288.0781
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Michael W. Ward, CLU, ChFC, CFP®

CEO

Phone

443.288.0781

Email Address

Michael.Ward@LFG.com

“I guide clients on a path toward achieving their goals utilizing a continuous process of financial planning and investment management strategies.”


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 are 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 Stone Bridge 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

  • Certifications Held: CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®)
  • FINRA registrations: Series 7, Series 65, Series 63, Series 6, and Health and Life Insurance licensed
  • Registered Representative, Lincoln Financial Advisors Corp.
  • B.S., Magna Cum Laude, University of Maryland
  • President, Founder, CEO of StoneBridge Advisors, Inc.
  • StoneBridge Tax Services, LLC, Founding Partner
  • Lincoln Financial Advisors Leadership Awards: Top of Council; Chairman’s Council; President’s Cabinet; President’s Club
  • Lincoln Financial Advisors Regional Co-Planner of the Year eight times
  • Lincoln Financial Advisors Conference Faculty
  • Recipient of the George S. Robertson Award for Excellence in Industry from NAIFA-Baltimore
  • Baltimore Magazine’s Five Star Wealth Manager Listing

Professional Associations

  • Financial Planning Association
  • Baltimore Estate Planning Council – Past Board Member
  • NAIFA Baltimore – Past President & Board Member

Personal

  • Resides in Lutherville, MD with his wife, Sarah, three daughters, Abigayle, Jacklyn and Brooklyn, and stepson, Dominic
  • Has competed in 10 marathons including Boston, Chicago, Columbus, 2 in Philadelphia, 2 in Baltimore as well as 3 International Marine Corps Marathons in Washington, DC
  • Past Executive Board of Directors, Carson Scholars Fund; Secretary & Treasurer
  • Past Chairman of the Board, The Friendship School

Mike is supported by knowledgeable professionals with years of experience in their specific areas.

  • Sarah Cicero, CFP®, Managing Partner
  • Robert Symonds, MBA, CFP® Financial Planner
  • Scotty Melnick, CFP® Director of Financial Planning
  • Jack Rogers, Financial Planning AssistantLori Ferraro, Accountant
  • Sharon Corona, Practice Manager
  • Debbie Cicero, Client Service Associate
  • Teena Graham, Client Service Associate
  • Maddie Mizerak, Client Service Associate

Michael W. Ward is a registered representative of Lincoln Financial Advisors Corp. Securities and investment 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. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. StoneBridge Advisors, Inc and StoneBridge Tax Services, LLC are not affiliates of Lincoln Financial Advisors Corp. ©2017 Lincoln Financial Advisors Corp. CRN-1796579-051217

*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSPl for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to:  www.fivestarprofessional.com.