Michael W. Ward, CLU, ChFC, CFP®
California Insurance License #0F06052
Managing and Founding Partner
“I guide clients on a path toward achieving their goals utilizing a continuous process of financial planning and investment management strategies.”
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, Osaic Wealth
- B.S., Magna Cum Laude, University of Maryland
- President, Founder, CEO of StoneBridge Advisors, Inc.
- Lincoln Financial Advisors (former broker-dealer) Production Awards: Top of Council (2011 through 2022)(1); Chairman’s Council (2007-2010)(1); President’s Cabinet (1990-1995)(1); President’s Club (1985-1989) (1)
- Lincoln Financial Advisors (former broker-dealer) Conference Faculty
Professional Associations
- Financial Planning Association
- Baltimore Estate Planning Council – Past Board Member
- NAIFA Baltimore – Past President & Board Member
- The Resource Group (TRG)
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