Broker Check
Michael W. Ward, CLU, ChFC, CFP®

Michael W. Ward, CLU, ChFC, CFP®

CEO

“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 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

  • 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.
  • Lincoln Financial Production Awards: Top of Council (2011 through 2022)(1); Chairman’s Council (2007-2010)(2); President’s Cabinet (1990-1995)(3); President’s Club (1985-1989) (4)
  • Lincoln Financial Advisors Conference Faculty

Professional Associations

  • Financial Planning Association
  • Baltimore Estate Planning Council – Past Board Member
  • NAIFA Baltimore – Past President & Board Member
  • The Resource Group (TRG) (5)

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
  • David Sloper, CFP®, Financial Planner
  • Scott L. Melnick, Jr., CFP®, Senior Client Relationship Manager
  • Jack Rogers, CFP®, Client Relationship Manager
  • Matthew Larson, CFP®, Client Relationship Manager
  • Maxwell Kiely, CFP®, Client Relationship Manager
  • Levi Bean, Investment Specialist
  • Lori Ferraro, Business Development Director
  • Sharon Corona, Practice Manager
  • Angela Koerner, Associate Client Relationship Manager
  • Colleen Peck, Associate Client Relationship Manager 
  • Kaveh Montazer, Associate Client Relationship Manager
  • Mary Cicero, Client Service Associate
  • Zachary Hricz, Client Service Associate
  • Matthew Alton, Intern
  • Nolan Walchko, Intern

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 is not an affiliate of Lincoln Financial Advisors Corp. ©2017 Lincoln Financial Advisors Corp. CRN-5433430-012623

(1) The Top of Council award is an internal recognition determined by annual sales amounts. (2) The Chairman's Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors. (3) President's Cabiet is an internal designation o fLincoln Financial Advisors Corp. based in part on assets under management, sales and compliance criteria. (4) This interanl awrd is based on sales as well as good standing with the firm and FINRA. (5) The Resource Group (TRG), an invitation-only, nation-wide network of the top planners within Lincoln Financial Advisors.