Broker Check
Robert Symonds, MBA, CFP®

Robert Symonds, MBA, CFP®

Financial Planner

“I work closely with each client to create a customized financial plan that leads them on a path toward attaining their current and future objectives.”

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

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Registrations: Series 7, Series 66, Health and Life Insurance Licensed
  • Registered Representative, Lincoln Financial Advisors Corp.
  • B.S. Cum Laude, University of Maryland Baltimore County (UMBC)
  • MBA, Summa Cum Laude, Waynesburg University

Professional Associations

  • Financial Planning Association (FPA)

Personal

  • Resides in Severna Park, MD with his wife (Britt) and two sons (Reid & Duke).
  • Alumni member of Sigma Alpha Epsilon (SAE)
  • Current Member of USA Hockey in Baltimore County


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

  • Sori Meredith, Client Relationship Manager
  • Bryson Dulay, Client Relationship Manager
  • Levi Bean, Investment Specialist
  • David Sloper, CFP®, Financial Planner
  • Michael Ward, CLU®, ChFC®, CFP®, CEO
  • Sarah Cicero, CFP®, Managing Partner