Broker Check
Sarah L. Cicero, CFP®

Sarah L. Cicero, CFP®

Managing Partner

"My passion is collaborating with my clients to develop customized financial plans and wealth management strategies designed to accomplish their goals. It is important to me to build long term, meaningful relationships based on trust, care, and competence."

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., Magna Cum Laude, Towson University
  • Partner, StoneBridge Advisors, Inc.

Professional Associations

  • Financial Planning Association
  • Women in Financial Services
  • Baltimore Estate Planning Council
  • Lincoln Financial Advisors WISE Group

Personal

  • Resides in Lutherville, MD with her husband, Mike, son Dominic, daughter Brooklyn and two step-daughters, Abigayle and Jacklyn
  • Former Committee Member and volunteer for the National Kidney Foundation of Maryland
  • Former member of the Maryland Commission on Kidney Disease


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

  • Michael Ward, CLU®, ChFC®, CFP®, CEO
  • 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
  • Mary Cicero, Client Service Associate
  • Kaveh Montazer, Associate Client Relationship Manager
  • Zachary Hricz, Client Service Associate
  • Matthew Alton, Intern
  • Nolan Walchko, Intern

Sarah L. Cicero 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.