Broker Check
Sori Meredith

Sori Meredith

Client Relationship Manager for Dave Sloper & Rob Symonds

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

  • Bachelor of Arts in Marketing and Spanish from Towson University
  • Master of Arts in Graphic Design from The University of Baltimore

Professional Associations & Memberships

  • Volunteer Co-Chairperson for Scouting for Food in Howard County
  • Active member of Bethany United Methodist Church

Personal

  • Resides in Columbia, Maryland with husband, Joel, and son, Collin
  • Enjoys time with family and friends, line dancing, baking, cross stitching, reading, walking, kayaking and paper crafts