David Sloper's Contact Details

David Sloper's Company Details

StoneBridge Advisors, Inc.

Ellicott City, MD, US • 20 - 49 Employees
Financial Services

StoneBridge Advisors, Inc., with a primary location in Ellicott City, Maryland, is a financial services firm with extensive experience in handling the complex financial needs of clients. The firm provides clients with retirement, estate and business succession planning, estate tax reduction strategies, as well as investment and insurance management. An individualized plan is developed for each client that that will best suit his or her unique financial circumstances. Founded by Mike Ward in 2005, his 35 years of experience brings a high level of expertise, ensuring clients receive the best and most sound financial guidance. Mike's expertise is complemented by his partner Sarah Cicero and a team of dedicated associates and employees. Registered associates of StoneBridge Advisors, Inc. are registered representatives of Lincoln Financial Advisors Corp. Securities and 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. StoneBridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors. CRN-2643184-071519