Comprehensive Financial Planning

Financial Advisor

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 Stone Bridge 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.

“I work closely with each client to create a customized financial plan that can enable them towards attaining their current and future objectives.”

Achievements

• 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

• CERTIFIED FINANCIAL PLANNER™ certification, Currently Enrolled

Professional Associations

• Financial Planning Association (FPA) Personal

• Resides in Lutherville, MD

• 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.

• Michael Ward, CLU®, ChFC®, CFP®, Partner

• Sarah Cicero, CFP®, Partner

 

24 Frederick Road Ellicott City, Maryland 21043

P: 443 288-0781 • F: 443 288-0786

Robert W.Symonds 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. It is not our position to offer legal or tax advice. We encourage you to seek the advice of an attorney or accountant prior to making tax-related investment and/or insurance decisions. Stonebridge Advisors, Inc. is not an affiliate of Lincoln Financial Advisors Corp.

© 2015 Lincoln Financial Advisors Corp.

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Our monthly board meeting will be held tonight September 26th @ 6:00 PM.
The meeting will be held @ our SLEOLA office in Severna Park.
As always, all members are welcomed and encouraged to attend.
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Today, SLEOLA members joined Governor Hogan for the signing of our Memorandum Of Understanding, which covers the pay, benefits, and working conditions for our members. ... See MoreSee Less

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I spent this morning with the 27 members of The Natural Resources Police 58th Basic Recruit Class who will be graduating next week....Then spent the afternoon attending the graduation of the 145th Maryland State Police Trooper Candidate Class. Proud of these men and women entering our profession during these challenging times. Be safe my brothers and sisters! ... See MoreSee Less

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Speaking with MD State Police Academy Class 145 about SLEOLA's benefits and what we do for our members. ... See MoreSee Less

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The 144th Maryland State Police Academy Class on Graduation Day! We welcome these 39 new troopers to our ranks, and are grateful for their choice to protect and serve ... See MoreSee Less

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