StoneBridge Advisors, Inc.

StoneBridge Advisors, Inc. See website for disclosures. www.stonebridgefinancialadvisors.net

Wishing a great day to Pratt, Registered Assistant to Tucker Hite, in our Millersville office.
08/20/2026

Wishing a great day to Pratt, Registered Assistant to Tucker Hite, in our Millersville office.

Congratulations to Cole Morris, Intern at our Ellicott City, for passing the SIE (Securities Industry Essentials) exam. ...
08/12/2026

Congratulations to Cole Morris, Intern at our Ellicott City, for passing the SIE (Securities Industry Essentials) exam. This FINRA introductory-level exam assesses a candidate’s knowledge of basic securities industry information including capital markets, financial products, trading, and regulations fundamental to working in the industry.

Congratulations to Max Warthen, Associate Client Relationship Manager, for passing the SIE (Securities Industry Essentia...
08/10/2026

Congratulations to Max Warthen, Associate Client Relationship Manager, for passing the SIE (Securities Industry Essentials) exam. This FINRA introductory-level exam assesses a candidate’s knowledge of basic securities industry information including capital markets, financial products, trading, and regulations fundamental to working in the industry.

The Meeting Replay: Using AI to Respond Quickly in a Client Crisis(Video link: https://www.linkedin.com/events/748542716...
08/05/2026

The Meeting Replay: Using AI to Respond Quickly in a Client Crisis
(Video link: https://www.linkedin.com/events/7485427165321404417/)

Our Managing Partner, Sarah L. Cicero, CFP®, CFA, recently joined Diana Cabrices, from Jump AI, for an online interview to share how AI helped her deliver exceptional client care during a time of crisis.

This wasn't about squeezing in a last-minute meeting. Sarah's client was facing a deeply personal family emergency—helping her father transition into memory care while simultaneously moving her mother into assisted living. It was a high-stakes conversation that demanded empathy, preparation, clarity, and confidence.

In the interview, Sarah explains how AI enabled her to quickly organize complex information, stay fully present during the conversation, and send a detailed follow-up within seconds. That follow-up provided the client with a clear summary and actionable next steps she could immediately share with her siblings.

Watch the conversation to see how AI can enhance—not replace—the human side of financial advice by helping advisors respond with greater speed, focus, and compassion.

Built with industry-leading compliance and aligned to regulatory standards, Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.

The Meeting Replay: Using AI to Respond Quickly in a Client CrisisOur Managing Partner, Sarah L. Cicero, CFP®, CFA, rece...
08/05/2026

The Meeting Replay: Using AI to Respond Quickly in a Client Crisis

Our Managing Partner, Sarah L. Cicero, CFP®, CFA, recently joined Diana Cabrices, from Jump AI, for an online interview to share how AI helped her deliver exceptional client care during a time of crisis.

This wasn't about squeezing in a last-minute meeting. Sarah's client was facing a deeply personal family emergency—helping her father transition into memory care while simultaneously moving her mother into assisted living. It was a high-stakes conversation that demanded empathy, preparation, clarity, and confidence.

In the interview, Sarah explains how AI enabled her to quickly organize complex information, stay fully present during the conversation, and send a detailed follow-up within seconds. That follow-up provided the client with a clear summary and actionable next steps she could immediately share with her siblings.

Watch the conversation to see how AI can enhance—not replace—the human side of financial advice by helping advisors respond with greater speed, focus, and compassion.

Built with industry-leading compliance and aligned to regulatory standards, Jump is the end-to-end AI platform built for financial services, designed around how advisors actually work, from data intake to follow-up.

Best wishes for a great day to Levi Bean, our Investment Specialist!
07/22/2026

Best wishes for a great day to Levi Bean, our Investment Specialist!

StoneBridge Advisors President and Managing Partner Sarah L. Cicero, CFP®, CFA, Named Finalist on AdvisorHub’s 2026 “1,0...
07/16/2026

StoneBridge Advisors President and Managing Partner Sarah L. Cicero, CFP®, CFA, Named Finalist on AdvisorHub’s 2026 “1,000 Advisors to Watch” List

StoneBridge Advisors is proud to announce that our President and Managing Partner, Sarah L. Cicero, CFP®, CFA, has been named a finalist on the 2026 AdvisorHub “1,000 Advisors to Watch” list. Sarah earned an impressive ranking of #73 in the “250 Advisors to Watch – Over $1 Billion” category, recognizing her leadership, innovation, and commitment to delivering exceptional advice and service to clients.

This distinction reflects more than individual achievement—it highlights StoneBridge Advisors’ ongoing commitment to building a firm that combines sophisticated wealth management strategies with deep personal client relationships.

Sarah’s recognition is a testament to her dedication, leadership, and unwavering focus on helping clients navigate their financial lives with confidence. We congratulate Sarah on this well-deserved honor and look forward to continuing our mission of serving clients and their families for generations to come.

Congratulations to Sarah and the entire StoneBridge Advisors team on this outstanding recognition.

AdvisorHub 1,000 Advisors to Watch – 250 Over $1B issued by AdvisorHub on June 16, 2026, for 2025 was awarded to advisors who manage over $1B in assets under management (AUM). The financial professional applied for the recognition. Criteria used to determine the winner(s): required to have a minimum seven years’ experience, 2 years at current firm, $150m minimum AUM, and a clean regulatory record (2 or fewer complaints and no significant judgments). Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; and 3) professionalism. More than 250 people were considered for this honor and 250 were selected. No fee was paid for the nomination or receipt of this award. However, the FP did pay to promote this award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Best wishes for a great day to our Associate Client Relationship Manager, Max Warthen!
07/15/2026

Best wishes for a great day to our Associate Client Relationship Manager, Max Warthen!

StoneBridge Advisors was proud to support our Client Relationship Manager, Zach Szczybor, and The Ryan Foundation by spo...
07/14/2026

StoneBridge Advisors was proud to support our Client Relationship Manager, Zach Szczybor, and The Ryan Foundation by sponsoring a hole at the 28th Annual Johns Hopkins Tournament on July 10 at Rocky Point golf course. The Ryan Foundation was founded by Zach’s parents, Kelli and Andy Szczybor, in memory of their son Ryan, who passed away of AML Leukemia at the age of 15 months. Ryan went through many surgeries, chemotherapy, radiation, and a bone-marrow transplant at Johns Hopkins. The Ryan Foundation was created to keep Ryan’s memory alive and to help make a difference for children currently in the pediatric oncology floor of the hospital. This event raised over $50,000!

Best wishes to our President and Managing Partner for a great day filled with happiness!
07/08/2026

Best wishes to our President and Managing Partner for a great day filled with happiness!

Address

24 Frederick Road
Ellicott City, MD
21043

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14432880781

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