WealthBridge Team

 

R. Steve Staley, CFP®, MBA
russell.staley@axa-advisors.com
(410) 309-3664

Steve Staley has been providing individuals and business owners with insurance and investment services since 1991. A graduate of the University of Maryland in 1990, Steve went on to complete a Masters Degree in Finance at Loyola College in December 1996.

Currently a Retirement Planning Specialist with AXA Advisors, LLC, Steve focuses on assisting clients in addressing the accumulation and preservation of wealth for their personal estates, as well as their businesses. Active in his industry, Steve is a qualifying member of the Association for Advanced Life Underwriting, Million Dollar Round Table and the National Association of Insurance and Financial Advisors.

Steve has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from Wharton School, University of Pennsylvania.

Steve is committed to fostering long-term relationships built on trust, credibility and quality of service. This is accomplished by implementing a multi-step process working closely with clients and their other advisors. He believes that his clients' ultimate success lies not in a single transaction but in their overall quality of life.

Steve lives in Ellicott City, Maryland with his wife Allison, son Will, and daughter Cate.

CA Insurance License #0E68222

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  AXA Network, LLC conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

WealthBridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.

 


 Anne London, CFP®
anne.london@axa-advisors.com
(410) 309-3620

Anne London, CFP® offers her own perspective to financial planning. As a financial professional, she strives to assist her clients in developing strategies to accomplish their personal and business financial goals. Her years of training have provided her the experience to focus in the areas of wealth accumulation, preservation and transfer. Her role is to guide her clients in prioritizing their individual goals. She works with them to develop a plan based on knowledgeable information, quality products and diligent monitoring of their progress. She has been successful by providing service beyond expectations.

Working with Anne London, her clients get more than just financial advice from an experienced financial consultant, They get the added value of a trusted colleague who listens to their concerns. Having owned a small business, she understands the challenges facing women executives in today's business environment. As a wife and mother, she understands the pressures facing today's families. She has mastered the art of multi-tasking - a requirement in the current marketplace. She speaks frequently at companies, to women's groups and to the public on a variety of financial topics including retirement planning, asset allocation strategies, long term care protection, and financial planning. She has appeared on the WB and Fox Networks. Anne was named as one of America's Top Financial Planners in 2008 and 2009 by the Consumer Research Council of America. She was named by the Baltimore Daily Record as one of Maryland's Top 100 Women for 2009 and 2011. She was also named a Five Star Wealth Manager in Baltimore Magazine in 2012.

CA Insurance License #0D37464

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  AXA Network, LLC conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

WealthBridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.

 


Chris Biddison

christopher.biddison@axa-advisors.com

(410) 309-3663

Chris Biddison works with Individuals and Companies helping them with their Investment and Insurance needs. Chris assists his clients with the placement of their assets utilizing a variety of platforms that include brokerage, fee-based accounts and annuities. Within his insurance practice, he handles life, disability income, long-term care, and health insurance on an individual and group level. Chris also has experience in estate planning strategies and educational savings vehicles. Chris approaches each client differently and assesses financial needs on an individual basis. This allows him to customize each of his financial strategies to best meet the client’s needs. His recommendations may be achieved through the re-positioning of existing assets and/or the reallocation of discretionary income. Chris recognizes that as times change, peoples’ needs change and therefore he maintains regular contact with his clients. He relies on referrals to build his client base. His goal is to apply his knowledge and experience to provide you with attentive, reliable service.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  AXA Network, LLC conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

WealthBridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.


 

Chris Mooney
chris.mooney@axa-advisors.com
(410) 309-3640

Chris Mooney has been providing custom financial strategies to individuals, couples, and businesses across the Baltimore-Washington DC region since 2008.  A graduate of the University of Maryland, Chris has worked in the financial services industry for over 12 years.  At WealthBridge Financial Partners, his primary focus is on retirement planning, wealth management, asset protection strategies, and business succession planning.

Chris has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded the Retirement Planning Specialist title by AXA Advisors as a result.  Only a select group of AXA Advisors Financial Professionals nationwide complete this elite program.  

Chris lives in Elkridge, Maryland with his wife Katy and three young children.

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  AXA Network, LLC conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

WealthBridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.


 


Robert Cline, CPA 

Robert.Cline@axa-advisors.com

(410) 375-5872

 

 

 

 

 

 

 

 

 

 

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC.  AXA Network, LLC conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, and in PR as AXA Network of Puerto Rico, Inc.  AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

WealthBridge Financial Partners is not owned or operated by AXA Advisors or AXA Network.


 

Evelyn Byers

Evelyn.Byers@axa-advisors.com

(410) 309-3622

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Evelyn Byers provides administrative support services only.  

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck