Blair Martin, managing principal of Stonebridge Financial Group, currently leads a team of financial professionals in providing strategic financial services and ongoing, proactive support to his corporate and private clients. At Stonebridge Financial Group, he creates customized financial strategies designed to preserve and grow corporate and private clients’ investment portfolios based on their individual goals. Blair began his financial career in 2001 at American Express Financial Advisors, where he gained valuable experience in individual wealth management and goal-based financial plans. In 2004, Blair was recruited to join Smith Barney, where he expanded his practice to encompass corporate retirement plans and executive benefits. He gained recognition for his knowledge of 401k plans and exceptional client relations. In 2009, he was asked to join Stonebridge Financial group, where he joined the Elite Advisor Group. Blair holds an Accredited Investment Fiduciary designation. He received a BA degree in International Business and French from the University of Oregon and an Associate’s degree in Viticulture, which he puts to use in his family’s wine business, Toby Lane Vineyards. A lifelong resident of Marin County, California, Blair lives with his wife Jana and their two children.
California Insurance License #0D56980
Check the background of this investment professional on FINRA’s BrokerCheck.
Elite Advisor Group (EAG) is an internal recognition program of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
For New York State Clients: New York State Executive Order | Extension of Grace Period, Waiver of Fees, Extension of Other Contractual Deadlines for hardship related to Covid-19
Link to EQUITABLE.com | Privacy Policy