Trailhead Financial Group

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you and partnering to provide continuous guidance and support through every stage of life.

Nick Bearden, First Vice President/Investments at Stifel: I began my investment industry career in 2007 and joined Stifel in 2019. Prior to Stifel, I spent the majority of my career with Edward Jones. I hold Series 7 and 66 securities licenses and offer the following services: wealth planning, estate planning, retirement planning, college planning, professional money management, insurance & liability planning, corporate executive services, business succession planning, cash management, retirement plans for businesses, investment banking and bank & trust services.