Stifel | Nick Bearden

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies.

Active in my community, I am a member of the Brevard Chamber of Commerce and board member of The Haven, our local homeless shelter. I also served as a past president of the Pisgah Forest Rotary Club and as a past board member with FOTAS, a nonprofit animal rescue. My wife, Mary, and I have been married for 11 years and have two children, Evie and Brooks.

Stifel's wealth management process consists of six steps that help get an overview of your current situation, choices available, and what must be done to pursue goals. The process involves gathering relevant financial information, determining your organization's goals, examining current financial status, and formulating a strategy or plan for how to work toward goals given the current situation and future plans.

As a Stifel Financial Advisor, Nick Bearden has the support of and access to the deep resources of one of the nation's leading financial services firms. His affiliation with Stifel enables him to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.