FUNDRAISING NEWS | June 18, 2024
NewEdge Advisors acquires a team of Michigan-based financial advisors from Carson Wealth. Stonebridge Financial Partners, founded in 2004 and managing around $540 million in assets, will now operate under NewEdge.
The team includes Founder Tim Bearden, along with partners Tyler Silverthorn, Evan Topor, and Taylor Maks, as well as three additional wealth advisors and 11 support staff. Tim Bearden has been in the financial services industry since 1989 and joined Carson Wealth in 2014. Tyler Silverthorn started in 2010 and moved to Carson Wealth in 2015. Evan Topor entered the industry in 2007 and joined Carson Wealth in 2018. Taylor Maks began his career at Carson Wealth in 2019. The team chose to move to NewEdge for greater flexibility in serving their clients. Stonebridge Financial Partners has offices in Troy and Grand Rapids, Michigan. Together, the team holds several prestigious designations, including CFP, ChFC, CIMA, and AIF.
John Washington is the Data Research Analyst at Dakota.
