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Erik Melville headshot on dark blue background with lighter blue triangular pattern

Forbes' Best-in-State Wealth Advisors List

Congratulations

Erik Melville, CFP®
Senior Vice President/Investments

for his second consecutive year being named to
Forbes' Best-in-State Wealth Advisors List!  




Forbes’
Best-in-State Wealth Advisors, April 7, 2022 and April 4, 2023, each based on the 12-month period ending June 30 of the year prior to publication.  Rankings are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology.  Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking.  The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance.  Investment performance is not a criterion for selection.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.  For more information on the selection methodology, click here.

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