August 10, 2022

I am thrilled to announce that Brooke, Beth, Julia, and I have welcomed a new team member here in the office.  Keith Newman is joining us as a Financial Advisor.  The addition of Keith to our team supports our commitment and capacity to provide you and your family with the high level of service you deserve.

Prior to joining our team, Keith was a private client banker for JP Morgan Chase and Wells Fargo Advisors.  He has always had a passion for helping clients pursue their short- and long-term financial goals by taking a holistic approach to wealth management.  Transitioning to the role of a Financial Advisor has allowed him to continue his passion for relationship building and premier service to address the needs of our clients.  Keith and his wife, Jennee, have been St. Lucie County residents for the last ten years. Keith is originally from North Carolina and grew up in Baltimore, Maryland.  In his spare time, Keith loves to run and participates in several races a year.  Keith and Jennee love to spend time with family and friends, hike, cook, and explore new places and cultures.

We are pleased to have Keith’s help in supporting our clients.  I believe his experience and commitment to our clients will enhance our abilities to assist you.  If you have any questions, comments, or if I can be of any assistance, please do not hesitate to contact me.  Thank you for your business as well as your trust and confidence in our ability.

Best personal regards,
Erik Melville, CFP^®
Senior Vice President/Investments
(772) 672-5125 | [email protected]