About Us

At the Melville Wealth Management Group, we can offer you an array of personalized investment services, support, and guidance that are designed to help make a positive difference as you pursue your financial goals.

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

The CFP® Certification

The Certified Financial Planner™ certification identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® certificants also agree to meet ongoing continuing education requirements.

For information about the CFP® program, click here.

Melville Wealth Management Group

Erik Melville

Erik Melville, CFP

Senior Vice President/Investments

For Erik Melville, helping clients pursue their goals and plan for meaningful legacies has been at the center of each relationship he’s formed and guidance he’s provided since becoming a financial advisor in 2003.  After four years with A.G. Edwards in Fort Pierce, Florida, he formed the Melville Wealth Management Group in 2007 and joined Stifel in 2019.  He continues to serve the needs of successful families, individuals, and business owners in the St. Lucie and Okeechobee area.

Erik’s career as a financial advisor evolved from a natural love of finances and a sincere desire to help hardworking people.  In an effort to further his knowledge in assisting clients, he attained the Certified Financial Planner™ certification in 2009 from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Eric and his wife, Julia, are the proud parents of three young boys, Andrew and Peyton (twins), and Matthew.  With his young family in mind, Erik has been focused on serving the needs of children in the local community.  He is currently a board member of the Arnold Palmer Medical Center Foundation, which benefits the Arnold Palmer Hospital and Winnie Palmer Hospital in Orlando, Florida. 

In their spare time, the Melville family enjoys fishing, boating, cooking, and traveling with their two Labradors.

Brooke Varn

Brooke Varn

Client Service Associate

Brooke joined the Melville Wealth Management Group in 2011, and after a three-year hiatus, she rejoined the team in 2018.  She brings extensive experience in sales, research and development, and banking to the team and takes pride in delivering personalized service and support.  

Brooke is originally from a small town in Upper Michigan but has lived in Fort Pierce for more than 30 years.  She thoroughly enjoys spending time with her husband, Rusty, and their combined family of seven.  She has also enjoyed contributing time to various causes close to her heart, her family, and her church.  She supports Habitat for Humanity and Mustard Seed Ministries and also contributes to autism and cystic fibrosis causes.  Brooke has served as a vocalist in Worship Arts Ministry for the majority of her life.  

In her spare time, Brooke loves serving in ministry, reading, singing, participating in various athletics, sitting around a good campfire, and spending time with her family at her “camp” in the north woods of Michigan.

Julia Melville

Julia Melville

Client Service Associate

Julia joined the Melville Wealth Management Group in 2012.  She is primarily responsible for technology initiatives and implementation, marketing, and community engagement.

Julia grew up in Virginia and spent most of her life in the Blue Ridge Mountains.  She moved to Florida in 2006 and was a classroom teacher in St. Lucie County for nearly 10 years prior to having three boys with her husband, Erik.  After the boys were born, she retired from teaching to be more present with the children but has continued working part-time with Melville Wealth Management Group.

When she isn’t chasing her boys around the house, Julia enjoys reading, cooking, and being outdoors.

Elisabeth Gaul

Elisabeth Bell

Registered Client Service Associate

Beth has been in the financial services sector for nearly 30 years and joined Stifel in 2020.  She brings extensive knowledge in sales and service to the team.  She holds Series 7, 9 & 10, 24, and 63 securities licenses.

Beth is originally from Connecticut and has lived in Florida since 1985.  She recently moved to Port St. Lucie, where she resides with her husband, Rick, and their two cats, Max and Lilly.  In her spare time, Beth enjoys partaking in all water activities, cooking, and enjoying nature on the river.

“Great things in business are never done by one person. They’re done by a team of people.”

– Steve Jobs