Congratulations to Erik Melville for his second consecutive year being named to the Forbes' Best-in-State Wealth Advisors List!
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 recommendation he’s made 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.
Erik 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.
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, see www.stifel.info/award-disclosures.
Keith began his career in 2012 and joined Stifel in 2022. Prior to joining our team, Keith was a 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 his current role as a Financial Advisor has allowed him to continue his passion for building relationships with clients, as well as offering a full line of services to address their needs and wishes. Keith holds Series 6, 7, 63, and 66 securities licenses, as well as life and variable insurance licenses (including annuities).
Keith was born in North Carolina but grew up in Baltimore, Maryland. He moved to South Florida in 2001 and has lived in Saint Lucie County for the last 10 years. Outside the office, Keith likes to run and participates in several races a year. He and his wife, Jennee, enjoy spending time with family and friends, hiking, cooking, and exploring new places and cultures.
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 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 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.
Beth has been in the financial services sector for more than 25 years and joined Stifel in 2020. She brings extensive knowledge in sales, service, and research 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 has 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