Erik Melville, CFP®, is a Senior Vice President of Investments at Stifel, a position they have held since 2019. Previously, Erik worked as a Financial Advisor at Raymond James from 2007 to 2019 and at A.G. Edwards & Sons, Inc. from 2003 to 2007, specializing in retirement planning, estate planning, asset management, and investment banking. Erik earned a degree from Tulane University between 1995 and 1999. Dedicated to building lasting relationships, Erik aims to support clients in managing their wealth to focus on life's essentials.
Location
Fort Pierce, United States
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