Melville Wealth Management Group (operating through SEC-registered fiduciary Stifel, Nicolaus & Company, Incorporated, CRD #793, SEC File #801-10746) is a premier private wealth management and comprehensive retirement planning team overlooking the Indian River Lagoon on North Indian River Drive in historic Fort Pierce, Florida. Founded and led by Senior Vice President/Investments Erik Melville, CFP® (CRD #4621825) alongside Financial Advisor Keith Newman, AAMS® (CRD #6150652) and Branch Manager Tom Bevan, the group advises affluent retirees, agricultural and business families, and snowbirds across Fort Pierce, Hutchinson Island, PGA Village, and Tradition on customized fiduciary asset allocation, tax-efficient RMD and Roth conversion strategies, Florida Homestead and domicile transitions, long-term care wealth preservation, and corporate trust administration.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Stifel, Nicolaus & Company, Inc.); SEC IAPD Individual Profile — Erik Melville, CFP® (CRD #4621825); SEC IAPD Individual Profile — Keith Newman, AAMS® (CRD #6150652); Melville Wealth Management Group Official Website
Issuer: Securities and Exchange Commission (SEC) / FINRA
Notes: SEC File #801-10746; fiduciary advisory and wealth management services offered through Stifel, Nicolaus & Company, Incorporated at 603 N. Indian River Drive, Suite 300, Fort Pierce, FL 34950.
Issuer: CFP Board / College for Financial Planning / SEC
Notes: Led by Senior Vice President/Investments Erik Melville, CFP® (CRD #4621825) and Financial Advisor Keith Newman, AAMS® (CRD #6150652).
Factual details and direct answers about Melville Wealth Management Group — Stifel's services, licensing, and credentials.
Who leads the Melville Wealth Management Group at Stifel in Fort Pierce?
The practice is led by Founder and Senior Vice President/Investments Erik Melville, CFP® (CRD #4621825), a Certified Financial Planner™ fiduciary, alongside Financial Advisor Keith Newman, AAMS® (CRD #6150652), operating under SEC-registered Stifel, Nicolaus & Company, Incorporated (CRD #793, SEC File #801-10746).
How does Melville Wealth Management Group help St. Lucie County retirees manage taxes and estate transfers?
The team builds customized retirement income plans integrating tax-advantaged municipal bonds, dividend equities, multi-year Roth conversions, Required Minimum Distribution (RMD) optimization, long-term care funding, and corporate trust administration through Stifel Trust Company for families in Fort Pierce, Hutchinson Island, and Port St. Lucie.
Where is Melville Wealth Management Group located in Fort Pierce?
Their waterfront office is located just north of the historic downtown Fort Pierce marina at 603 North Indian River Drive, Suite 300, Fort Pierce, Florida 34950.
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