Erik Melville, CFP®, Senior Vice President/Investments
People arrive at wealth in many different ways – some build thriving businesses; others simply work hard and manage their money wisely. Regardless of how you achieved financial success, it’s important to take an approach to preserving it that’s customized to your specific needs and vision for the future. Instead, we take the time to get to know you and your family as well as we know our business. We listen to your thoughts and ideas so we can formulate a plan centered on your unique objectives – providing a distinctive level of service and guidance that’s focused solely on you. We’re dedicated to providing comprehensive wealth management services to successful families, individuals, and business owners through lasting, personal relationships. In short, our mission is to manage the day-to-day details of wealth so you can focus on the business of life. After hours by appointment only. Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.
