Investment Services Melbourne

McPherson Financial Group
3159 Alzante Cir (321) 253-2016

Trustco Bank
2481 Croton Road (321) 752-0446

Lobby and Drive-thru are open during branch hours.

Seacoast Bank
105 Capron Trail (321) 242-2150

Seacoast Bank
340 N Harbor City Blvd (321) 953-2265

Truist
175 PALM BAY RD NE (321) 608-9850
Products and Services

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Investment Management Services
4800 Dairy Road Suite 101 (321) 837-0741

Investment Management Services
4800 Dairy Road (321) 837-0741

Edelman Financial Engines
4865 North Wickham Road Suite 108 (833) 752-6333
Bios

Connect with a Financial Planner

Catherine Parker - Investment Advisor at Risk Simply Managed
P.O. Box 410291 (773) 908-8513

Obsidian Financial Services, Inc
1600 Sarno Rd (321) 473-9090

TIAA Financial Services
6767 N Wickham Rd Suite 400-D (866) 220-6583

Paul Wesley Ewing - Morgan Stanley
8150 North Wickham Road (321) 253-6851

BMR Global Wealth Management Group, Inc.
3270 Suntree Blvd (631) 498-4650

Piccoli Financial Group
1900 South Harbor City Blvd (321) 308-0626

Shore2Shore Realty LLC
401 N Wickham Rd (321) 290-6733

Stephanie Falconi - Ameriprise Financial Services, Inc.
6767 N Wickham Rd (321) 259-3980

Benjamin F. Edwards
930 S Harbor City Blvd (321) 729-6615

Nunno Wealth Management Group - UBS Financial Services Inc.
6905 N Wickham Road (321) 722-5413

Patricia Picornell, CFP - UBS Financial Services Inc.
6905 N Wickham Road (321) 722-5437

Sterling Wealth Management Group - UBS Financial Services Inc.
6905 N Wickham Road (321) 722-5437