My Team

Ed Hecker Director/Investments Branch Manager Melbourne Florida Stifel

 

Ed Hecker, CFP®, CMFC®
Director/Investments 
Branch Manager 

“I understand that wealth management is more than just the wide range of financial services and strategies you can access at Stifel.  It is how those services are developed and delivered to help you pursue your goals.  That’s why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.  To help manage your wealth, I call upon the robust investment capabilities of Stifel – one of the nation’s leading wealth management firms.”

With nearly 35 years in the financial services industry, Ed Hecker and his team, Hecker Wealth Management Group, provide personalized guidance to individuals and businesses.  Through decades of experience and professional development, the group has developed a process that helps clients identify financial priorities, grow their assets, and establish an effective retirement income stream, all with the goal of preserving the ability to leave a legacy.  They do this through specializing in all facets of wealth management, including retirement and investment planning strategies, risk mitigation strategies, investment allocations, insurance needs analysis, and liability management.  By walking clients through their proprietary process that has been refined throughout the years, the focus remains keenly centered on helping clients define and pursue their goals. 

Ed believes strongly in giving back to the community.  He is actively involved in local charity work through his church and serves on the board of directors for Brevard Rescue Mission, Calvary Chapel Viera Men’s Leadership Team.  He has been the featured speaker at The Federal Employed Women symposium on numerous occasions and has been seen on local television and featured in Space Coast Living, Space Coast Business, Florida Today, Brevard Business, and the Hometown News throughout his career.  The Hecker Wealth Management Group reveres veterans and active duty military of our great nation and seeks to honor them through events and the support of veteran-focused organizations. 

As a strong believer in life-long education, Ed has earned professional licenses and regularly participates in industry forums and conferences.  In particular, he has attained the Certified Financial Planner™ (CFP®) certification in 2007 and the Charter Mutual Fund Counselor® (CMFC®) designation in 2001 from the College for Financial Planning.   

Ed was born in Cocoa Beach and is a lifelong resident of Brevard County.  To put it simply, this is home.  He attended Florida Southern College in Lakeland, Florida, and earned a Bachelor of Science in 1984.  Ed started his career with E.F Hutton in 1985 and has had multiple roles working with clients and other advisors throughout the Southeast and across the nation.  He is currently a Director/Investments and Branch Manager for the Stifel branches in Melbourne and Titusville.

Ed has been happily married to his wife, Janet, for more than 30 years.  They have two daughters, a son-in-law, and two beautiful grandchildren who all still live locally.  He loves listening to music, singing, public speaking, and golfing as a member of Suntree Country Club. 

 

 

Lisa Mercado Registered Client Service Associate Melbourne Florida Stifel

Lisa Mercado
Registered Client Service Associate 

Lisa Mercado is a Registered Client Service Associate at Hecker Wealth Management Group.   She holds Series 7 and 66 securities licenses.  Her primary focus is to lead the endeavors to continually build our business while maintaining quality measures to keep our clients engaged with us.  She also oversees all communications, social media, and events.

Lisa’s career of more than 25 years includes a spectrum of experiences in sales, marketing, relationship management, business development, communications, and event planning.  The firms and organizations Lisa has represented have experienced immediate and consistent business growth as a direct result of her unique skill set.

Lisa truly enjoys people and strives to understand what they value and what brings them joy.  She understands how to nurture relationships while creating an excellent service experience, which has led to satisfied clients and a robust stream of referrals.  

Raised in a proud military family, Lisa’s late father retired after 30 years of service in the United States Air Force and Civil Service/Department of Defense.  Her parents established roots in Palm Bay, Florida, where she spent her formative years.  She continued her education by earning a bachelor’s degree at Florida State University.

Lisa’s husband, Bill, is also a local from Satellite Beach, Florida.  They have been married for more than 25 years and are blessed with a beautiful daughter.  Between a full-time career and being a wife and mother, Lisa is a dance fitness instructor and choreographer of a unique program she co-founded called “Live2Dance.”  

 
 

Tashia Joseph Client Service Associate Melbourne Florida Stifel

Tashia Joseph
Registered Client Service Associate 

Drawing upon a broad background and extensive experience, Tashia is a well-rounded, capable, and enthusiastic team member who is deeply invested in every task under her care.  She holds Series 7 and 66 securities licenses as well as life, health, and variable insurance licenses.  

Tashia moved to Brevard County from Seattle, Washington, when she began her financial services career in 2005.  She has facilitated block trading programs, coordinated marketing initiatives, conducted benefit enrollments, managed insurance cases, implemented software systems upgrades, and instituted streamlined processes for all aspects of her financial advisor’s practice.  

With her bright, genuine disposition, positive attitude, and focus on integrity, Tashia deeply enjoys building relationships with our clients.  She excels at delivering an outstanding client experience by anticipating their service needs and addressing potential future account-related challenges.  Tashia is a consummate professional with excellent analytical abilities.  Given her experience managing confidential information, Tashia exercises exacting discretion.  Most of all, she relishes opportunities to help others.

Tashia is an artist who works in various media, although lately she’s focused on silk painting and glass etching.  She and her husband, Yvens, enjoy studying the bible, camping, traveling, and watching classic western and kung fu movies.