East Coast Advisory is a group of skilled professionals. By utilizing our strengths both individually and collectively, we can provide our clients with service in areas such as retirement income services, investments and asset management, estate planning strategies, and insurance. Unlike many traditional firms, East Coast Advisory is a joint effort by established professionals and business owners who enjoy working together to bring a platform that we believe is uncommon in the industry. Whether you are leaving the workforce and preparing to enjoy your golden years or still within a few years of retirement, East Coast Advisory can provide you with the necessary strategies to help you reach your goals.
Ed Campbell, AIF®
April 2006 – Present, West Chester, PA
Ed Campbell is partner/operations officer of East Coast Advisory, a group of skilled professionals specializing in working with union members and their families. ECA utilizes the strengths of its advisors to provide clients with service in areas such as retirement income services, investments and asset management, estate planning strategies, and insurance. Unlike many traditional firms, ECA is a joint effort of established professionals and business owners who enjoy working together to bring a platform that we believe is uncommon in the industry.
Melissa Gerhardt, CFP®
Melissa is an advisor with East Coast Advisory providing comprehensive financial planning to individuals and families. Along with her team of advisors and the ECA staff, she is committed to providing her clients with exceptional service and assistance in securing their financial future. To do this, she advises clients throughout every stage of their financial lives and helps them develop strategies to achieve their goals. Melissa provides guidance in the areas of financial planning, retirement planning, insurance solutions, investment management, estate planning, and education funding for children.
Melissa is especially gifted in assisting women through all stages of life. She believes that regular reviews of one’s financial situation are essential in our ever-changing world.
Kent Hickey, CFP®
Kent believes that in today’s complex world of financial services and financial advice, it takes someone with experience and wisdom to turn the deluge of information into action. He brings a team of experts in the fields of estate planning, investment management, tax planning, and employee benefits to support each client’s needs. Working together with each client’s accountant and attorney, he uses a team approach to produce customized financial advice.
Fresh out of graduate school, Kent was employed as a supply chain manager for the Burlington Northern Santa Fe Railway in Fort Worth, followed by Smith International in Houston. During these years in Texas, Kent began transitioning into financial planning. He joined a family-owned financial planning firm in 1998 where he earned his CFP® certification and experienced firsthand the challenges of a family business. Kent specialized in working with small business owners, managers, doctors, dentists, and veterinarians, and also served as a member of the investment committee managing $160 million.
In 2000, Kent returned to the Lehigh Valley and began his financial service practice, including fee-based financial planning. Kent chose to join East Coast Advisory after several successful years as a sole proprietor in order to bring all the benefits of the East Coast team to his existing and new clients—helping them take action to reach their goals.
Everyone’s economic and life situation is unique, and I keep that in mind every time I sit with a client. As an advisor, Michael is dedicated to learning about your personal goals; together, you will use them to build a financial strategy focused on your specific needs. He understands every client is in different stages of life, such as purchasing a first home, financing a child’s education, or planning for retirement. He believes a financial strategy must reflect your personal or business situation. Once your custom-tailored financial strategy is in place, he will continue working with you to ensure you move forward according to the strategy you have established and make any needed changes as life changes.
Michael grew up on a dairy farm in Southwestern Wisconsin and moved to Philadelphia 10 years ago. He starting in the industry with New York Life in 2009. He has been working with East Coast Advisory since 2015 and likes knowing he can help union members and their families feel secure in realizing that they have put strategy into place.
Christine joined East Coast Advisory in 2017 and brings with her more than 20 years of accounting, financial, sales, and teaching experience. These disciplines, as well as her experience with Merrill Lynch, serve her well as a financial advisor. The combined skill sets give her a unique approach to clients’ budgeting, planning, implementation, and service. She is part of a group of skilled professionals specializing in working with union members and their families to help meet their financial goals. Christine is a firm believer that wealth is about how you live your life and the personally meaningful goals you want to achieve.
Christine has worked in corporate America for General Motors, Johnson and Johnson, and Verizon. She earned her CPA while in Internal Audit at Johnson and Johnson, where she had the opportunity to experience cultures outside of this country and gained a greater appreciation for this country and all that we have. As a teacher, she has worked both as a professor at Cheyney University and as a yoga/group exercise instructor.
Jeffrey Dye, CFP®
Jeff is an advisor with East Coast Advisory, providing expert guidance to individuals and families as they navigate their unique life challenges. Jeff specializes in clearly demonstrating the potential impact on a wide spectrum of critical financial decisions on clients' long-term financial goals. His perspective and experience instill confidence so that clients may act decisively.
Jeff holds a degree in economics from the University of Maryland and began his financial services career in 2005 with a Washington, DC-based investment manager. He has earned a certificate in financial planning from Georgetown University and holds the CERTIFIED FINANCIAL PLANNER™ certification. He also serves as the general securities principal for the firm.
Alyssa joined East Coast Advisory in 2017 as an administrative assistant to Ed Campbell.
She is currently a sophomore at West Chester University studying economics and finance. She hopes to pursue a career in the field of finance after her graduation in 2020.