Broker Check

Team

 

Edward Baroncini

Chief Investment Officer

941-720-3210

(860) 540-1123

EdB@ExcelWM.com

Edward Baroncini is President and Owner of Excel Wealth Management, LLC and an Investment Advisor Representative with LPL Financial. Within LPL Financial, Edward is honored to be part of their Retirement Plan Consulting Program through...

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Michael Lucco

Chief Operating Officer

860-462-8123

860-540-1123

MLucco@excelwm.com

Mike began working in the financial industry in 2008 helping companies establish retirement plans for owners and employees through Paychex Retirement Services. He held a variety of roles at Paychex, until he was promoted to retirement...

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Paul Heyman

Financial Consultant

877-392-3537 x703

860-540-1123

PHeyman@ExcelWM.com

Paul’s area of focus is helping his clients develop a sound financial strategy for the future. As Paul’s client, you will benefit from a collaborative, one-on-one relationship dedicated to identifying and prioritizing your...

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Joseph McNally

Financial Consultant

908-295-3954

860-540-1123

JoeM@excelwm.com

Joseph McNally is a Financial Consultant at Excel Wealth, LLC and an Investment Advisor Representative with LPL Financial. Joe has 15 years of experience specializing in 401k plans, ranging from areas of compliance, cost, participant...
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