Broker Check

Team

 

Edward Baroncini

Chief Investment Officer, LPL Registered Principal, LPL Branch Office Manager

941-283-8102

(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

941-283-8103

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

941-283-8104

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

941-283-8105

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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Alex Ramos

Chief Market Strategist

443-794-6816

860-540-1123

Aramos@excelwm.com

Alex is the Chief Market Strategist responsible for overall asset allocation and positioning of client portfolios at Excel Wealth Management. As a partner and senior member of the firm’s Executive Committee, Alex also contributes...

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Christopher Davey

Wealth Advisor, Financial Planner, Investment Executive

860-808-8401

860-540-1123

chris.davey@lpl.com

Christopher Davey is CEO of Innovative Design Partners, LLC and an Independent Advisor Representative with Excel Wealth Management. LLC. He specializes in helping clients with unique estate and business planning needs. This is...

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George Kracke

Marketing Executive

203-249-8327

860-540-1123

George@excelwm.com

George Kracke graduated in 2016 with a bachelor’s of Science in Business Administration; with a concentration in pre-law from Hartwick College. Immediately after graduating he went into the Insurance and Finance industry where...

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J. Roger Simpson

Marketing Executive

877-392-3537

860-540-1123

Roger@excelwm.com

Roger has enjoyed a career in the financial markets for well over 30 years starting on Wall Street where he worked in institutional equity sales and trading for 25 years before transitioning into the small business and private client...

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Jackie Lucco

Branch Office Operations, Marketing Assistant, Office Manger

941-283-8106

860-540-1123

jackieg@excelwm.com

Jackie has worked with Excel Wealth since the beginning of 2018, in an office manager capacity. She has helped the business grow into it's current RIA status by supporting the OSJ and advisor team. She has worked in a variety of past...

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Jesse Navarrete

Marketing Executive

518-526-2658

860-540-1123

Jesse@excelwm.com

Since Graduating from Hartwick College with an Accounting and Business Administration degree in 2016, Jesse has worked a number of Finance and Accounting positions in the public, private, and government sectors. 

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Philip Davey

Marketing Executive

860-485-8254

860-540-1123

Philip@excelwm.com

Philip Davey started working in the insurance and finance industry with Prudential after being Honorably Discharged from the United States Marine Corps in 2015. 

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Robert Loud

Marketing Executive

203-858-8056

860-540-1123

Rob@excelwm.com

Mr. Loud graduated from Harvard University with honors in Economics and Government in 1984 and then the Wharton Graduate School of Business in 1992, earning an MBA and concentration in Finance. He has since earned professional...
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Bob Darrow, CFP

Chief Revenue Officer

941-283-8107

860-540-1123

rdarrow@excelwm.com

Bob Darrow is a Certified Financial Planner (CFP®) with over 30 years of experience is sales, sales leadership, and finance. Bob’s diverse experience includes collaboration with product development, marketing, operations...

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Stephan Davis

Marketing Executive

877-392-3537

860-540-1123

Stephan has been working in the financial industry since early 2020 and quickly realized he had found his calling. Before he started in finance, he was working in the medical field where he loved helping doctors and nurses solve...

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