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... Read more 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... Read more 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... Read more 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... Read more 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... Read more Christopher Davey Wealth Advisor, Financial Planner, Investment Executive 860-808-8401 860-540-1123 firstname.lastname@example.org 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... Read more 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... Read more 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... Read more Jackie Lucco Branch Office Operations, Marketing Assistant, Office Manger 941-283-8106 860-540-1123 email@example.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... Read more 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. Read more 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. Read more 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... Read more Bob Darrow, CFP Chief Revenue Officer 941-283-8107 860-540-1123 firstname.lastname@example.org 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... Read more 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... Read more Have a Question? Name Email Address Question Thank you! Oops!