Team
Edward Baroncini
Chief Investment Officer, LPL Registered Principal, LPL Branch Office Manager
(860) 540-1123
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...
Michael Lucco
Chief Operating Officer
860-540-1123
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...
Paul Heyman
Financial Consultant
860-540-1123
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...
Joseph McNally
Financial Consultant
860-540-1123
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...
Alex Ramos
Chief Market Strategist
860-540-1123
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...
Christopher Davey
Wealth Advisor, Financial Planner, Investment Executive
860-540-1123
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...
George Kracke
Marketing Executive
860-540-1123
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...
J. Roger Simpson
Marketing Executive
860-540-1123
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...
Jackie Lucco
Branch Office Operations, Marketing Assistant, Office Manger
860-540-1123
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...
Jesse Navarrete
Marketing Executive
860-540-1123
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.
Philip Davey
Marketing Executive
860-540-1123
Philip Davey started working in the insurance and finance industry with Prudential after being Honorably Discharged from the United States Marine Corps in 2015.
Robert Loud
Marketing Executive
860-540-1123
Bob Darrow, CFP
Chief Revenue Officer
860-540-1123
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...
Stephan Davis
Marketing Executive
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...