Team
Edward Baroncini
Chief Investment Officer
(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...
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...
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