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... Read more 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... Read more 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... Read more Have a Question? Name Email Address Question Thank you! Oops!