Team
Ed 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...
Mike Lucco
Chief Executive 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...
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...
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...
Jim Reynolds
Chief Operating Officer
860-540-1123
Jim is the lead sales strategist with Excel Wealth Management, responsible for engaging with new and potential clients as well as providing service and support to current and past clients. He has spent many years specializing in...
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...