Team

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 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’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 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...

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 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...

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. 

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...