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...

Paul Heyman

Financial Consultant

860-466-6633

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...

Michael Lucco

CEO/Director of Operations

860-462-8123

mlucco@excelwm.com

Michael began his career in the financial industry in 2008 with Paychex Retirement Services, where he progressed from Small Market Retirement Sales Representative into Large Market Retirement Sales Representative, and ultimately into...

James Reynolds

CFO

860-573-9431

jim@excelwm.com

Jim Reynolds – Chief Financial OfficerExcel Wealth Management Jim Reynolds is the Chief Financial Officer at Excel Wealth Management, where he leads client engagement efforts—welcoming new relationships while providing dedicated...

Joseph McNally

Financial Consultant

941-283-8105

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...

Nick Colonna

Investment Advisor

860-466-6630

ncolonna@excelwm.com

Nick Colonna is a highly dedicated and knowledgeable Investment Advisor Representative at Excel Wealth Management, where he specializes in managing 401(k) plans for businesses of all sizes. Nick focuses on helping businesses and their...

G. Michael Morgenroth

Financial Advisor

646-418-7179

morgenroth@excelwm.com

Mike has over 25 years of experience in the qualified and non-qualified retirement plan industry as a registered investment advisor representative and relationship manager. His expertise covers all aspects of qualified and...

Brittani Duncan

Support Staff Manager

858-788-1219

admin1.excelwm@lpl.com

Brittani is part of LPL’s Business Solutions Department, a team that provides industry- trained LPL professionals who are here to simplify operations and provide support on administrative and client management tasks. Brittani has...

Team

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