David Selden, AIF®
David Selden, AIF®, began his career in the financial services industry in May 2007, just a few weeks after graduating from Quinnipiac University with a Bachelor of Science in Finance. His timing provided an early and unique perspective on the financial services business. Within his first year in the industry, David experienced the unprecedented market decline of 2008 and the financial crisis that followed. Having navigated the challenges of that period early in his career helped shape his perspective on investing, risk, and the importance of having a thoughtful, long-term financial plan.
David began his career with a small broker-dealer specializing in municipal and corporate bonds, where he developed a strong foundation in the investment markets and gained valuable experience working with individuals and businesses. After four years, he decided he wanted to expand beyond traditional investment services and focus more extensively on financial planning and the broader financial needs of his clients. He left the firm to establish his own office with an independent broker-dealer, allowing him to take a more comprehensive approach to wealth management and build lasting relationships with his clients.
It was during this period that David met Ed Baroncini, CEO of Excel Wealth Management. The two developed a strong professional relationship and shared a similar philosophy about putting clients first and taking a comprehensive, long-term approach to financial planning. In 2014, David and Ed began discussing the possibility of partnering. While the timing wasn't right at the time, their relationship continued to grow and eventually led David to Excel Wealth Management years later.
Today, David specializes in personal wealth management, working with individuals and families to help them pursue their financial goals through thoughtful planning, investment management, and personalized advice. He is helping expand Excel Wealth Management's personal wealth management practice while complementing the firm's longstanding expertise in retirement plans.
Excel Wealth Management has built its reputation around serving businesses and their employees through 401(k), 403(b), profit-sharing, cash balance, and other employer-sponsored retirement plans. David brings his personal wealth management experience to that foundation, while incorporating Excel's extensive retirement-plan expertise into his practice. This combination allows David to help clients look at their financial lives more holistically—from building and managing personal wealth to understanding and maximizing employer-sponsored retirement benefits.
A North Jersey native, David spent the last 10 years living at the Jersey Shore before relocating to Venice, Florida, in 2026 with his wife, Caitlin, and their sons, Lucas and Nathan. The move to Florida represents a new chapter for the Selden family while allowing David to continue building relationships and serving clients through Excel Wealth Management.
Outside of the office, David enjoys spending time outdoors with his family, particularly at the beach, fishing, and biking. He is also an avid martial artist and practices both Muay Thai and Brazilian Jiu-Jitsu. David is a proud member of the Elks and Moose organizations and has previously volunteered with the Rotary, the American Cancer Society, and youth sports programs. He believes that being an active member of the community and giving back are important parts of building strong, lasting relationships.