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Edward B. Email & Phone Number
President and Chief Investment Officer
at
Excel Wealth Management
3 work emails found
@excelwm.com
2 phones found area 877 and 860
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Chief Investment Officer
Location
United States
Company size
Who is Edward B.? Overview
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Quick answer
Edward B. is listed as President and Chief Investment Officer at Excel Wealth Management, a with 6 employees, based in United States. AeroLeads shows a work email signal at excelwm.com, phone signal with area code 877, 860, and a matched LinkedIn profile for Edward B..
Edward B. previously worked as President/Chief Investment Officer at Excel Wealth Management and Managing Partner at Baroncini Enterprises, Inc.. Edward B. holds Ba, Economics/Political Science from University Of Connecticut.
Company email context
Email format at Excel Wealth Management
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*@excelwm.com
77% confidence
AeroLeads found 3 current-domain work email signals for Edward B.. Compare company email patterns before reaching out.
Profile bio
About Edward B.
Experienced Financial Consultant with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Strategic Planning, Financial Planning, Life Insurance, and Options. Strong finance professional with a BA focused in Economics/Political Science from University of Connecticut. *2018, 2019, 2020Financial Times 401 Top Financial Advisor**2017 Lpl Financial Freedom Club**2018 Lpl Financial Director’s Club*Awarded to financial advisors advising at least $75 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.**Based on annual production
Listed skills include Finance, Insurance, Investments, Wealth Management, and 17 others.
Current workplace
Edward B.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Excel Wealth Management
3 roles
Edward B. work experience
A career timeline built from the work history available for this profile.
President/Chief Investment Officer
CurrentSecurities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Excel Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to my 'Contact Information.'Third party posts found on this profile do not reflect the views of LPL Financial. and have not been reviewed by LPL Financial as to accuracy and completeness.For a list of states in which I am registered to do business, please visit www.ExcelWM.com
Sep 2009 - Present
Managing Partner
Baroncini Enterprises, Inc.
Jun 1991 - Sep 2009
Team & coworkers
Colleagues at Excel Wealth Management
Other employees you can reach at excelwm.com. View company contacts for 6 employees →
BD
Bob Darrow, Cfp®
Colleague at Excel Wealth ManagementLake Mary, Florida, United States
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MB
Mark Bentley, Mba, Arpc
Colleague at Excel Wealth ManagementRingoes, New Jersey, United States
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PH
Paul Heyman, Cpfa, Cltc
Colleague at Excel Wealth ManagementGlastonbury, Connecticut, United States
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Bob Darrow, Cfp®
Colleague at Excel Wealth ManagementLake Mary, Florida, United States
View →
MB
Mark Bentley, Mba, Arpc
Colleague at Excel Wealth ManagementRingoes, New Jersey, United States
View →
PH
Paul Heyman, Cpfa, Cltc
Colleague at Excel Wealth ManagementGlastonbury, Connecticut, United States
View →
1 education record
Edward B. education
FAQ
Frequently asked questions about Edward B.
Quick answers generated from the profile data available on this page.
What company does Edward B. work for?
Edward B. works for Excel Wealth Management.
What is Edward B.'s role at Excel Wealth Management?
Edward B. is listed as President and Chief Investment Officer at Excel Wealth Management.
What is Edward B.'s email address?
AeroLeads has found 3 work email signals at @excelwm.com for Edward B. at Excel Wealth Management.
What is Edward B.'s phone number?
AeroLeads has found 2 phone signal(s) with area code 877, 860 for Edward B. at Excel Wealth Management.
Where is Edward B. based?
Edward B. is based in United States while working with Excel Wealth Management.
What companies has Edward B. worked for?
Edward B. has worked for Excel Wealth Management and Baroncini Enterprises, Inc..
Who are Edward B.'s colleagues at Excel Wealth Management?
Edward B.'s colleagues at Excel Wealth Management include Bob Darrow, Cfp®, Mark Bentley, Mba, Arpc, and Paul Heyman, Cpfa, Cltc.
How can I contact Edward B.?
You can use AeroLeads to view verified contact signals for Edward B. at Excel Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Edward B. attend?
Edward B. holds Ba, Economics/Political Science from University Of Connecticut.
What skills is Edward B. known for?
Edward B. is listed with skills including Finance, Insurance, Investments, Wealth Management, Securities, Retirement Planning, Portfolio Management, and Strategic Financial Planning.
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