Excel Wealth Management Employee Directory

Excel Wealth Management corporate office is located in 935 Main St, Manchester, Connecticut, 06040, United States and has 11-50 employees.

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excel wealth management

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Excel Wealth Management Global Presence

Location	People at location
North America	1-10
Africa	1-10

Excel Wealth Management CEO

Michael LuccoChief Executive Officer

Phone

See Profile

Key Employees of Excel Wealth Management

EB
Edward Baronci...
President & Chief Investment Officer
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Index of contact profiles from Excel Wealth Management

Hundreds of professionals searching for Excel Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

ML
Michael Lucco
Email Direct
Chief Executive Officer
United States , Connecticut , Manchester

MM
Michael Morgenroth
Email Direct
Financial Advisor & Investment Advisor & Representative
United States , Connecticut , Manchester

EB
Edward Baroncini
Email Direct
President & Chief Investment Officer
United States , Connecticut , Manchester

JM
Joseph McNally
Email Direct
Financial Consultant
United States , Connecticut , Manchester

NC
Nicholas Colonna
Email Direct
Investment Advisor
United States , Connecticut , Manchester

Former Employees at Excel Wealth Management

Explore people who held key positions, contributed to Excel Wealth Management's success, and advanced their careers.

James Reynolds

Implementation Consult... at Paycor

Worked as Chief Operating Officer

at Excel Wealth Management

Direct

Maria Roberts

Risk Development Advis... at Smith Brothers Insuran...

Worked as Office Manager

at Excel Wealth Management (2014-2017)

Direct

Jacqueline Lucco

Director, Finance at Town & Country Early L...

Worked as Manager, Office & Compliance

at Excel Wealth Management

Direct

Mask Content

Inside Sales Represent... at Bentley Systems

Worked as Account Manager

at Excel Wealth Management (2019-2022)

Direct

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Frequently Asked Questions Regarding Excel Wealth Management Employees

How many employees does Excel Wealth Management have?

Excel Wealth Management has 11-50 employees

Who is the CEO of Excel Wealth Management?

Excel Wealth Management’s CEO is Michael Lucco

Who are Excel Wealth Management key employees?

Some of Excel Wealth Management key employees are Edward Baroncini

Where is Excel Wealth Management located?

Excel Wealth Management’s headquarters are located at 935 Main St, Manchester, Connecticut, 06040, United States

How do I contact Excel Wealth Management?

Excel Wealth Management Contact Info: Phone number: (860) 558-4969 Website: www.excelwm.com

What does Excel Wealth Management do?

Excel Wealth Management, LLC is a comprehensive financial services firm dedicated to enhancing clients' long-term financial independence through customized programs. They focus on growing, preserving, and conserving wealth while providing personalized service and professional expertise. Their offerings include retirement planning, investment strate... Read More

Is Excel Wealth Management a public company?

Excel Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Excel Wealth Management Employees