Hi there, I’m Ed Barone,
Wealth Manager, CBEC
Ed is a seasoned wealth manager and a Certified Business Exiting Consultant. Ed brings more than 18 years of experience assisting affluent families and business owners with liquidity strategies, investment management, business succession, and legacy and philanthropic planning to the Evergreen Wealth Solutions ensemble.
He previously held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth and fiduciary professionals who provided investment management, legacy planning, and business succession strategies. Prior to that role, he worked with ING Financial Partners as an investment advisor for 10 years.
A native of Williamsport, Ed has a long history of working with families and business owners, providing a comfort level that draws upon his personal and professional experience. Being from a family of nine children helps Ed understand family dynamics in privately held, family-operated businesses. He has notable experience with generational planning and helping families transfer wealth.