Hi there, I’m Ed Barone,
Wealth Manager, CBEC
Ed Barone, a seasoned wealth manager, brings over eighteen years’ experience assisting affluent families and business owners with Liquidity Strategies, Investment Management, Business Succession, 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 ten years.