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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.

Discover Ed’s Extensive Background

A native of Williamsport, Ed has a long history of working with families and business owners, providing a comfort level which draws upon his personal and professional experience. Being from a large 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. “Understanding the personalities within a family seems to be natural for me.”

In addition, Ed draws from his time with Marriott International, Inc. as their Food and Beverage Director in the Washington, D.C. - Baltimore metro region, overseeing budgets of over $10M. “I understand the challenges of running day-to-day operations and can connect with owners at that level.”

He is uniquely knowledgeable about charitable giving and legacy planning, as the former founder of a nonprofit organization and current board member of the Williamsport Education Foundation. Ed is passionate about the contributions the education foundation is making in the community. “The foundation has raised funds to rebuild the Williamsport High School stadium, granted teachers the funds to initiate new programs and last year two students were provided funds to revamp the planetarium. You can really see how the foundation is making a difference to enhance the educational experience for WASD students.”

He is charitable in his own ways through time and money; however, Ed believes giving is a private gesture. “People who are charitable have a passion first. And then the tax benefits of being charitable is where we can help them maximize their legacy planning.”

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Ed is a married father of two children, both of whom attend Pennsylvania State University.

His professional and personal philosophy is shaped by the following quote by Bill Bullard, former Dean of Faculty at San Francisco University High School: “Opinion is really the lowest form of human knowledge. It requires no accountability, no understanding. The highest form of knowledge is Empathy, for it requires us to suspend our egos and live in another’s world.”

Learn About Ed’s Guiding Principles

We are in the business of helping our Ideal Clients get their financial house in order and help to keep it that way. This gives them confidence about their future and allows them to spend their time with the people that matter most doing the things that are more important in their life than money.

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  • Individuals & Family
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    • Whitepapers
  • Contact Us