Hi there, I’m Ed Barone,
Business Wealth Advisor, CBEC, CM&AA
Ed Barone joined Evergreen Wealth Solutions’ ensemble in 2018. Ed is a seasoned Wealth Manager with over 22 years’ experience. For the last 12 years, Ed has focused on Business Exit Planning for privately held businesses and Institutional Asset Management. In October 2023, Ed earned the distinguished award “Excellence in Exit Planning” by the International Exit Planning Association. Ed leads an ensemble of experts in planning, investment management, and developing customized exit strategies for privately held businesses. Ed’s team will lead and coordinate your Merger and Acquisition team through the exit of your business.
He previously held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth professionals who, as fiduciaries, provided Wealth Management and Business Exit Planning for privately held business owners, as well as institutional asset management.
Ed is an Alumnus of Pennsylvania College of Technology, where he obtained a Culinary Arts Certificate and an Associate Degree in Hospitality Management. Prior to changing careers in 2000, he worked in Washington DC for the Marriott Corporation and ARAMARK Corporation for 12 years as Executive Chef and Food Beverage Director managing $10+ million plus businesses.