Ed Barone

Ed Barone, Wealth Manager, CBEC, CM&AA joined the Evergreen Wealth Solutions team in 2018, bringing over two decades of experience in holistic wealth management. Since 2000, Ed has served as a dedicated wealth manager, specializing in Business Exit Planning for privately held businesses and Institutional Asset Management since 2012. His commitment to excellence was recognized in 2023 when he received the “Excellence in Exit Planning Award” from the International Exit Planning Association, where he also serves as a valued member of their Leadership Council.

Before joining Evergreen Wealth Solutions, Ed held the position of Vice President, Senior Client Advisor for Wilmington Trust, where he led a team of wealth and fiduciary professionals delivering Business Exit Planning / Holistic Generational Wealth Management for high net-worth families.

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.