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Vincent M Barone Independent Financial Consultant

12132 Weatherwood Estates Dr. W
Jacksonville, FL, FL 32223
Phone:
  • 904-647-7341

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Vincent M. Barone

Energetic and dependable contributor with technical prowess, proven leadership, highly developed communication skills and years of sales experience. Innovative and resourceful. Creative team player with well crafted abilities in negotiation, organization and presentation. Identifies opportunities to help others in their pursuit of thier financial objectives. Offers a multifaceted perspective with a clear understanding of today's conditions, programs and alliances to customize and integrate state-of-the-art strategies. Establishes  procedures for analysis and operational control to help manage and grow resources. 

Vincent Barone has a 29-year career in the financial services industry and prides himself on being an independent financial consultant.  Vincent works with individuals, professionals, small business owners, government employees and their advisors (attorneys and accountants) to develop sound personal and business plans to help them achieve their short and long-term financial goals. 

During his career, Vincent has held various management, marketing and training positions in such firms as Bear Stearns, Oppenheimer & Company, New York Life,  AIG, Penn Mutual and AXA Advisors. As an independent financial consultant who offers securities through the broker/dealer National Planning Corporation, member FINRA & SIPC, Vincent has the opportunity to combine those experiences and specialties for the betterment of his clients.  He prides himself in not just developing financial programs to help clients organize their financial life and implementing strategies to help them get there, but in the continuous service he provides once the financial programs are implemented.  This on-going service and continuous attention to details helps to ensure that clients are always on-track toward meeting their financial goals.  A sought-after speaker, Vincent has conducted specialized seminars on pension and 401(k) plans, 403(b) educational and estate planning, as well as annuities and long term care planning. 

Vincent holds FINRA Series 7 and 63 licenses and is currently enrolled in the American College working toward his Certified Financial Planner (CFP) designation.  He received his Bachelor of Science in Economics from the College of Staten Island in 1987.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck