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 the pursuit of their 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 31-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 (aka Vinny), 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,  Securities America, 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 help to ensure that clients are always on-track toward meeting their financial goals.  A sought-after speaker, Vincent has conducted specialized seminars on Retirement Planning, College Funding Solutions, Income Distributions Strategies, and Estate Planning, Income Protection, Life Insurance Protection Strategies, Tax-Advantaged Income Retirement Strategies as well as Annuities and  Long-Term Care Insurance Strategies. 

Vincent holds FINRA Series 7 and NASAA Series 63 Licenses.   He received his Bachelor of Science in Economics from the College of Staten Island in 1987.