David Selden, Financial Advisor

David Selden, Financial Advisor Venice, Florida. πŸ˜Žβ˜€οΈ
Plan. Protect. Retire

A few people have asked for Excel's website...
10/09/2026

A few people have asked for Excel's website...

Excel Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial independence. The goal of our customized programs is to grow, preserve, and conserve our clients' wealth by delivering an unprecedented level of personalized ser...

We love getting pictures like this! Frank's accounts have been doing so well he is hanging with the stars!!πŸ˜€β˜ΊπŸ˜„
10/08/2026

We love getting pictures like this! Frank's accounts have been doing so well he is hanging with the stars!!πŸ˜€β˜ΊπŸ˜„

It's that time of the year again college parents and students!
10/06/2026

It's that time of the year again college parents and students!

Video: 2027-2028 FAFSA Opens October 1

Roth 401(k)s exist! Ask your plan administrator if your plan has a Roth option.
09/24/2026

Roth 401(k)s exist! Ask your plan administrator if your plan has a Roth option.

Might Roth 401(k) contributions have a place in your retirement savings plan?

Check out Excel's Website!
09/24/2026

Check out Excel's Website!

Excel Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial independence. The goal of our customized programs is to grow, preserve, and conserve our clients' wealth by delivering an unprecedented level of personalized ser...

I am not going to lie....Last night as I watched Luke train with 2 time Florida State champion Coach Cook, i was quietly...
09/22/2026

I am not going to lie....Last night as I watched Luke train with 2 time Florida State champion Coach Cook, i was quietly day dreaming of full scholarships and NIL.πŸ˜€πŸ€‘πŸ’°

09/21/2026

Happy to announce that my move to Excel Wealth Management is complete.

Excel Wealth Management was founded by my friend Ed Baroncini. Ed and I were so close to joining up in 2015 but it didn't work out. Well, here we are 10 years later and 1200 miles away!

It is business as usual! All my contact info is the same. I do have a new email but my old LPL email still works.

As previously discussed with clients, Excel Wealth is also an LPL office so nothing has changed there!

09/18/2026

This alert explains newly implemented and upcoming tariffs and their potential economic impact.

Sorry if i missed your call while we were at the most magical place on Earth.  The Mrs. required the phone to be put awa...
09/15/2026

Sorry if i missed your call while we were at the most magical place on Earth. The Mrs. required the phone to be put away:)

On a half serious note, after looking at the credit card bill, I may need to consider selling organs in addition to financial services!πŸ€£πŸ˜‚πŸ˜

09/10/2026

A buy-sell agreement is a legally binding contract in which the owners of a business set forth the terms and c...

Address

Lacey, NJ

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when David Selden, Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to David Selden, Financial Advisor:

Share