Our Team

Photo of Fred Barone

Fred Barone

Fred Barone began his career with New York Life in 1979. He started in Long Island, NY and relocated to Raleigh, NC in 2008. Fred maintains a multitude clients and is an agent licensed in the states of FL, GA, NC, NJ, NY, OH, PA, SC and VA.

Fred's more than 30 years with New York Life provide him with a unique understanding of the company and a honed expertise in the services he provides.

Fred is married with one adult son, two adult step-children and grandchildren.

Photo of Erick Barone

Erick Barone

Erick Parker Barone is the co-founder of Barone Financial Group located in Cary, North Carolina. He works with his clients helping them to accumulate assets on a tax favored basis, as well as helping them to clarify what their financial tomorrow will look like. He works with individual families as well as business owners helping them achieve their financial goals. He has been helping his local community with their planning needs since 2008.

Photo of Rocky

Rocky

Though his name may evoke thoughts of turbulent waters, Rocky’s goal is to ensure our clients experience smooth sailing on their financial journey. He specializes in helping clients see the joy and importance of financial planning, often through conversations about the brevity of life and the importance of living it to the fullest. Rocky’s ears were made for listening, and he’s not afraid to ask the tough questions, even when it means waiting for the bona fide answer with wide eyes and a head-tilt. As one with past experience “straying off the path,” Rocky is an empathetic teacher of the importance of sticking to the right track and trusting the guidance of a professional in the Walk of Life.

His has extensive experience in Bark Benefits, Treat Management, and is currently studying to attain his Wealth by Wagging™ certification.

In his free time, Rocky enjoys road trips to the beach, walks along the lake, exploring the mountains, and spending time with his many friends. He is also a strong supporter of the Child ID Program and dons a comparable identification badge to bolster awareness of these valuable events.