Erick Barone : Legacy Private Client Services, LLC | Raleigh, NC | Cary, NC | New Bern, NC

Erick Barone

Financial Services Professional
Office: 919.234.1720

With more than 11 years of experience in the insurance and financial services industry, Erick works closely with his clients to help them with their asset protection and accumulation needs.

Erick is a member of the Million Dollar Round Table (MDRT®).  MDRT® is recognized globally as the standard of excellence in life insurance sales performance.  He is also a member agent of the Nautilus Group.  The Nautilus Group®, a service of New York Life Insurance Company, is an exclusive membership-based resource accessible to an elite group of approximately 200 experienced insurance and financial industry leaders who are firmly committed to a team planning concept.  Nautilus provides a range of consultative services and technical case design services to support its Members in presenting estate, business, charitable, insurance, and retirement strategies to their clients and their clients’ advisors.

Erick began his career in the insurance and financial services industry in 2008 at New York Life in Long Island, New York.  In 2010 he moved his practice to Cary, North Carolina to escape the cold winters and to be closer to his family.  He is a second-generation insurance and financial services provider.

Erick helped Big Brothers Big Sisters© of the Triangle (BBBST) start their planned giving program working with donors to realize and execute their planned gifts.  Erick also became a big brother to a little in Raleigh and worked with him for over a year.  BBBST works with “bigs” and “littles” to ignite the potential within every child and advocates for them to explore the endless possibilities of what they can accomplish.  Erick also worked with Comfort Zone Camp (CZC) in Raleigh helping them to plan their annual golf outing. CZC offers free grief resources, resilience training, and ongoing support to children who have suffered the loss of a parent, sibling, or primary caregiver.

Erick was born in Long Island, New York, and attended high school in East Hampton and went to college in New Haven Connecticut.  He enjoys spending time with his partner, Alicia, and their two cats and one dog.  If Erick is not in the office or with his family, you may find him on the golf course or out for a run in the neighborhood.