Aria Retirement Solutions announces:
• Additional retirement solutions and the launch of the RetireOne™ platform;
• Expansion of Concierge Desk under new President, Edward J. Mercier
CEO David Stone has reported that Aria Retirement Solutions has doubled the number of available retirement solutions to advisors. It has also added more service personnel on its Concierge Desk to help service the growing demand and re-launched its website as RetireOne.com.
Aria’s RetireOne™ Concierge Desk and redesigned website are an integrated single source for fee-based advisors wanting to access low-cost annuities, guaranteed income and insurance solutions in their practice.
CEO and Chairman David Stone said, “For the first time in the industry, the RetireOne platform provides access to multiple insurance companies’ solutions on one non-biased platform, which we have developed specifically for transparency, accessibility and choice for consumers, and the advisors that serve them. Our expansion supports the growth in our offering and reflects the industry-wide shift to fiduciary-friendly, fee-based solutions.
CTO and co-founder Scott Strait said, “The RetireOne platform is the most advanced and complete marketplace platform for retirement income. Our forward-looking technology is continuously improved to drive high levels of customer satisfaction, greater efficiencies, and allow us to offer the lowest cost products in the marketplace.”
The firm has hired Edward J. Mercier as President. Mercier will lead sales and service and will be responsible for growing advisor adoption of the company’s RetireOne platform for retirement income and wealth transfer solutions in the rapidly expanding market for conflict-free investment advice. He has already made additional hires that more than doubled the staff of the Concierge Desk.
Mercier brings more than 25 years of industry experience spanning investment and insurance products, including sales, distribution, clearing, and general management. He has held multiple senior leadership positions at Charles Schwab & Co., most recently as Head of Investment Management Distribution and Mutual Fund Clearing Services.
“Ed will be instrumental in expanding wealth managers’ awareness and adoption of our innovative RetireOne technology platform and guaranteed income solutions,” said Chief Strategy Officer Russell M. Parker. “With the commitments that we have from change-minded industry leaders, Ed brings the leadership that we need to increase our penetration in the multi-trillion-dollar fiduciary-advice marketplace.”
Board member Kevin Osborn emphasized, “I am a strong believer in leveraging technology to lower costs, increase transparency, and simplify retirement income solutions, and I’m excited to have Ed provide sales and outreach leadership for Aria’s direct-to-advisor channel.”