Kevin Kelly Joins Aria Retirement Solutions

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Schwab veteran adds to recent growth at firm which partners with RIAs to deliver innovative guaranteed income solutions to their clients.

Kevin will provide immediate benefits to our partner advisors.

Aria Retirement Solutions (Aria), a provider of guaranteed income solutions to independent Registered Investment Advisors (RIAs), announced today that Kevin Kelly has joined the firm as Senior Vice President.

Prior to joining Aria, Kelly spent nearly two decades at Charles Schwab working with RIAs and retail clients to support their insurance needs. At Schwab, Kelly established the Advisor Concierge Team, which provides world-class support for the growing number of RIAs that use Schwab’s custodial platform.

“We are very excited to have Kevin join our rapidly growing company,” said David Stone, Aria’s CEO. “In just two short years, Aria has made great strides with RIA’s that are looking for innovative retirement income solutions that work seamlessly with their fee-only business models. Kevin will provide immediate benefits to our partner advisors.”

“I am thrilled to join Aria at this exciting time and to help the firm continue to promote revolutionary new products that provide RIAs access to state-of-the-art guaranteed income solutions and full-service support for RIAs and our growing partnerships with fund companies and other wealth management platforms,” said Kelly.

About Aria Retirement Solutions
Aria Retirement Solutions (Aria) provides a new generation of guaranteed retirement income solutions to independent Registered Investment Advisors (RIAs) operating fee-only practices. Headquartered in San Francisco, Aria was founded by veteran executives from such industry-leading firms as Charles Schwab and Fidelity, with the shared vision of building a cutting-edge platform focused exclusively on RIAs. Recognizing the need that effective asset management must balance an aggressive strategy with the need to protect client assets, the Aria executive team developed a platform to support both objectives as RIAs shift portfolio strategy for clients from asset accumulation to income distribution. Through its open, multi-provider platform, Aria gives fee-based RIAs greater control of underlying assets backed with fully licensed sales and advisor support through the Louisville, Ky.-based Aria Retirement Solutions Advisor Center. Insurance policies are sold by Aria Retirement Solutions, Inc. doing business in California as Aria Insurance Solutions, Inc. (San Francisco, CA), a licensed insurance agency (CA License #0H44773). Insurance policies may not be available in all states. Securities offered through Protected Investors of America, member FINRA/SIPC.

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Jay Miller
@aria4advisors
since: 08/2009
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