With decades of experience in retirement planning, financial inclusion, and institutional partnerships, we’re thrilled to welcome Anne Ackerley, former Head of Retirement at BlackRock, as a Strategic Advisor to Addition Wealth! In this role, Anne will provide guidance and strategic direction as we continue to scale our mission of helping employees and individuals make the most of their money.

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Anne’s appointment to Addition Wealth’s Board of Advisors comes at a pivotal moment where retirement providers and employers are navigating a rapidly evolving landscape, and employees are looking for clear, accessible financial support. 66% of employees say financial stress affects their personal and professional lives, and 90% believe more employer-provided financial benefits would help them achieve their goals, according to a recent Morgan Stanley report.

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“Anne’s deep expertise, passion for financial inclusion, and commitment to reimagining how people prepare for retirement align perfectly with our mission at Addition Wealth,” said Ana Mahony, CEO and Founder of Addition Wealth. "Her strategic insights will be instrumental as we continue to grow our business and redefine what it means to support individuals on their financial journeys. Her perspective will also help shape our next chapter as we continue to partner with employers and institutions across the country.”

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During her tenure at BlackRock, Anne led the firm’s Retirement Group, where she played a pivotal role in expanding access to retirement savings for millions of Americans. She also served as BlackRock’s Chief Marketing Officer, overseeing the company’s global marketing strategy and spearheading initiatives that elevated the BlackRock brand. In addition to these roles, she held several other senior leadership positions across the organization.

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Anne is widely recognized for her impact in the financial industry. Her achievements have earned her spots on Barron’s “100 Most Influential Women in U.S. Finance,” Pensions & Investments’ “Influential Women in Institutional Investing,” the Forbes “50 Over 50” list, and Yahoo Finance’s “HERoes Women Role Model Executives.”

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Her deep understanding of employer-sponsored financial benefits and innovative product development will further our mission in making personalized financial expertise inclusive and accessible for employees. 

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“I’m honored to join Addition Wealth’s Board of Advisors and support their mission,” said Anne Ackerley. “Throughout my career, I’ve seen how technology has the power to fundamentally redefine the industry. Addition Wealth is transforming how plan sponsors and retirement providers engage with participants, making financial support more personalized and scalable than ever before. I’m excited to work with the team as they continue to bring innovation to a space that’s so critical for long-term financial security.”

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Welcome to Addition Wealth, Anne! 

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