Toni Stone

Toni Stone

Senior Corporate Account Executive

Personal Profile

Toni works to actively drive ongoing implementation of the Strategic Financial Solutions service model for our corporate retirement plan clients. She provides white glove service to clients large and small by meeting each of their unique service needs.

From assisting our advisors in preparing & presenting Fiduciary Plan & Investment Committee Reviews; Plan Design Consultation, Plan Participant Education, Toni truly enjoys helping business owners and their HR & Benefits Teams and plan participants by fostering a sense of security and providing a clear understanding of complex retirement plan offerings.

She is our plan sponsor client’s first point of contact and truly operates as an extension of their team! She has over 23 years of experience counseling company leaders and their committees on their employer-sponsored retirement plans.

Toni joined this business because she truly enjoys working with financial professionals to help them deliver the message about the importance of retirement planning for all employees, no matter what stage they are in their working career.

Prior to joining SFS in 2012, Toni held client servicing roles at Principal (1999-2009) and Diversified Investment Advisors (2009-2012). She oversaw the administration and compliance for companies with plan assets of $10M-$500M. She is proficient in working with 401(k), Defined Benefit Pension, ESOP, and Non-Qualified Plans.

Specialty

Her experience spans from plan creation & implementation, recordkeeper transitions, on-going plan administration/management, and employee education deliverables. She has decades of experience helping bridge the fiduciary responsibility gap for our clients with her knowledge of compliance and ERISA rules (the regulations governing corporate retirement plans).

Education and Honors

Professional Accreditations

  • Series 6 Securities Registration
  • Certified Plan Fiduciary Advisor (CPFA)
  • 23 years financial service industry experience
  • Toni is actively working on her QKA designation

Interests and Hobbies

Favorite Food: Sushi
Favorite Movie: Braveheart or Spaceballs
Favorite TV Show: Friends
Favorite Holiday: 4th of July
Place to visit: The Maldives
Bucket List: Skydiving