R. Stuart Holden III

Partner, Director of Executive Solutions

Stuart is a Partner with Advanced Corporate Solutions, Director of Executive Benefits, and a Registered Representative with Principal Securities, Inc. 

Stuart specializes in serving the complex needs of business owners, executives, and high net worth clients in the areas of estate and succession planning, gifting strategies, and executive benefits. He has a deep understanding of the integration of a client's business and personal situations and the planning necessary as those relationships evolve. 

 

Since joining ACS in 2007, Stuart has helped build our reputation in the Executive Life Insurance space. He helps clients craft customized key person retention packages funded with life insurance or other vehicles as part of reward programs and deferred compensation arrangements. Tying key people to the organization, he helps clients solidify their succession plans, increase their organizations' value, and protect both the organization as well as the executives' beneficiaries.

 

Stuart earned a Bachelor of Arts degree from Rollins College. He holds his Series 7, 63 registrations in addition to Life, Health, Property/ Casualty insurance licenses in a number of states throughout the US. He is a member of the National Association of Insurance and Financial Advisors (NAIFA).  He is a member of the New York Athletic Club as well as several philanthropic organizations.

Phone 877-589-8648