Stuart Holden is a Managing Partner of Imperity and its insurance agency firm, Imperity Insurance & Benefits Consulting (IBC). Stuart is also a Managing Partner of Advanced Corporate Solutions, and an Investment Advisor Representative with Commonwealth Financial Network ®, a Registered Investment Advisor.
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.
He is a leader and mentor to many agents and advisors. Stuart shares responsibility for the explosive growth of our independent agency channel and smoothly pivots between recruiting and training our field force to designing and presenting solutions for our clients.
Stuart earned a Bachelor of Arts degree from Rollins College. He has earned the professional designation of Accredited Investment Fiduciary® (AIF) from Fiduciary360. 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.