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Eric Holder

Senior Financial Advisor

As a Senior Financial Advisor with Wells Fargo Advisors, I work closely with individuals and couples who are looking for thoughtful, personalized guidance to help them live the life they’ve worked hard to build. I believe wealth planning is about more than numbers, it’s about people, relationships, and the kind of life you want to lead.

My role is to help simplify your financial life, bring clarity to important decisions, and provide confidence that you are prepared for what lies ahead. I start every relationship by listening carefully, so each plan reflects what truly matters to you and your family. Many clients come to me during key transitions, such as selling a business, pre‑retirement planning, retirement income decisions, or when thinking about legacy and the next generation. I take pride in explaining options clearly and thoughtfully, and in building long‑term relationships based on trust, transparency, and ongoing communication.

On a personal note, I was born and raised in Miami, Florida, and I am a proud graduate of the University of Florida. I met my wife, Rhonda, while in college, and together we raised our three children. Outside of the office, I enjoy both participating in and watching sports, and traveling. I work with clients focusing on balance, family, and enjoying life along the way to reaching your financial goals.

Stacey Smith

Senior Client Associate

I am a Senior Client Associate with over 28 years of experience at the firm. I take pride in supporting my advisors and working closely with clients to help ensure every detail is handled accurately, efficiently, and with care. I believe strong collaboration within our team is key to delivering a seamless, well‑coordinated experience so clients can feel confident knowing their needs are always supported. Over the course of my career, I’ve had the opportunity to build long‑standing relationships and develop a strong understanding of client needs through every stage of life.

I have three children and am a proud grandparent. Family is very important to me and strongly influences how I approach my work, with integrity, dedication, and a commitment to building trusted, long‑term relationships.

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