A PCE partner and the head of the firm’s Employee Stock Ownership Plan (ESOP) practice, Will Stewart is considered an expert in the ESOP community. Since joining PCE in 2004, he has closed more than $3 billion in ESOP transactions and is a frequent speaker, panelist and presenter at both regional and national ESOP-focused conferences and events.
Having a deep understanding of the benefits business owners and employees can realize through an ESOP, Will welcomes the opportunity to advise owners on all of their transaction options. He offers his clients a personalized approach in identifying, implementing and executing an ESOP suitably structured for the future well-being and sustainability of their business.
Will was formerly a vice president with a major bank holding company in their private wealth management practice, with personal responsibility for more than $300 million of assets. Prior to that role, he served as a credit officer underwriting commercial and corporate loan packages with transactions ranging from $5 million to more than $100 million in value.
Certifications & Affiliations
Chartered Financial Analyst (CFA) Charter Holder
FINRA Series 7, 24 and 79 Securities Licenses
Member of ESOP Association
Member of the ESOP Association Finance Committee
Vice President, New South Chapter, ESOP Association
Member of National Center for Employee Ownership, (NCEO)
Member of Association for Corporate Growth (ACG)
Board Member of ACG Orlando
Member of the Employee Owned S Corporations of America (ESCA)
Member of CFA Institute
Member of CFA Society of Orlando
Former Board Member – CFA Society of Orlando 2008-2011
Former Membership Chair, CFA Society of Orlando 2010
Former Public Relations Chair, CFA Society of Orlando 2009
Member of Florida Citrus Sports
Selection Committee (2009-2011)
Rookie of the Year 2009
Denison University, Bachelor of the Arts, Economics
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