Wealth advice that helps inspire confidence

Ragsdale Holden Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Sally Ragsdale

    Sarah Ragsdale

    Vice President–Wealth Management

    Financial Advisor

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    • CA
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        • Wealth Advisor
        One Independent Drive
        Independent Square
        Jacksonville, FL 32202
      • Jennifer S. Holden

        Jennifer Holden

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AL
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        • DE
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            • Certified Divorce Financial Analyst
            • CERTIFIED FINANCIAL PLANNER™
            One Independent Drive
            Independent Square
            Jacksonville, FL 32202
          • Brittany Riddle

            Brittany Riddle

            Client Associate

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            • AL
            • CA
            • CT
            • DC
            • FL
            • GA
            • IN
            • MA
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            • NC
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            • SC
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            • TX
            • VA

                  One Independent Drive
                  Independent Square
                  Jacksonville, FL 32202
                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                Best

                Global private bank services, 2016-2022
                Euromoney Private Banking and Wealth Management Survey, 2022

                #1

                Global Equity Research 

                Institutional Investor, 2021 Global Rankings

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