Experience That inspires confidence
We are here to provide quality strategies customized to your needs–and to be your primary trusted source for financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
Sarah T. "Sally" Ragsdale
Vice President - Wealth Management
Financial Advisor
Wealth Advisor
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904-301-3129
Jennifer S. Holden, CFP®, CDFA
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst (CDFA®)
904-301-3113
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Brittany Noel Riddle
Client Service Associate
904-358-4123
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