Helping Families Ensure Their Children Enter School Ready to Learn

Jennifer Holden

Jennifer Holden

Financial Advisor
UBS Financial Services Inc.

Jennifer began her career at the start of the great tech boom and over the last 23 years have helped many investors manage their wealth, priorities and needs. She joined UBS in 2016 after working the last 16 years protecting and growing clients assets and income using various types of annuity solutions. Her success has driven her to fully engage with clients, directly, advising on all aspects of financial planning: Plan, Access, Save, Borrow, Grow, Protect and Give.


Jennifer focuses on goals based financial planning with all of my clients. Whether they are the young executive just beginning their journey or the successful executive looking to retire and leave a legacy for generations, She keep their priorities first. I am FINRA-registered and hold the Series 7, 63, 66, and 24 securities licenses and Life, Health & Variable license. Jennifer earned a bachelor’s degree in economics from Assumption College and the CERTIFIED FINANCIAL PLANNER(TM) certification in 2012.


Jennifer is passionate about giving children an opportunity to thrive and empowering women to succeed. She grew up in New England and enjoy being active outdoors. Jennifer volunteers with our community swim team and our local elementary school. She lives with her husband and three children in Saint Augustine, Florida.