Client Service Manager
It doesn’t take more than one conversation with Jackie to feel that you’re in the hands of a tried and true financial services professional. She brings nearly 30 years’ experience to her role and is recognized by clients and colleagues alike for her commitment to superior client service. Jackie has spent much of her career focusing on high-level banking and strategic operations, which has afforded her a strong background in managing trust accounts. But the depth of her experience has also equipped her with empathy and practical knowledge to navigate the real world situations clients face. Prior to joining CornerCap Wealth Advisors, Jackie worked at SunTrust Bank, where she provided accounting support to more than 100 private foundations. This work fueled Jackie’s passion for helping nonprofit organizations succeed in their endeavors.
- BBA, Finance – Georgia State University
- AA, Business Administration – American Intercontinental University
Why did you choose to join CornerCap?
The thing that attracted me to CornerCap Wealth Advisors is that it is 100% employee-owned. The firm’s commitment to personal and professional growth, as well as its prioritization of its clients and employees also was evident from the moment I walked through the door. That’s how I knew CornerCap was a great place to work.
How do you encourage clients to frame their financial picture?
I encourage clients to frame their financial picture by setting and prioritizing goals for the short, medium and long term. Then, I work with them to determine the right time frame to accomplish each of those goals. In my experience, this approach helps clients stay focused.
How do you spend your time outside of the office?
My family loves traveling, biking, hiking and spending time in the great Blue Ridge Mountains. We enjoy nature and its beauty and take advantage of it every chance we get.
What was your first job, and how did it influence your ultimate career path?
My first job was a data entry clerk at a small bank in Virginia. This job was assigned to me through a Cooperative Office Education (COE) program in my senior year of High School, and I quickly gained an interest in finance. I was fortunate to learn how to budget and manage money at an early age.
If someone gave you a million dollars to start your own charity, what cause would you focus on?
With a million dollars, I would focus my support of philanthropic efforts centered on the elimination of hunger in the United States. In the U.S. alone, there are 37 million people struggling with hunger and those funds could help a significant number of families get access to the nutrient-dense foods they need to sustain healthy lifestyles.