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.
Education
Is a recession coming? We are getting that question a lot now because there are conflicting signals. An article[1] in last week’s Wall Street Journal
You’ve just brought home your bundle of joy – congratulations! Money may not be the first thing on your mind, but as your little one
When you let people know that you’re expecting a baby, the first thing they always say is “Congrats!” This is often followed by, “Will you
At CornerCap, we strive to embody our Life Appreciates philosophy in everything we do, from helping our clients build and preserve wealth to aligning our
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the reality of market downturns is top
As we emerge from the pandemic and navigate its aftermath, including rising inflation, a potentially slowing economy, and volatile markets, it’s helpful to remember how
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.
