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
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CornerCap takes a unique, wholistic approach to wealth management. Learn more about how we listen to your story and make your financial planning align with your personal life goals.
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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.
