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
When it comes to growing and protecting your wealth people feel that the future today is more uncertain than ever before. CIO Cannon Carr talks about the role of psychology and data in today’s financial markets.
The potential spread of the Omicron strain is roiling markets. Here’s our quick take to keep it in perspective. At its face, the potential rise
The companion video for this piece is available for viewing here: From a wealth planning perspective, today may seem more uncertain than ever. Rising inflation!
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can be taken before December 31st to
What place – if any? – does cryptocurrency have in your portfolio? Watch our Chief Investment Officer’s quick take perspective.
A Must-Read for Xennials Coming into Money As a member of the Xennial microgeneration, my friends and I are now well into our 40s More
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.
