How to Share the Season of Giving with Your Children
As adults, we understand that giving comes from a place of deep gratitude. For children, this is a much more difficult concept to grasp. Most
Merriweather Mulé
December 1, 2021
Jean Pursley
Client Experience Specialist
All it took was one college internship in investment management to confirm that Jean wanted to pursue a career helping clients achieve their financial goals. After college, she dedicated herself to learning the wealth advisor business through hands-on client service roles with Schwab. Upon joining CornerCap, she quickly distinguished herself as a responsive and knowledgeable day to day resource for clients, ensuring that their questions – no matter how simple or complex – receive prompt, thorough responses.
Education
- BA, English – Florida State University
Jennifer's Insights & Resources
Putting Omicron in Context
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
Cannon Carr
November 30, 2021
Uncertainty
From a wealth planning perspective, today may seem more uncertain than ever. Rising inflation! COVID resurgence! Political partisanship, including unclear tax policies! Not to mention
Cannon Carr
November 30, 2021
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
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
Richard Bean, CPA, CFA
November 3, 2021
Finding Empowerment Post-Divorce
Getting married is like scrambling an egg. You blend your names, lives, and finances. But when you get divorced, it’s not so easy to unscramble
Merriweather Mulé
October 21, 2021
How Good Will You Be at Inheriting Money?
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
Jeff Moeller
October 6, 2021