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
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.
- BA, English – Florida State University
Jennifer's Insights & Resources
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