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

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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

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