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

How Certain Is Uncertainty?

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.

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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

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!

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