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
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
Markets Jolt: Big Tech in Trouble?
Big tech stocks took a slide over the past week, down -3.6%, following the Fed’s announcement last Wednesday that it could begin tapering monetary support
Cannon Carr
September 29, 2021
The Next Phase in the Pandemic Era
The rise of the Delta variant may well mark a new phase for financial markets in the pandemic era. Deflation and recession were the risks
Cannon Carr
September 13, 2021
Good Time for Gold?
With inflation fears grabbing headlines, we are often asked whether this is a good time to buy gold. This comment provides our recommendation on how
Cannon Carr
July 19, 2021
What Life Appreciates Means to Me
For Xennials like myself, the concept of Life Appreciates really hits home. Despite a recession at the start of our careers, financial obligations, and rapid
Catharine Aguilar
July 19, 2021
To Play, or Not to Play, That Is the Question
My wife and I recently enjoyed dinner with another couple, parents of a son in the same grade as one of our three boys, when
Cannon Carr
July 16, 2021