Head of Client Care
With client service at the forefront of all CornerCap employees’ minds, Jennifer’s role is 100% dedicated to leading client service initiatives – a job where her personal metric is to exceed expectations for clients on a daily basis. Comprehensive client support can mean anything from researching a custom account inquiry to facilitating the opening of a new account, transferring funds on behalf of a client or distributing assets within a family relationship. Jennifer is particularly adept at facilitating client requests thanks to her in-depth industry knowledge and nearly two decades of investment services experience, including time as a relationship specialist at Charles Schwab – one of the institutions that custodies assets for CornerCap clients.
Education and Accreditation
- BA, Business Administration – University of Florida
- FINRA Series 66, 7, 9/10 and 2-15 Life, Health and Annuities Insurance Licensed (currently inactive)
Jennifer's Insights & Resources
Are you thinking about entering the real estate market? Then, we need to have a talk about rising mortgage interest rates. To many investors, this
Real estate is more than just bricks, mortar, and stud walls. Through disciplined financial planning, these tangible assets can play a creative role in building
CIO Cannon Carr shares his thoughts on how Russia’s War on Ukraine might impact US financial markets.
As investors, we understand that a dollar today can be worth more than a dollar in the future. Why? Because over time, that dollar in