Can You Take Your Child’s 529 to the Moon?
For the early stages of a child’s life, new parents often focus on vital needs: health, shelter, and safety. That’s why baby shower wish lists
Merriweather Mulé
June 29, 2021
Jennifer Schmidt
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
China and Armoires and Silver, Oh My!
I’m writing to you from the dashboard of a U-Haul, which I rented to transport the contents of my mom’s condo after moving her to
Paul Barlow
June 23, 2021
Market Insights: Inflation Fears Abating?
Inflation is one of the biggest long-term threats to wealth generation. That’s why, for investors, the rise in inflation since February is getting such headlines.
Cannon Carr
June 14, 2021
The Art of Retirement
“I need a retirement from my retirement.” Sandra Day O’Connor’s quip may sound absurd when you’re at the height of your career and dreaming of
Cannon Carr
April 21, 2021
How to Inspire Kids to Invest
How to Inspire Kids to Invest Not every middle schooler who shows an interest in the stock market will end up pursuing a career in
Philip Baker
April 14, 2021
Mo Money, Mo Problems? Tips on Raising Fiscally Responsible Kids
Comedians Jerry Seinfeld and Kevin Hart know the struggle of raising wealthy kids. When Seinfeld’s kids ask him if they’re rich, he unabashedly tells them
Ray Peebles
March 31, 2021