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

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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