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

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

Read More »

Let us help your assets and
life appreciate together.

Receive CornerCap Updates & Insights