Jennifer Hollifield, FPQP®

Senior Client Services Associate

Jennifer Hollifield
A smiling man and woman standing together outdoors, overlooking a large body of water and cliffs, with clear blue skies in the background, wearing sunglasses and casual summer clothing.

I joined Cornerstone Wealth in 2009, and it’s been an incredible privilege to support our wealth advisors and clients in the Huntersville, NC office. I truly consider working with clients an honor and strive every day to provide exceptional service that makes a positive impact on their financial journeys. Helping people navigate important decisions and building meaningful relationships is what I love most about my role.

Before joining Cornerstone, I gained valuable experience as a legal assistant specializing in estate planning, as well as a legal and executive assistant during my five years at Bank of America. These experiences gave me a strong foundation in attention to detail, professionalism, and the importance of delivering personalized support, which I bring to every client interaction.

Outside of work, I find joy spending time at the beach, paddleboarding, and making memories with my three wonderful daughters and granddaughters. Whether in the office or with my family, I’m passionate about building connections, creating positive experiences, and helping others feel supported and valued.

Education

  • University of North Carolina, Charlotte
    BA – English

Professional Certifications

  • Financial Paraplanner Qualified Professional™ FPQP®

Office Location

Huntersville, NC