Candace Dollar, FPQP®

About

As a Client Service Associate, I support our advisors and clients with their day-to-day needs — whether that’s answering questions, keeping things moving behind the scenes, or making sure no detail falls through the cracks. I pride myself on being dependable, detail-oriented, and proactive in my communication. If something’s pending, clients know I’m already on it.

I’ve been in the wealth management industry since 2018, and what drew me to this field (and keeps me inspired) is the opportunity to make a real impact on people’s lives. It’s incredibly rewarding to build lasting relationships and support clients through life’s milestones. I love being part of a team that helps clients reach their goals and feel confident along the way.

Outside of work, I enjoy spending time with my family and friends, exploring new restaurants, traveling, and watching action movies. I also stay active with hiking, snowboarding, and weightlifting.