Rhode Island

Candace Furtado

WMS

Client Relationship Specialist

24 Albion Rd, Suite 440
Lincoln, RI 02865

Candace Furtado
Candace Furtado

Professional Certifications

  • WMS – Wealth Management Specialist

About Candace

Candace’s primary responsibilities are establishing and tracking client accounts, ensuring the integrity of asset transfers and working as a liaison with clients, back-office teams and the financial service partners with which Buckingham conducts business.

Candace has over 16 years of financial service industry experience. She joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. Prior to joining Buckingham, she served as client service specialist at Briggs. Before that, she was an office manager and marketing coordinator for a district financial services office in Nevada. She received her Bachelor of Arts degree in liberal arts from Wheaton College in 1999.