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Candace Watson

Candace Watson

Client Service Administrator

Candace Watson joined Shakespeare Wealth Management in 2025 as our Client Service Administrator. With over 15 years of experience in financial services, Candace is a driven and accomplished Wealth Management professional known for her exceptional account management skills and commitment to delivering excellent client service.

Candace graduated with a Bachelor of Arts in Communications from UW-Milwaukee in 2010, where she also earned a certification in mediation. Throughout her career, she has contributed significantly to productivity, efficiency, and effectiveness in client service delivery.

Candace is also passionate about community service, consistently supporting her community volunteer initiatives aimed at enriching the quality of life for local residents.

A strong communicator and an effective team player, Candace is highly skilled in stakeholder management and conflict resolution, bringing a wealth of knowledge and experience to the Shakespeare family.

In her free time, she enjoys spending time with her dear family and friends. She also enjoys traveling the world, cooking from scratch, Pilates and all things fashion. Candace is also a Fine Arts enthusiast, enjoying dance, theater and live music regularly.

Volunteer Organizations

Signature Dish:
Tacos

Likely find her:
Uncovering a great find at Aldi 

Favorite Art Experience:
Viewing Mona Lisa at the Louvre Museum in Paris 

VIEW FROM THE LAKE

Our Blog

Tip of the Month | August 2025

By Nick Ziarek | August 10, 2025 Read More > about Tip of the Month | August 2025

Beyond the Numbers: Using Your Advisor as a Sounding Board

By Kevin Reardon | August 1, 2025 Read More > about Beyond the Numbers: Using Your Advisor as a Sounding Board

Tip of the Month | July 2025

By Brian Ellenbecker | July 1, 2025 Read More > about Tip of the Month | July 2025

Guest Blog: What Happens to Your Mortgage When You Pass Away?

By Shakespeare | June 20, 2025 Read More > about Guest Blog: What Happens to Your Mortgage When You Pass Away? VIEW ALL

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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260

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