The latest installment in our monthly Q&A session where we sit down with members of the FJY team to find out a little bit more about what exactly they do here and what makes them tick.
This Month: Financial Advisor Candace Lee.
1. Tell us a little about your role at FJY, and what you do.
As a Financial Advisor at FJY, I am responsible for actively managing existing client relationships, formulating and implementing advice, and developing recommendations for clients using a team approach. I am also a member of the Financial Planning Committee which is responsible for providing education to our financial advisors, as well as conducting and presenting research to explore new ideas and best practices within our industry.
2. What do you like most about working at FJY?
I love that FJY and its team members have a young spirit. We are always learning, always growing, and always striving to find ways to make the experience better for our clients. In addition to learning from industry leaders through reading and conference attendance, each of us brings a unique experience to the table so that we can also learn from each other. The collaborative work environment and culture make this a great place to work.
3. What would you do for a career if you weren’t doing this?
That’s a tough one. I love to travel, so if there was a way to combine what I’m doing now with traveling I wouldn’t change careers. I am also very much into mystery novels and love figuring things out. If I weren’t doing this, I think I’d like working for the FBI or Interpol fighting crime!
4. What is your favorite sport?
My favorite sport is basketball. It is a sport I played for several years in high school that I very much enjoyed. I loved the competitiveness of the sport and the fact that you needed to combine speed, skill, and teamwork to succeed. It was also great to have other team members push you to be your best. It is a sport I no longer play, but love to watch on both the professional and collegiate levels. I still get pumped up watching (and enviously wishing I had their skills)!
5. Where is your favorite place to be?
I will preface my probably weird answer with this: my favorite places are usually those places where I can reflect on my day (or life in general), clear my head, and have a peaceful moment. My recent relaxing trip to Jamaica offered that peace and reflection, but since I can’t be thousands of miles away most of the time, I really enjoy the time I spend in my car. It’s the only place where I can really reflect without much distraction (since, let’s face it, once I get home my dog gets all of my attention).
6. What’s your favorite childhood memory?
My favorite childhood memory was our Christmas tradition. At Christmas time, we’d have our tree up and well-lit with nicely wrapped gifts waiting to be opened. Very early in the morning, before the sun was even up, I was allowed to tear into my presents. As an only child, all of the presents under the tree were mine, but that wasn’t even the most exciting part of Christmas for me. I would hurry to unwrap my presents because afterward, I knew we were going to Grandma’s house! My grandma lived (and still lives) about eight hours away in Knoxville, Tennessee. We would pack the car up, my mom would take the driver’s seat, and I would curl up in my favorite blue comforter to sleep in the back seat. Throughout the long drive we would listen to music and sing carols to pass the time, and before I knew it we were at Grandma’s house and it was so great to see her! She cooked the best meals – we were never hungry. She also had her tree up and gifts under it for when the rest of our family came over. I loved seeing my family over the holidays.