Candy H. Forbus Thurs
Senior Vice President, Managing Director at Legacy Private Trust Company
- Role
- Senior Vice President, North Central Wi Managing Director of Corporate Support Services at Legacy Private Trust Company
- Location
- Wausau, WI, US
- LinkedIn followers
- 500 followers
About Candy H. Forbus Thurs
Senior Private Client Advisor specializing in working with families, business owners, and organizations for their financial planning and investment needs. Key duties include multi-generational trust planning, investment strategy, and financial/estate planning for these relationships. Specific experience managing foundations, retirement planning, revocable and irrevocable trust accounts, charitable trusts, family business succession planning, tax strategy, executive compensation, and investment management solutions.A specific focus is in managing the wealth strategy for families and individuals selling a business.I am looking to meet families and individuals to help with their finances, as well as professional colleagues to expand my network in order to help my clients.
Experience
Senior Vice President, North Central Wi Managing Director of Corporate Support Services
Jan 2025 — Present · WI, US
Education
Cannon Financial Institute
CTFA - Certified Trust and Fiduciary Advisor
2014 — 2015
Auburn University
Bachelor's degree, Business Administration - Economics
Dadeville High School
Advanced Honors Diploma
Cannon Financial Institute
Certified Wealth Strategist CWS
2015 — 2016
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