Carol M. Khouri CFP®, CDFA™ ** » Financial Experts

** Denotes Collaboratively Trained Professional

Carol M. Khouri CFP®, CDFA™ **

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Financial Consultant Wingate Wealth Advisors Address 450 Bedford Street Lexington MA 02420-1547 Phone: (781) 862-7100 Fax: (781) 861-9707 Website: www.wingatewealthadvisors.com
About

Carol is a principal with Wingate Wealth Advisors. She is an accomplished financial advisor who specializes in creating financial solutions for women. With more than 25 years experience, she accomplishes this through comprehensive financial planning, objective investment management and partnering with other specialists as needed to ensure a cohesive, long term plan.

After working closely with her clients to develop a customized strategy to allow them every opportunity to reach their goals, Carol remains actively involved to ensure her clients have consistent support for their everyday needs. She has helped hundreds of women overcome the often complex financial challenges posed by life changing events such as divorce, retirement, elder care and the loss of a spouse. Carol’s goal is to empower women during their transitions and beyond.

In addition to being a Certified Financial Planner® and a Certified Divorce Financial Analyst, she has been honored by her colleagues and clients with Five Star Wealth Manager recognition.

** Denotes Collaboratively Trained Professional