Cara Whipkey

Senior Client Relationship Administrator at Wingate Wealth Advisors, Inc. - Lexington, MA, US

Cara Whipkey's Contact Details
HQ
781-862-7100
Location
Company
Wingate Wealth Advisors, Inc.
Cara Whipkey's Company Details
Wingate Wealth Advisors, Inc. logo, Wingate Wealth Advisors, Inc. contact details

Wingate Wealth Advisors, Inc.

Lexington, MA, US • 20 - 49 Employees
Financial Services

Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families.Since 1986, we have been providing financial guidance that is objective, tailored, and collaborative. Our integrated approach begins with a planning process to ensure your investment strategy is aligned with your needs, goals, and circumstances.

Financial Planning Investment Management Financial Services Financial Advisory Services
Details about Wingate Wealth Advisors, Inc.
Frequently Asked Questions about Cara Whipkey
Cara Whipkey currently works for Wingate Wealth Advisors, Inc.
Cara Whipkey's role at Wingate Wealth Advisors, Inc is Senior Client Relationship Administrator.
Cara Whipkey's email address is ***@wingatewealthadvisors.com. To view Cara Whipkey's full email address, please signup to ConnectPlex.
Cara Whipkey works in the Financial Services industry.
Cara Whipkey's colleagues at Wingate Wealth Advisors, Inc. are Matthew Lasker, Carol Khouri, John Slupski, Lianna Deprey, Joe Evangelista, Carol Newman, Andi McNamara and others.
Cara Whipkey's phone number is 781-862-7100
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