Carol Khouri, CFP®, CDFA™, CeFT®
Financial Advisor and Principal
Carol is an accomplished financial advisor who specializes in wealth management and divorce consulting. Carol joined Wingate Wealth Advisors LLC in January of 2002 after spending 14 years at Prudential Securities. Her high standards of putting clients first had her pursue a career with a fee-only Registered Investment Advisory firm where employees are held to a fiduciary standard. Drawing on more than 25 years’ experience, she guides each client through a collaborative planning process, creates an objective investment management program and partners with other specialists, as needed, to ensure a cohesive, long-term financial 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. In addition to being a Certified Financial Planner®, Carol is an accredited Certified Financial Transitionist®, and has been able to help hundreds of people overcome the often complex financial challenges posed by life changing events such as divorce, retirement, elder care and the loss of a spouse. By providing ongoing education and guidance, Carol’s goal is to empower people during their transitions and beyond.
As a Certified Divorce Financial Analyst™, she has the capability to negotiate fair and equitable outcomes as well as help her clients navigate their financial affairs during one of the most stressful times of their lives.
Carol lives west of Boston where she is active in local town affairs. Carol has served a number of years as an officer on the board of directors for The Divorce Center in Newton, MA. She remains a member of The Divorce Center, Massachusetts chapter of the Financial Planning Association and former member to the Boston Estate Planning Council. In her free time she enjoys gardening, visiting local farmers markets and swimming.