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Cara Whipkey, FPQP®

Cara Whipkey, FPQP®

Sales Associate

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location of Cara Whipkey, FPQP®Greater Boston

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  • Timeline

  • About me

    Client Relationship Administrator at Wingate Wealth Advisors, Inc.

  • Education

    • Northeastern University

      -

  • Experience

    • Ball Financial Services

      Jun 1996 - Apr 1998
      Sales Associate

    • Creative Office Pavilion

      Apr 1998 - Jan 2001
      Sales Associate

    • AIS

      Mar 2001 - Jun 2005
      Sales And Marketing Associate

    • Johnson & Associates Insurance

      Apr 2011 - Feb 2015
      Sales Associate

    • Morgan Stanley

      Feb 2015 - Sept 2021
      Portfolio Associate / Sr. Registered Associate

    • Wingate Wealth Advisors, Inc.

      Sept 2021 - now
      Senior Client Relationship Administrator & Financial Paraplanner

  • Licenses & Certifications

    • Series 66

    • Series 7

    • Notary Public

      Commonwealth of Massachusetts
      Oct 2021

    • Foundations in Financial Planning™ Program leading to the FPQP® Professional Designation

      College for Financial Planning
      Mar 2022
      View certificate certificate