David Khouri, CFP®, CRPC®

David joined Wingate in January of 2024 as a Financial Advisor. David works directly with Carol Khouri to assist in financial planning, investment recommendations, and portfolio design. David believes that building a relationship based on trust and an understanding of a client’s goals creates the foundation for a successful long-term financial plan.

Before joining Wingate, David worked as an Associate Wealth Advisor at Charles Schwab. While there, David worked with hundreds of families to help provide planning and investment advice. Prior to joining Schwab, David worked as a Financial Advisor in Boston at McAdam Financial where he became licensed as a broker.

David graduated from the Isenberg School of Business with a Bachelor of Business Administration in Finance and from the General University of UMass Amherst with a Bachelor of Arts in Economics. David is a Certified Financial Planner™ professional and Chartered Retirement Planning Counselor™. He currently holds the Series 66 investment advisor license.

David lives with his partner Fran. Together they enjoy traveling, skiing, hiking, and exploring new restaurants. They have a dog, Kilo, and a cat, Ellie, who love attention and watch over the house while their parents are away.