Brittany Urban joined Wingate Wealth Advisors as a Client Relationship Administrator in February 2025. In this role, she facilitates money movements, coordinates client meetings, and ensures a seamless client experience. Brittany earned her bachelor’s degree from Plymouth State University and brings a wealth of financial services experience from her years at Fidelity Investments and Merrill […]

Brianna joined Wingate in March 2023. As a Client Relationship Administrator, she is responsible for helping to maintain client relationships at Wingate. Her duties include managing client requests, scheduling meetings, and coordinating client tasks with internal service departments. Brianna joins us most recently from Morgan Stanley, where she spent several years as a Client Service […]

Cara joined Wingate in September 2021 and serves as a Senior Client Relationship Administrator. In this role, she is responsible for maintaining strong client relationships and is often the first point of contact for clients. Cara manages a wide range of activities, including money movement, account transfers, and general account inquiries, and works closely with […]

As a Senior Client Relationship Administrator, Susan manages numerous essential account activities including opening and transferring accounts; handling money requests; addressing account inquiries; conducting research; and overseeing general account maintenance. Susan coordinates all of these tasks with our internal staff as well as outside professionals, such as attorneys and accountants. As a recently designated Certified […]