Jake joined Wingate Wealth Advisors in March 2025 as an Operations Associate. He is responsible for the timely completion and accuracy of daily money movement, client account operations, and portfolio management systems. He takes pride in ensuring seamless processes for both the advisors and their clients. Prior to joining Wingate, Jake worked in client services […]

Julie is an administrative assistant at Wingate and handles day to day tasks of the operations department and front office. She also greets clients and guests, helping them to navigate through the office upon arrival. She enjoys assisting the Wingate team to provide our clients with excellent support and service. Julie enjoys the beach, shopping, […]

Jeff joined Wingate Wealth Advisors in January 2022. He is the Operations Team Leader and is responsible for overseeing the processes of the back office. This includes working with our advisors and client relationship teams to ensure that the operational needs of our clients are met. He also works to maintain data integrity in our […]

Carol is Wingate’s administrative assistant who assures that all our clients and visitors are always professionally and warmly welcomed. She has enjoyed meeting and getting to know many Wingate clients over the years. Her primary responsibilities include the smooth operation of the front office and assisting the Operations Department with multiple tasks. Carol also thoroughly […]

Kara joined Wingate in 2013 as a part-time Corporate Accountant taking on the corporate accounting and budgeting duties. Kara brings more than 15 years of experience in accounting and financial analysis to Wingate. Prior to joining Wingate, Kara was the Controller at Tax Credit Asset Management, LLC, an Accounting Manager at Municipal Mortgage & Equity, […]

Carol joined Wingate in 2000 and works closely with our Chief Compliance Officer to meet all of the firm’s compliance obligations. This includes preparing SEC filings, including Forms ADV and CRS, creating, implementing and updating firm compliance policies and procedures, conducting internal compliance audits and an annual compliance self-assessment, preparing and presenting the annual compliance […]