Wingate Wealth Advisors, LLC
450 Bedford Street
Lexington, MA 02420
Susan Hanna has teamed up with her sister, Carol Khouri, Principal, CFP®, CDFA™, CeFT®, to celebrate Women Partnering with Women. They focus on securing and improving lives. Their success lies in helping women manage the emotional and financial consequences of divorce, the death of a husband, a job change, newfound wealth, and retirement. They assist their clients with financial related matters such as investments, 401K selection, Roth and IRA considerations, pension options, trusts, social security election, Medicare choices, health care proxies, custody, alimony and insurance.
Before joining Wingate, Susan worked as a Practice Administrator for fifteen years achieving her Certified Medical Practice Executive (CMPE) designation. Prior to that, she worked as a Corporate Economist for over 10 years, holding positions at Unisys Inc., U.S. Department of Transportation, and McGraw Hill Inc. Susan completed her graduate studies in Economics at Florida Atlantic University.
While Susan is passionate about helping animals, she has an impressive volunteer background having served on 16 nonprofit organizations focusing on issues related to childhood education, developmental disabilities, equine therapy, medical care communication, community opinion, land-use, and senior services.