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Kelly F
Series 63, Series 65
Saco, ME
Measured Wealth Private Client Group, LLC
Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at IFS Securities, H. Beck, Inc., Morgan Stanley, Citigroup Global Markets, and Voya Retirement Advisors. Outside of her advisory work, she has bookkeeping responsibilities at a Dairy Queen location during summer months. Measured Wealth Private Client Group, LLC serves individuals, high net worth clients, families, charitable organizations, pension plans, and businesses. The firm provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and estate-planning facilitation, managing approximately $528 million in discretionary assets with a multi-adviser team.
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