Measured Wealth Private Client Group, LLC

John Black is a financial advisor at Measured Wealth Private Client Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors LLC for 14 years before joining Measured Wealth in 2020. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities by providing asset management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-advisor team approach with tailored portfolios and continuous supervision, utilizing a range of investment strategies including individual securities, ETFs, mutual funds, private securities, and specialized strategies such as option writing and ESG investing.

Alejandra Borge is a financial advisor at Measured Wealth Private Client Group, LLC with five years of industry experience. She holds the Series 66 designation and has previously worked at Citi Private Bank, Morgan Stanley, and several other firms. Outside of her advisory role, she operates Miss Millones, a social media blog focused on increasing financial literacy within the Hispanic community. Measured Wealth Private Client Group, LLC provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach with tailored portfolios and ongoing account supervision, managing approximately $464 million in regulatory assets.

Jay Levy is a CFP® with 21 years of experience in financial advisory services. He has been with Measured Wealth Private Client Group, LLC since 2011 and previously worked at IFS Securities and H. Beck, Inc. Levy serves on the board of the Wentworth Douglass Hospital Foundation and authored a book on financial and holistic planning through his financial literacy initiative. Measured Wealth Private Client Group, LLC provides asset management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, and business entities. The firm uses a multi-advisor team approach with tailored portfolios, ongoing supervision, and employs a range of investment strategies including individual securities, ETFs, and alternative models such as ESG investing.

Edward Benway is a financial advisor with Measured Wealth Private Client Group, LLC in Portsmouth, NH, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Measured Wealth Private Client Group since 2014 and has also been affiliated with H. Beck, Inc. since 2009. Additionally, he is a member of LRI Financial Group, LLC. Measured Wealth Private Client Group provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach, focusing on tailored portfolios with ongoing supervision and a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and specialized strategies such as option writing and ESG investing.

Victoria Gibbs is a financial advisor at Measured Wealth Private Client Group, LLC with six years of industry experience. She holds the CFP®, ChFC®, and Series 63 designations. Her prior work includes roles at Power 10 Advisory Partners and Atlantic Benefit Group, both affiliated with Northwestern Mutual. Gibbs is also a licensed independent insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm offers asset management, financial planning, and pension consulting with a focus on tailored portfolios, continuous supervision, and a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and ESG models.

Joseph Neff is a CFP® and Series 65-licensed advisor with six years of industry experience. He currently works at Measured Wealth Private Client Group, LLC and has previously held roles at firms including MAI Capital Management, The Wealth Consulting Group, and NewEdge Advisors. Outside of finance, he serves as a martial arts instructor at Renzo Gracie New Hampshire and acts as the financial director and treasurer for Seacoast Community Church in a non-investment capacity. Measured Wealth Private Client Group, LLC provides advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm employs a multi-advisor team approach with tailored portfolios and ongoing supervision, utilizing a range of investment strategies including stocks, bonds, ETFs, mutual funds, private securities, and, for suitable clients, options and derivatives.

George Zaharopoulos is a CFP® with 21 years of industry experience, currently serving at Measured Wealth Private Client Group, LLC. He previously worked at Wells Fargo Clearing Services, LLC, Massachusetts Mutual Life Insurance Company, and MML Distributors LLC. He is also a licensed insurance agent. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm provides asset management, financial planning, pension consulting, and estate-planning facilitation through a multi-advisor team that emphasizes tailored portfolios and ongoing account supervision.

David Mcnamee is a CFP® and Series 65-licensed advisor with 26 years of industry experience. He has worked at CLM Capital Management for 18 years and has been affiliated with Partners Bank since 1990, where he serves as a director. Outside of his advisory role, Mcnamee is an independent accountant and treasurer for the Community Baptist Church in North Waterboro, Maine. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm provides asset management, financial planning, pension consulting, and estate-planning facilitation through a multi-advisor team with ongoing account supervision and uses a range of investment strategies including individual securities, ETFs, mutual funds, and private securities.

Kelly Foss Root is a financial advisor with Measured Wealth Private Client Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Measured Wealth since 2013 and previously at IFS Securities and H. Beck, Inc. Outside of advisory work, she has bookkeeping responsibilities at a local business during the summer months. Measured Wealth Private Client Group serves individuals, high-net-worth clients, trusts, and business entities by providing asset management, financial planning, pension consulting, and estate-planning facilitation. The firm employs a multi-advisor team approach with tailored portfolios and ongoing supervision, utilizing a range of investment strategies including stocks, bonds, ETFs, and private securities.

Edward Miller is a CFA® charterholder with nine years of industry experience. He is currently with Measured Wealth Private Client Group, LLC, where he has worked since 2021. His prior roles include positions at The Colony Group, Aurora Financial Advisors, The Legacy Foundation, and Private Advisor Group. Measured Wealth Private Client Group, LLC serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and other business entities. The firm manages approximately $464 million in assets and offers tailored portfolio management with ongoing supervision through a multi-advisor team.