Kelsey Strait
Operations Manager
617-514-0410
Kelsey Strait is the Operations Manager at Munroe Morrow Wealth Management. Kelsey attended the University of Vermont where she earned a Bachelor of Science in Business Administration with a concentration in Finance. Kelsey has worked in Finance Operations since 2014 and holds her Series 7 and 66 with LPL Financial. She helps with the day-to-day operations to support our clients and Advisors. Some of these duties include account opening procedures and documentation, overall account maintenance, and processing of clients’ needs.