Means Wealth Management

David Means is a financial advisor at Means Wealth Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Means Wealth Management provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive strategies with customized model portfolios and emphasizes regular client communication through market updates and educational materials.

Wesley Leighton is a financial advisor at Means Wealth Management with 10 years of industry experience and holds a Series 66 designation. He has been with Means Wealth Management since 2015. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profit organizations, corporations, and business entities. The firm employs both active and passive investment strategies, offers ongoing monitoring and periodic rebalancing, and emphasizes regular client communication through market updates and educational materials.

Thomas Herlihy is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 65 designation with four years of industry experience. Prior to joining Means Wealth Management, he worked at Bangor Savings Bank for 12 years. Outside of his advisory role, he is a manager and 25% owner of Lakeside Investments LLC, an entity created to purchase lakefront property. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, emphasizes regular client communication, and offers several specialized services including work with institutional retirement plans and private investment vehicles.

Jamie Stone is a CFP® and ChFC® with 22 years of industry experience. He has worked at Means Wealth Management since 2022 and previously spent seven years at Mercer Global Advisors Inc. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs a combination of active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.

Eric Baker is a financial advisor at Means Wealth Management in Greenville, SC, holding a Series 66 designation with seven years of industry experience. He has worked at Means Wealth Management since 2019, with prior experience at LPL Financial LLC and Atlas Financial Group. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies, offers customized model portfolios, and serves institutional retirement plans while maintaining a fiduciary focus.

Stacey Young is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 66 designation. Stacey has prior experience working at Maine Savings Federal Credit Union, RBC Capital Markets, LLC, and University Credit Union. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies with ongoing monitoring and reporting, and it offers educational materials and market updates to clients.

Alexander Means is a financial advisor at Means Wealth Management with 13 years of industry experience. He holds a Series 66 designation and has worked at Means Wealth Management since 2017, with prior experience at Advantage Investment Management LLC and LPL Financial LLC. Outside of his advisory role, he is a partner in a real estate investment LLC focused on buying, selling, and managing residential properties. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, nonprofits, corporations, and business entities. The firm offers customized model portfolios using both active and passive strategies and serves institutional retirement plans, emphasizing regular client communication and educational outreach.

David Cust is a financial advisor with Means Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Means Investment Co. for the past 20 years. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm uses both active and passive investment strategies, offers regular market updates and educational materials, and serves institutional retirement plans alongside private investment vehicles.

Zachary Means is a financial advisor with Means Wealth Management in Bangor, ME, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Means Investment Co., Inc. since 2009 and currently manages multiple business interests, including ownership of a holding company for a camp on Moosehead Lake and a director role at Machias Savings Bank. Means Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, non-profits, and business entities. The firm employs both active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.

Karen Oeser is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Means Wealth Management. She previously worked at Hart Capital Management, Inc. and has owned Elevarte Capital, LLC dba East Light Investments since 2019, where she manages investor communications related to multi-family real estate holdings. Oeser also has experience with Financial Literacy For Her. Means Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, emphasizes regular client communication, and operates solely as a fiduciary.

Bryce Lausier is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 65 designation. He has worked at Means Wealth Management since 2024 and has prior experience at Lebel & Harriman, LLP, the New England Environmental Finance Center, the University of Maine, Saint Anselm College, and in middle and high school education. Means Wealth Management provides portfolio management and integrated financial planning services primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm uses both active and passive investment strategies, emphasizes regular client communication and educational outreach, and operates solely as a fiduciary.

Tinsley Newton is a financial advisor at Means Wealth Management in Greenville, SC, holding a Series 65 designation with one year of industry experience. Prior to joining Means Wealth Management, Newton worked at Stekoa Creek and Gratus Capital. Means Wealth Management provides portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.

Paul Means is a financial advisor at Means Wealth Management with 54 years of industry experience. He holds a Series 63 designation and has been associated with Means Investment Co., Inc. since 1971. Outside of his advisory role, he serves as Chairman of the Investment Committee and a board member for the Bangor Region YMCA, a charitable organization supporting community wellness, and participates in the investment decisions of Penobscot Associates, an investment club with 50 members. Means Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, offers customized model portfolios, and emphasizes regular client communication through market updates and educational materials.

Chad Kelley is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Means Wealth Management since 2024 and previously spent five years at Bangor Savings Bank and four years at Cross Insurance Center. Means Wealth Management provides discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm uses both active and passive strategies, offers regular market updates and educational materials, and serves institutional retirement plans alongside private investment vehicles.

John Dudley is a financial advisor with Means Wealth Management in Bangor, ME, holding a Series 66 designation and 23 years of industry experience. He has been with Means Investment Co, Inc. since 2011. Outside of his advisory role, Dudley serves as president of Delivery Logistics Inc., a FedEx Ground contracted service provider. Means Wealth Management offers discretionary and non-discretionary portfolio management and integrated financial planning primarily for individual and high-net-worth clients, as well as trusts, estates, non-profits, corporations, and business entities. The firm employs both active and passive investment strategies with ongoing monitoring and reporting, and provides additional services including market updates, educational materials, and advisory support to institutional retirement plans and investment clubs.