Means Wealth Management

David Means is a financial advisor at Means Wealth Management with 22 years of industry experience. He holds the Series 66 credential and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm offers discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning for business owners, employing a combination of active and passive investment strategies customized to client needs.

Thomas Herlihy is a financial advisor at Means Wealth Management in Bangor, ME, with four years of industry experience. He holds a Series 65 designation and previously worked for Bangor Savings Bank from 2010 to 2022. 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 advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and retirement plans. The firm employs both active and passive strategies, customizes portfolios based on client needs, and offers specialized services such as exit planning and ongoing advisory relationships through pooled investment vehicles.

Jamie Stone is a CFP® and ChFC® with 22 years of experience in the financial services industry. He has worked at Means Wealth Management since 2022 and previously held roles at Mercer Global Advisors Inc. from 2015 to 2022. He is based in Greenville, SC, and holds Series 63 and Series 65 licenses. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm uses a combination of active and passive model portfolios tailored to client needs and offers specialized services including exit planning and investment management for pooled vehicles such as an investment club.

Eric Baker is a financial advisor with Means Wealth Management in Greenville, SC, holding a Series 66 designation and seven years of industry experience. Prior to joining Means Wealth Management, he worked at LPL Financial and Atlas Financial Group, and spent nine years at CT Distributing. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive investment strategies, customized to client needs, and offers services such as portfolio management, financial planning, and exit planning for business owners.

Stacey Young is a financial advisor at Means Wealth Management in Bangor, ME, holding a Series 66 designation with one year of industry experience. Prior to joining Means Wealth Management, Stacey worked at Maine Savings Federal Credit Union and RBC Capital Markets. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning, utilizing active and passive model portfolios tailored to client objectives and risk tolerance.

Alexander Means is a financial advisor at Means Wealth Management with 14 years of industry experience. He holds the Series 66 designation and has worked at Means Wealth Management since 2017, with prior experience at Advantage Investment Management LLC and LPL Financial. Outside of his advisory role, he is a partner in a real estate investment LLC focused on buying, selling, and renting residential properties. Means Wealth Management provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses both active and passive investment strategies tailored to client objectives and risk tolerance and offers comprehensive financial planning along with specialized services such as exit planning for business owners.

David Cust is a financial advisor at Means Wealth Management in Sarasota, FL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked with Means Investment Co. since 2016. Means Wealth Management provides advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, non-profits, corporations, and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and exit planning for business owners, utilizing active and passive strategies tailored to client needs.

Zachary Means is a financial advisor with Means Wealth Management, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has been affiliated with Means Investment Co., Inc. since 2009. Outside of his advisory role, he serves as a director at Machias Savings Bank and owns a holding company that manages a camp on Moosehead Lake. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies tailored to client needs and offers services including portfolio management, financial planning, and business exit planning.

Karen Oeser is a CFA® charterholder with 12 years of industry experience. She joined Means Wealth Management in 2024 and has prior experience at Hart Capital Management, Inc. Karen owns Elevarte Capital LLC dba East Light Investments, where she manages investor communications for a multi-family real estate portfolio. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified retirement plans. The firm uses a combination of active and passive strategies tailored to client goals and risk tolerance, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and exit planning services.

Paul Means is a financial advisor with Means Wealth Management in Bangor, ME, holding a Series 63 designation and over 50 years of industry experience. He has been affiliated with Means Investment Co., Inc. since 1971. Outside of his advisory role, he serves as Chairman of the Investment Committee and Board Member for the Bangor Region YMCA, a charitable organization supporting community wellness, and he is also Chairman of the Investment Committee for Penobscot Associates, an investment club with 50 members. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and retirement plans. The firm employs both active and passive strategies, customizes portfolios based on client needs, and offers financial planning and exit planning services, including more complex strategies and ongoing monitoring with electronic reporting.

Chad Kelley is a CFP® and Series 65-licensed advisor at Means Wealth Management with two years of industry experience. He previously worked at Bangor Savings Bank and Cross Insurance Center. Means Wealth Management serves individuals, high-net-worth clients, trusts, estates, nonprofits, corporations, and employer retirement plans through discretionary and non-discretionary portfolio management, integrated financial planning, and exit planning for business owners. The firm uses both active and passive model portfolios tailored to client goals and risk tolerance and offers additional services such as options strategies, margin use, and project-based exit planning.

John Dudley is a financial advisor at Means Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at Means Investment Co, Inc. since 2011. Outside of advisory work, he serves as president of Delivery Logistics Inc., a FedEx Ground contracted service provider. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofit organizations, corporations, and qualified employer retirement plans. The firm uses both active and passive investment strategies tailored to client goals and offers ongoing portfolio monitoring with access to dedicated reporting platforms.

Erin Barry is a financial advisor at Means Wealth Management with seven years of industry experience. She holds a Series 65 designation and has worked at Means Wealth Management since 2019. Prior to her current role, Barry was employed at Penobscot Community Health Care and Northern Light Health. She also serves as a corporator for Machias Savings Bank and acts as a goodwill ambassador providing regional insights when requested. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and qualified employer retirement plans. The firm employs both active and passive investment strategies, customizes portfolios based on client needs, and offers services including financial and exit planning.