Bangor, ME Office

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.

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.

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.

Paul Means is a financial advisor at Means Wealth Management with 55 years of industry experience. He holds a Series 63 designation and has worked at Means Investment Co., Inc. since 1971. Outside of his advisory work, he serves as Chairman of the Investment Committee and a board member for the Bangor Region YMCA, a charitable organization supporting community wellness. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, non-profit organizations, corporations, and qualified employer retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and exit planning, employing active and passive strategies tailored to client needs and utilizing third-party sub-advisers when appropriate.

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 Series 66-licensed financial advisor with 24 years of industry experience, currently working at Means Wealth Management since 2011. He serves as president of Delivery Logistics Inc., a FedEx Ground contracted service provider. Means Wealth Management is a team of 13 advisors offering advisory services to individuals, high-net-worth clients, trusts, estates, non-profits, corporations, and qualified retirement plans. The firm employs both active and passive investment strategies, customizes allocations to client needs, and offers financial and exit planning services.

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.