Greenville, SC Office

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.

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.

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.

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.

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 held roles at Stekoa Creek, Gratus Capital, and worked in various service and educational positions. Means Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, nonprofit organizations, corporations, and qualified employer retirement plans. The firm utilizes both active and passive investment strategies, customizes portfolios based on client objectives and risk tolerance, and offers financial planning and exit planning services.