Paul Means joined his father at Means Wealth in 1972 and became President of the organization in 1981. Paul has headed Means’ investment and executive committees since 1981. As President and Chief Equity Strategist, he annually publishes a “what to watch” list of equities.
Our Financial Advisors
Zach is one of the primary wealth managers at Means Wealth. By listening closely to clients’ needs and executing personalized strategies, Zach maintains strong relationships built on trust and satisfaction. He also currently serves on the investment and executive committee.
Hailing from Washington, D.C., Dave joined the Means Wealth family in 2006 as the Senior Options Principal. A member of the research committee since 2013, Dave manages relationships and provides personalized advice to families around the country.
Born in Bangor, Jackson has been local his entire life. Preceding his employment at Means in 2019, Jackson worked at the 101st Air Refueling Wing as a Traditional Guardsman; deploying to Guam, Qatar, and Afghanistan.
John has been a part of the Means Wealth team since 2001. John works with affluent clients and institutions, including nonprofits and quasi-municipalities, as an executive committee member.
Wes joined the firm in 2015 after a long career in aviation. One of the firm’s lead options strategists, Wes has mitigated portfolio risk via equity and option strategies for over 30 years. He serves on the research and Investment committee.
Alex Means is a native of Orono, Maine, and a graduate of Furman University with a Bachelor of Arts in Business Administration. Alex joined the team in 2017. He currently runs our South Carolina Office.