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 Team: 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.
John has been a part of the Means Wealth team since 2001. A member of the executive committee, John works with affluent clients and institutions, including nonprofits and quasi-municipalities.
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.
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 and he currently runs our South Carolina Office.