ResourcesUpload a File
Please use the below links to securely upload a file to send to us. After you click the “Upload a file” button, you will be directed to a new page where you can complete the upload via FileDrop. Once your files have been uploaded, an email will be sent to the associated Means Wealth professional who will retrieve the files from the secure delivery system.
Please do not use this system to send time-sensitive, action-oriented messages, such as orders for the purchase or sale of securities, fund transfer instructions or check stop payments, as it is our policy not to accept such items electronically.
If you have any trouble using this system, please contact us at 800-696-3267.
Upload files for Eric Baker
Upload files for Erin Barry, CPA
Upload files for Denise Bither
Upload files for David A. Cust
Upload files for John R. Dudley, AIF®
Upload files for Dawn Hatch
Upload files for TJ Herlihy, CPFA®
Upload files for Wesley E. Leighton
Upload files for Carly Lovinggood
Upload files for Mike Maberry
Upload files for Alex Means
Upload files for David G. Means
Upload files for Paul B. Means
Upload files for Zachary P. Means
Upload files for Bruce Metivier
Upload files for Wendy Porter
Upload files for Kristine Selleck
Upload files for Jamie Stone, CFP®, ChFC®