Alex Means is a native of Orono, Maine and a graduate of Furman University with a Bachelor of Arts in Business Administration. In following his passion to work closely with people and build relationships, Alex joined his family firm in the financial services industry in Maine where he was able to gain experience and acquire his securities registrations, including FINRA Series 7, Series 66, and Life Insurance licensing.
In 2012, Alex moved back to the upstate joining a local firm which operated as an Endorsed Local Provider (ELP) for Dave Ramsey. There, he learned the importance of community outreach by providing education and guidance ‘with the heart of a teacher’, and treating individuals as relationships, not numbers.
In January of 2017, Alex opened the second Means Wealth Management branch, located in Greenville, South Carolina. Originally founded in Maine in 1935 by his grandfather, David G. Means, Means Wealth is among the oldest and most respected independent investment firms in the State. The firm was established on an unshakeable foundation of principled patience, honest integrity, and warm, personal service. As a Financial Advisor, Alex’s primary objective is to guide his clients and develop strategies for, but not exclusive to, retirement and estate planning, life insurance and long-term care, as well as general investments and college planning.
Alex and his wife Katie reside in Greenville, South Carolina with their son, Noah. Both Alex and Katie stay active in the community and enjoy traveling, spending time outdoors, and playing with their border collie named Scout.