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 for working closely with people and building relationships, Alex joined his family firm in Maine’s financial services industry, 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 upstate, joining a local firm that operated as an Endorsed Local Provider (ELP) for Dave Ramsey. There, he learned the importance of community outreach by providing education, guidance ‘with the heart of a teacher,’ and treating individuals as relationships, not numbers.
In January 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, 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 sons, Noah and Miles. Both Alex and Katie stay active in the community. They enjoy traveling, spending time outdoors, and playing with their border collie, Scout.