Financial Advisor AssociateChad Kelley
Chad joined the Means Team in 2024 as a Financial Advisor Associate. Prior to joining Means Wealth, he worked in the financial services industry for over 5 years at a local financial institution, with two of those years spent specifically in wealth management. Chad also worked for 4 years in the event industry working at Cross Insurance Center, where he handled operations, sales, marketing, and event management.
In his role at Means Wealth, Chad works directly with clients and their advisors to understand and develop strategies to address clients’ specific needs and goals.
Chad graduated from the University of Massachusetts, Amherst, in 2013 with a bachelor’s degree in sports management. He expects to graduate from the University of Maine in spring 2024 with his master’s in business administration, with a concentration in finance.
Chad was born and raised in Bangor, Maine, and now resides in Hampden with his wife and two daughters. In his spare time, he enjoys golfing.