David Means, former senior financial adviser and vice president of investments for Wells Fargo Advisors in Hendersonville, will join Means Wealth Management, a registered investment adviser in Greenville, SC, as the new senior vice president, according to a press release.
Means is the son of current Chairman Paul Means and grandson of Means founder David G. Means, and he comes to the company with over 15 years of industry experience.
“Knowing that my grandfather built this business from the ground up and seeing my father carry on his legacy with my own eyes has always made me proud to be a ‘Means’ and has undoubtedly shaped my career path” , Means said. “Joining my father and my brothers in our family business is a dream and an honor. I’m excited to bring my years of experience to an independent company, which uses sophisticated technology solutions while emphasizing a customer-centric approach. »
As Senior Vice President, Means will work directly alongside his brother, Alex Means, to lead the team in Greenville, South Carolina, representing the positive growth the company has seen in the region.
“His added value and perspective will be more than welcome as we continue to grow our reach, as well as our relationships, here in Upstate. We are thrilled to have Dave join our team,” said Alex Means.
“As a seasoned company owner and financial advisor, I am delighted to welcome my eldest son, Dave Means, to our organization,” said Chairman Paul Means, who this year celebrates his 50th anniversary with Means.
“It’s been a long time for Dave to join the team,” said Dave’s brother and president of Means Wealth, Zach Means. “Having grown up in and around our family business, he knows what sets our business apart and what drives us as advisors. His experience and knowledge will only contribute to the growth of our firm and, more importantly, to our clients. »
Means Wealth Management is a family business founded in 1935 and operates as a registered investment adviser. With services including wealth management, financial planning, corporate and nonprofit asset management, and socially responsible investing, Means Wealth Management is committed to upholding its longstanding values of patience, ‘integrity and warm, personalized service,’ the statement said.
Means has multiple locations in Maine and South Carolina.
For more information about Means Wealth Management, visit meanswealth.com.