David Means, former Senior Financial Advisor and Vice President of Investments for Wells Fargo Advisors in Hendersonville, will be joining Means Wealth Management, a registered investment advisor in Greenville, S.C., as its 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 joins the firm with over 15 years of experience in the industry.
“Knowing my grandfather built this business from the ground up and seeing firsthand my father continue his legacy has always made me proud to be a ‘Means’ and without question shaped my career path,” Means said. “Joining my father and brothers at our family firm is a dream and an honor. I am excited to bring my years of experience to an independent firm, which employs sophisticated technology solutions while also emphasizing a client-first approach.”
As Senior Vice President, Means will be directly working alongside his brother, Alex Means, to lead the team in Greenville, South Carolina, representing the positive growth the firm has seen in the region.
“His added value and perspective will be more than welcome as we continue to build our outreach, as well as our relationships, here in the Upstate. We are thrilled to have Dave join our team,” Alex Means said.
“As an owner of the firm and a veteran financial advisor, I am thrilled to welcome my eldest son, Dave Means, to our organization,” said Chairman Paul Means, who is celebrating his 50th anniversary at Means this year.
“It has long been our goal to have Dave join the team,” Dave’s brother and President of Means Wealth, Zach Means, said. “Growing up in and around our family business, he knows what sets our firm apart and what drives us as advisors. His experience and knowledge will only be accretive to the growth of our firm and, most importantly, to our clients.”
Means Wealth Management is a family-owned business founded in 1935 and operates as a Registered Investment Advisor. With services including wealth management, financial planning, corporate and nonprofit asset management and socially responsible investing, Means Wealth Management is committed to upholding their long-standing values of patience, integrity, and warm, personal service, according to the release.
Means has multiple locations in Maine and South Carolina.
For more information about Means Wealth Management, visit meanswealth.com.
This article originally appeared on Hendersonville Times-News: Local financial advisor joins family business in Greenville, S.C.