What departments does Means Wealth Management have?

Means Wealth Management has employees across 4 departments including Operations, Administrative, Finance, Analytics.

What is the largest department at Means Wealth Management?

The largest department at Means Wealth Management is Finance with 8 employees.

Where are Means Wealth Management employees located globally?

Means Wealth Management has employees across 2 continents and 2 countries including Nigeria, United States Of America.

How has Means Wealth Management's team size changed over time?

Means Wealth Management's team has decreased from approximately 13 to 11 employees based on available data.

Means Wealth Management Employee Directory

Financial ServicesMaine, United States11-50 Employees

Means Wealth Management is a financial services firm registered as an investment adviser with a fiduciary duty to act in its clients' best interests. For individual investors, the firm blends financial planning with full-service investment portfolio management, aligning investment decisions with an overall financial plan. It also works with businesses, non-profits, and endowments to establish and monitor an Investment Policy that reflects the organization's goals and ensures assets are managed accordingly.

Founded in 1935 and based in Bangor, Maine, the firm serves clients nationwide from offices in Maine and South Carolina, and operates as a small to mid-sized practice. In 2022, Means Wealth Management announced the addition of a Senior Vice President and Financial Advisor, signaling leadership expansion.

Means Wealth Management Global Highlights

North America
30

United States Of America
30

Africa
1

Nigeria
1

Means Wealth Management's Leadership

E. B.
Chief Executive Officer
Mobile Phone
Email
J. S.
Chief Planning Officer
Mobile Phone
Email
D. H.
Chief Compliance Officer & Director Of Finance And Administration
Mobile Phone
Email
Z. M.
President
Mobile Phone
Email
P. B. M.
President
Mobile Phone
Email
B. B.
Owner
Mobile Phone
Email
A. M.
Vice President
Mobile Phone
Email
J. D.
Senior Vice President
Mobile Phone
Email

Means Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Means Wealth Management

Name

Title

Contact Info

Location

Last Update

S. D.
Relationship Manager
Mobile Phone
Email
United StatesMaine
Apr 13, 2026
K. S.
Senior Relationship Manager
Mobile Phone
Email
United StatesMaine
May 28, 2026
D. C.
Financial Advisor / Registered Options Principal
Mobile Phone
Email
United StatesMaine
Jun 30, 2026
L. M.
Financial & Operations Principal
Mobile Phone
Email
United StatesMaine
Jun 29, 2026
D. M.
Senior Financial Advisor
Mobile Phone
Email
Jun 08, 2026
T. H.
Financial Advisor
Mobile Phone
Email
United StatesMaine
Jun 27, 2026
B. L.
Financial Advisor Associate
Mobile Phone
Email
United StatesMaine
Jun 28, 2026
C. K.
Financial Advisor & Planner
Mobile Phone
Email
United StatesMaine
May 12, 2026
S. Y.
Client Data Analyst
Mobile Phone
Email
United States
Jan 07, 2026
E. B.
Financial Advisor
Mobile Phone
Email
United StatesSouth Carolina
Jun 26, 2026

Frequently Asked Questions

What is Means Wealth Management known for?

Means Wealth Management was founded in 1935 operates in the Financial Services industry. The company's main headquarters is located in 802 Stillwater Avenue Bangor, Maine 04401 United States; you can contact the main corporate office by phone at

+1-800-696-****

. Explore Means Wealth Management's company overview page for more information.

What is Means Wealth Management's most common email format?

Means Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Means Wealth Management email formats with LeadIQ.

How many employees does Means Wealth Management have currently?

Means Wealth Management has approximately 23 employees as of June 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Means Wealth Management's key employees and leadership?

As of June 2026, Means Wealth Management's key employees include:

Chief Executive Officer: E. B.
Chief Planning Officer: J. S.
Chief Compliance Officer & Director Of Finance And Administration: D. H.
President: Z. M.
President: P. B. M.

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Means Wealth Management Employee Directory

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