Financial Advisor & ParaplannerChad Kelley

Chad joined the Means Team in 2024. In his role of Financial Advisor and Paraplanner, Chad works closely with clients and their advisors to create and update comprehensive financial plans that address clients’ unique goals and circumstances.

Prior to joining Means Wealth, Chad 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 where he handled operations, sales, marketing, and event management.

Chad graduated from the University of Massachusetts, Amherst, in 2013 with a bachelor’s degree in sports management. He also earned his master’s in business administration, with a concentration in finance, from the University of Maine in 2024.

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.