My personal mission is to assist clients in all aspects of accumulating, preserving, enjoying, and distributing wealth.
For over 36 years I have been a financial advisor. I have worked with individuals, families, and company retirement plans to provide what I believe is exceptional investment management and holistic financial planning services.
As an Investment Advisor, I am a fiduciary to my clients and dedicated to put our clients’ interests first. From investment management, retirement planning, financial planning, estate planning guidance, and tax planning guidance – our goal is to help you on your path to financial success.
Paul W. Abele
CFS, FPA
My name is Paul W Abele, I was born and raised here in Birmingham, Alabama. My lovely wife is Bartley Statham Abele and my two boys are Paul and Charles.
I have been a financial advisor for over 37 years working with individuals, families, and company retirement plans to provide exceptional investment management and holistic financial planning services. I am dedicated to my clients providing experience and service. I hold a designation as a CERTIFIED FUNDS SPECIALISTSTM (CFS®), and Financial Planner Advisor (FPA).
I hold a Bachelor of Science Degree in Finance from The University of Alabama and interned at Merrill Lynch while attending the University. As an Investment Advisor, I have a Fiduciary duty of care and dedicated to put my clients’ interests first. From investment management, retirement planning, financial planning, estate planning, and tax planning guidance – my goal is for your financial peace of mind. Estate Planning Guidance While accumulating and a goal toward conserving wealth throughout your life, you want to know how those assets will be distributed after your passing. This distribution requires thoughtful planning and a current Estate Attorney. Estate planning may need to go beyond simply having a Will or Durable Power of Attorney. You may want to consider a trust to accomplish specific goals such as maintaining privacy, charitable giving, or college funding. We will work with you and your estate planning attorney so your estate plan is setup as you wish. We will talk about trusts, charitable giving, or other ideas you have for your estate.
Strategic Alliances

MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.

JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan’s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor’s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.

MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.


