About Paul

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.