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Paul Joseph Vahle

Advisor at Truist Advisory Services — Moody, AL

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Moody, AL 35004

Truist Advisory Services logo

Truist Advisory Services

Enterprise

Total advisors

1,987

Across 654 offices

Clients per advisor

63 Typical

Avg AUM per client

$560,278 Typical

HNW client ratio

26% High

About

Paul Vahle is a financial advisor with Truist Advisory Services who holds Series 63 and Series 65 designations and has 31 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021 and previously at Bb&T Securities and BBTIS from 2011 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Client services

Based on Truist Advisory Services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals
Wrap fee product and financial profiling services using desktop software

Occupation focus

Based on Truist Advisory Services

Founder/Business Owner Executive

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Fee options

Percentage

$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%

Other

Account minimum: $100,000 Minimum fee: Plan Sponsor Services base fee of $2,500 annually for new plans Fee-only: Negotiable fixed or asset-based fees available for Consulting Services

Location

See office

Moody, AL

2821 Moody Parkway, Fl 1

Moody AL 35004

Advisors at this office

1

Most active in

Alabama · Massachusetts

Work history

32 years of industry experience

Truist Advisory Services

2021 - Present • 5 years

Atlanta, GA

Truist Investment Services, Inc.

2021 - Present • 5 years

Birmingham, AL

Bb&T Securities, Llc

2018 - 2021 • 3 years

Vestavia, AL

Bbtis

2011 - 2018 • 7 years

Moody, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wil D

CFA®, Series 65

Birmingham, AL

Krowten Equities

Wil Dedmon is a CFA® charterholder and holds a Series 65 license with six years of industry experience. He is the sole advisor at Krowten Equities, where he has worked since 2022. His prior experience includes roles at Regions Bank, Capital Advisors, Inc., Doucet Asset Management LLC, and DMC Group, LLC. Krowten Equities provides investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm uses a fundamental, largely long-term investment approach that incorporates individual stocks, mutual funds, ETFs, and may employ derivatives and structured products within managed accounts.

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management
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Donald P

Series 66

Birmingham, AL

Diversified Global Investment Strategies, LLC

Donald Pierini Jr. is an advisor at Diversified Global Investment Strategies, LLC in Birmingham, AL, with 27 years of industry experience. He holds a Series 66 designation and has worked at Diversified Global Investment Strategies and Raymond James Financial Services since 2016. Pierini also serves as CEO and proprietor of his firm, providing financial services and qualified retirement plan management. Diversified Global Investment Strategies, LLC serves individuals, business owners, retirement plans, trusts, and nonprofit organizations with portfolio management, financial and estate planning, and retirement-plan consulting. The firm employs a consultative, team-based approach and utilizes strategic asset allocation models, combining tax-efficient ETFs and mutual funds across accounts, while offering clients access to brokerage, insurance, and separately managed accounts through Raymond James.

Retirement income strategy Wealth management Options & derivatives strategies Business ownership considerations Charitable giving & philanthropy Founder/Business Owner Retired Self-Employed
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Jeffrey W

Series 65

Leeds, AL

Fish Creek Value Management, LLC

Jeffrey Wright is a financial advisor at Fish Creek Value Management, LLC in Leeds, Alabama, with seven years of industry experience. He holds a Series 65 designation and has worked at Fish Creek since 2017, following a 13-year tenure at Regions Financial Corporation. Outside of his advisory role, he is involved in a family-owned small business that buys and sells raw land, where he reviews and approves land transactions. Fish Creek Value Management provides discretionary and non-discretionary investment management and consultative services to individuals, trusts, estates, small corporations, and nonprofit organizations. The firm employs a long-term, value-oriented strategy that integrates fundamental analysis, technical methods, and selective use of derivatives, offering performance-based fee arrangements and serving a diverse client base including small corporate and nonprofit entities.

Active portfolio management Options & derivatives strategies Concentrated stock management Wealth management
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Kendall M

CFP®, Series 63, Series 65

Birmingham, AL

MFP, LLC

Kendall Maddox is a CFP® with 23 years of industry experience, operating through MFP, LLC, an independent advisory firm based in Birmingham, AL. He has been managing his own practice since 2006 and is also a licensed attorney in Alabama, focusing on estate planning and administration. MFP, LLC provides personalized investment advice and discretionary asset management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using primarily passively managed funds and combines legal and investment services under one practice, a distinctive feature among independent advisors.

Passive / index investing Attorney
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William G

Series 65

Birmingham, AL

Stockbridge Wealth Partners

William Gay is a financial advisor at Stockbridge Wealth Partners in Birmingham, AL, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Atticus Asset Management, Independent Insurance Agent, and Wealth Designs. In addition to advisory services, he is an independent insurance broker, transacting life, disability, and long-term care insurance for businesses and individuals. Stockbridge Wealth Partners offers discretionary portfolio management and investment advisory services to individual investors, pension plans, corporations, and charitable organizations. The firm employs a primarily passive investment approach using low-cost index funds and ETFs, with regular account reviews and due diligence on sub-advisers, while also providing financial planning that incorporates various analysis methods.

Passive / index investing Life insurance needs analysis Disability insurance Long-term care insurance Annuities
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Mark M

Series 66

Birmingham, AL

First Fidelity Group LLC

Mark Miehle is the principal of First Fidelity Group LLC in Birmingham, AL, with 15 years of industry experience. He holds a Series 66 designation and has led First Fidelity Group since 2008. Outside of his advisory role, Miehle is also the owner of Ophthalmic Concepts, a manufacturer’s representative for eyecare products. First Fidelity Group serves individual clients, including high-net-worth individuals, providing discretionary portfolio management, retirement planning, supplemental employee benefits, and risk-management advice. The firm integrates market-condition assessments with various analysis techniques to manage portfolios using equities, ETFs, mutual funds, and dividend-paying securities tailored to client risk profiles.

General retirement planning Annuities
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