Webb Tyndall

Wealth Advisor | Founding Member, Vandalia’s Carolinas Office

Role
Wealth Advisor Co Founder, Carolinas Office at Vandalia Wealth Management
Location
Greenville, NC, US
LinkedIn followers
500 followers

About Webb Tyndall

At Vandalia Wealth, advisory work is guided by a commitment to clarity, disciplined planning, and steady, relationship centered service. Families, business owners, and institutions receive guidance designed to simplify financial decisions and support long term confidence.Principles learned under Coach Dean Smith at UNC provide the foundation for this approach. Preparation, teamwork, and purposeful execution remain central to how planning and investment oversight are delivered.Clients are supported through comprehensive planning, retirement strategies, investment guidance, and coordinated advice across tax, estate, and risk considerations. The focus is on offering clear direction, reducing complexity, and providing dependable support through every stage of life.

Experience

  1. Wealth Advisor Co Founder, Carolinas Office

    Vandalia Wealth Management

    Jan 2025 — Present · Greenville, NC, US

    Serving families, business owners, and institutions across Eastern North Carolina with integrated financial planning and investment guidance designed to bring clarity and long-term direction to their financial lives. The advisory process emphasizes disciplined preparation, collaborative planning, and clear communication, helping clients make informed decisions and remain aligned with their goals and values.Guidance is delivered through a structured framework shaped by principles learned under Coach Dean Smith at UNC — teamwork, accountability, and purposeful execution. These values support a steady, relationship-driven experience centered on trust, understanding, and long-term partnership.Focus areas include:• Comprehensive financial planning tailored to each client’s objectives• Investment advisory and portfolio oversight• Retirement planning for individuals and business owners• Wealth preservation and long-term goal alignment• Coordinated planning across tax, estate, and risk considerations• Multi-generational support for families and beneficiariesWe are dedicated to providing clear direction, reducing complexity, and supporting clients with confidence through every stage of life.

Education

  • The University of North Carolina at Chapel Hill

    Bachelor of Science in Public Health, Health Policy and Administration

    1993 — 1997

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