We believe legacies are built, not just with well-invested money, but by the actions taken in our everyday lives. We foster a relationship of trust so we can understand the legacy our clients hope to leave behind, and help them live their legacy today.
Our collaborative approach separates Leavell from other investment advisory firms. We assign three specific team members to each client account: an Investment Counselor, a Portfolio Manager, and a Client Services Representative. These team members work in concert to listen to clients and execute their objectives. Our teams are passionate about working with clients who live with purpose.