Founded in 1979, Mobile-based Leavell Investment Management, Inc. is an independent, employee-owned investment advisory firm dedicated to serving its clients by creating customized portfolios tailored to each client’s unique circumstances. The firm serves individuals and families; businesses; pension and profit-sharing plans; 401(K) plans; endowments and foundations.
OUR
CLIENTS
• Individuals
• Businesses
• Personal Trusts
• Endowments
• Foundations
• Retirement Plans
• Pension and Profit Sharing Plans
Our primary goal is to provide trusted investment solutions to our clients.
We pursue our clients' goals by providing personalized service with a commitment to integrity.
We stand out because we deliver investment strategies customized to meet each of our clients' preferences and circumstances.
MOBILE OFFICE
210 St. Joseph Street, Mobile, AL 36602
(251) 433-3709
(251) 433-3723
BIRMINGHAM OFFICE
2712 18th Place South, Birmingham, AL 35209
(205) 879-1654
(205) 871-8708