Leavell Investment Management, Inc.

08/25/2026

Congratulations to Helen Hinds, CFP®, on earning her CFP® certification!

This achievement reflects Helen’s commitment to providing thoughtful, knowledgeable guidance and continuing to grow in her service to clients. We’re proud to have her as part of the Leavell Investments team and excited to celebrate this important professional milestone.

Please join us in congratulating Helen!

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

08/18/2026

Leavell Investments was proud to serve as the Title Sponsor of the UMS-Wright Preparatory School Parent Party last Friday! It was a fantastic evening with an incredible turnout. We’re grateful to have been a part of such a fun and successful event and always enjoy supporting our local communities!

08/05/2026

Leavell’s Team-Based Approach

At Leavell Investments, our collaborative, team-based approach is what sets us apart. Every client is supported by a dedicated team of professionals who work together to provide personalized guidance, disciplined investment management, and exceptional service throughout every stage of your financial journey.

Every client is supported by:

• An Investment Counselor – Serves as your primary advisor, understands your goals, and develops a personalized financial plan and investment strategy.

• A Portfolio Manager – Conducts investment research, manages your portfolio, and monitors market conditions to help keep your plan on track.

• A Client Service Representative – Provides attentive, high-touch service, coordinates account needs, and ensures a seamless client experience.

This collaborative model allows us to build lasting relationships while helping clients navigate life’s financial decisions with confidence. Watch our latest video to learn how our team works together to serve you.

07/23/2026

Second Quarter 2026 Market Commentary | Staying Focused in a World of Constant Headlines
By Andrew Grinstead, CEO of Leavell Investment Management

How should investors respond to today’s nonstop news cycle? In this quarter’s commentary, Andrew Grinstead reviews Q2 market performance and explains why successful investing isn’t about reacting to every headline—it’s about staying anchored to a personalized financial plan.

Topics include:
• Q2 2026 market performance
• Interest rate expectations
• The SpaceX IPO and investor psychology
• Why investors interpret news differently
• How a financial plan helps you stay focused through changing markets

At Leavell, we believe disciplined investing begins with understanding your goals—not chasing headlines.

06/25/2026

Alternative investments can help strengthen a well-diversified portfolio by providing additional diversification beyond traditional stocks and bonds.

While they come with unique risks and aren’t right for every investor, alternatives may help reduce portfolio volatility when used thoughtfully as part of a long-term investment strategy.

Learn more: https://leavellinvestments.com/help-me-understand-alternatives/

Help Me Understand Alternatives What are alternative investments? Alternative investments (often called “alts“) are assets outside of a traditional portfolio of publicly traded stocks and bonds. Their returns are sometimes uncorrelated to the returns of the broader stock market, which can make t...

05/20/2026

The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor.

A current will is one of the most important and often overlooked parts of a financial plan. It helps protect loved ones, reduce conflict, provide clarity, and ensure assets are distributed according to your wishes. Financial success is not just about building wealth. It is about transferring it intentionally.

Learn more about why estate planning matters and how a properly executed will can help protect your legacy.

05/20/2026

Read our new article, "The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor."

A current will is one of the most important and often overlooked parts of a financial plan. It helps protect loved ones, reduce conflict, provide clarity, and ensure assets are distributed according to your wishes. Financial success is not just about building wealth. It is about transferring it intentionally.

Learn more about why estate planning matters and how a properly executed will can help protect your legacy.

The Importance of Having a Will: An Estate Planning Perspective from an Investment Advisor As an investment advisor who has spent over two decades helping clients build, protect, and transfer wealth, I have witnessed the value of having a properly executed last will and testament. Working to build

05/15/2026

Congratulations to John Wade Therrell on being featured in the “Faces of Finance” section of the May issue of — Baldwin County Spotlight. A well-deserved recognition of his leadership, dedication to clients, and impact across the Alabama financial community.

05/07/2026

As of today, markets continue to navigate volatility driven by geopolitical tensions, shifting global supply chains, and the rapid evolution of artificial intelligence. While the first quarter brought increased uncertainty across several sectors, long-term market performance remains resilient — reinforcing the importance of maintaining a disciplined, long-term investment approach.

At Leavell Investments, we continue to closely monitor evolving market conditions while helping clients stay focused on their individual goals, risk tolerance, and long-term financial plans.

Read our 1st Quarter Commentary. 🔗 in Bio.

05/07/2026

As of today, markets continue to navigate volatility driven by geopolitical tensions, shifting global supply chains, and the rapid evolution of artificial intelligence. While the first quarter brought increased uncertainty across several sectors, long-term market performance remains resilient — reinforcing the importance of maintaining a disciplined, long-term investment approach.

At Leavell Investments, we continue to closely monitor evolving market conditions while helping clients stay focused on their individual goals, risk tolerance, and long-term financial plans.

Read our 1st Quarter Commentary here.https://leavellinvestments.com/wp-content/uploads/2026/05/2026-03-31-Q1-Commentary.pdf