Leavell Investment Management, Inc.

10/13/2026

We’re growing in Mobile.

Leavell Investments is pleased to announce the opening of our new Spring Hill office at One Maison: 3800 Airport Blvd, Suite 102, Mobile, AL 36608.

Our Spring Hill office joins our downtown Mobile location, giving our clients two convenient locations in Mobile while continuing the personal, team-based approach that has defined Leavell since 1979.

We look forward to welcoming you!

Mobile (Downtown + Spring Hill) | Birmingham | Fairhope

10/07/2026

We’re honored to be featured in Mobile Bay Magazine “Faces of Finance.”

For more than 45 years, Leavell Investments has been proud to serve individuals, families, and institutions with trusted, relationship-driven financial guidance. We’re grateful for the clients and community who continue to place their confidence in our team.

Thank you to Mobile Bay Magazine for including Leavell Investments in this year’s Faces of Finance feature.

09/30/2026

Congratulations to April on passing the Series 65 exam!
This is a meaningful accomplishment that reflects her hard work, preparation, and commitment.

Please join us in congratulating April on this achievement. Well done, April!

09/21/2026

Is now a good time to invest?

While entry points matter, long-term investing is often less about finding the “perfect” time and more about staying invested.

In our latest insight, John Wade Therrell III, CFP®, shares why patience, discipline, and time in the market can matter more than precision.

Read the full article, “Time in the Market: When Patience Becomes More Important Than Precision.”

Time in the Market: When Patience Becomes More Important Than Precision Investors spend a lot of time thinking about when to invest. Is the market too expensive? Is a recession coming? Should we wait until after the election, the next Fed meeting, or the next correction? Those are fair questions.

09/21/2026

Is now a good time to invest?

While entry points matter, long-term investing is often less about finding the “perfect” time and more about staying invested.

In our latest insight, John Wade Therrell III, CFP®, shares why patience, discipline, and time in the market can matter more than precision.

Read more at the link in bio.

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...