The CNBC FA 100 celebrates the advisory firms that top the list in 2019 when it comes to offering a comprehensive service that helps clients navigate through their financial life.
2019 Financial Advisor 100

38. Leavell Investment Management

Leavell Investment Management 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.

Total AUM: 1.61B+

Years in Business: 34

Accounts Under Management: 1,528

Principals:

Eugene Grinstead, President & Chief Executive Officer

Janet Hayes, Vice President & Chief Operating Officer

Contact:

leavellinvestments.com

210 St. Joseph Street, Mobile, AL 36602

(251) 433-3709