Leavell Investment Management Inc

Closed
800 Shades Creek Pkwy Ste 585
Birmingham, AL 35223

Leavell Investment Management Inc, based in Birmingham, AL, is a highly regarded financial advisory firm that has been helping clients shape their legacies for over 40 years. As a fee-only independent investment advisory firm, Leavell is committed to acting in a fiduciary capacity, providing personalized investment advice and strategies without the influence of selling products or cross-selling services for additional revenue.

With a focus on longevity, Leavell is 100% employee-owned and aims to seamlessly transition ownership to future leaders, ensuring continuity and stability for their multi-generational clients. The firm prides itself on its generational diversity, leveraging the collective knowledge and expertise of its associates to deliver proactive and personalized attention to each client. Additionally, Leavell actively contributes to the communities it serves, dedicating time, resources, and board service to charitable organizations and not-for-profits.

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