Leavell Investments

Our Scout Guide Mobile Bay Vol. 8 spread! It's an honor to be featured among so many talented community members. Please stop by our Mobile or Fairhope office for a copy! John Wade Therrell, CFP?, Janet Hayes, Richard Stimpson, Robin Hanes, CFP?, Leigh Morton, Andrew Grinstead, Dalton Nix, CIMA?, Holly Alves, Edward Norfleet, CFA

We've been Scouted! The Scout Guide Mobile Bay Vol. 8 is out! Holly Alves, John Wade Therrell, CFP?, Andrew Grinstead, Edward Norfleet, CFA

Congratulations to our Retirees! ? Nena Smith, Mike Hofto, and Mary Shannon Hope each created a legacy here at Leavell.?Through their many years of service to their co-workers and clients they have demonstrated the exhortation of Hebrews 12: let us run with perseverance the race marked out for us. ? Godspeed to each of them on the next part of their journey.

Welcome, Helen, to our Birmingham office! Helen joined the Leavell team in 2024 after seven years in Memphis, Tennessee, where she worked for LoneTree Wealth Management and Southeastern Asset Management. Originally from Mobile, Alabama, Helen earned her bachelor of science in commerce and business administration from The University of Alabama. Outside of work, Helen enjoys art, playing tennis, and taking her dog to the park.

Congratulations to our very own, Janet Hayes, for being selected as one of the Eastern Shore's Women of Excellence in the October "Social Eastern Shore" magazine issue! https://lnkd.in/eUtuj2zu

Welcome, Leslie, to our Birminhgam office! Leslie joined the firm in 2024.?She has worked in the financial industry 30-plus years, with the last ten being in an Operations role.?Leslie received her bachelor of science degree in business administration from the University of Montevallo.?She enjoys cooking, watching her kids in their extracurricular activities, sports, and spending time with family and friends.

We’re excited to announce our New Office Location in Fairhope, AL! Visit us at 561 Fairhope Avenue, Suite 204 in downtown Fairhope. #mobile #birmingham #fairhope #leavellinvestments John Wade Therrell, CFP?

Welcome, Jason Klauk, to our Birmingham office! Jason joined the Leavell team in September 2024. Jason’s previous work experience includes hedge funds and investment banking roles with Evercore ISI and FBR Capital Markets. He previously worked for GMT Capital, a $3 billion Atlanta-based long/short hedge fund where he was responsible for generating new equity investments for the fund. Most recently, he was a portfolio manager of publicly traded insurance companies for Millennium Management, a New York-based multi-strategy hedge fund. Jason holds a bachelor’s and master’s degree in finance from the University of Florida. He and his wife, Kristen, have 2 young children. Jason is an avid outdoorsman and enjoys golfing and spending time with his family.?

Congratulations to Robert Hope and Emma, and Reeves Duggan, CAIA? and Laney!