Merrill Lynch

Many financial advisors spend much of their time chasing new clients or simply being a salesperson. Our philosophy is to devote our time and energy to implementing and monitoring our proprietary forward-looking forecasting system in the pursuit of protecting, providing stable income, or increasing our client’s account balances, whichever they may rely on us throughout their life.

Leavell Investment Management, located in downtown Fairhope, Alabama, at 561 Fairhope Avenue, Suite 204, is a fee-only, independent investment advisory firm dedicated to helping clients live their legacies. With over 40 years of experience, Leavell offers personalized financial solutions to individuals, families, businesses, and nonprofits. As a fiduciary, the firm prioritizes clients' best interests, providing customized portfolios that include a diverse range of investments such as small, mid, and large-cap stocks, international markets, and taxable and tax-free bonds. Leavell's commitment has earned it recognition as one of CNBC's Top 100 Financial Advisory Firms in the nation and the #1 advisory firm headquartered in Alabama.

Edward Jones provides investment services tailored to your individual needs, including retirement planning, education savings, and tax-efficient strategies. We're committed to helping you secure your financial future.Learn about how we protect your data: https://www.edwardjones.com/us-en/privacy