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Bookmark or Share- John Wade Therrell III, CFP - Leavell InvestmentsJohn Wade has been with the firm since 2015 after a successful 10-year career in the banking industry. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2018 and he became an approved advisor for the NFL Players Association in 2024.
- LEAVELL INVESTMENT MANAGEMENT, INC.Leavell offers investment advisory services for a percentage of assets under management, a minimum management fee, or an annual set maintenance fee. Fees are negotiated on a case-by-case basis and vary
- Mary Shannon Hope - Leavell InvestmentsMary Shannon, who joined the firm in 1988, specializes in fixed income securities and manages both the trading desk and operations. She earned a B.S. in finance from the University of Alabama and an MBA from the University of South Alabama.
- Daniel B. Hubbard - Leavell InvestmentsDaniel B. Hubbard, CPA, CFP. ®. Daniel joined the Leavell team in 2019. He previously worked at RSM US LLP as an assurance supervisor, providing assurance services to a variety of large privately-held clients in both the Real Estate and Manufacturing industries.
- Janet R. Hayes - Leavell InvestmentsJanet joined the firm in 2004 and has been engaged in the investment management business since 1989. As an Investment Counselor, Janet works closely with high net worth individuals to analyze needs, set objectives, develop investment strategies, and manage their relationship with Leavell.
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