John Therrell is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Leavell Investment Management, Inc. since 2015. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and selected family-office services to a diverse client base including individuals, families, businesses, trusts, estates, and retirement plans. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding across various asset classes, and is also the adviser to two registered no-load mutual funds.

April Holloway is a financial advisor at Leavell Investment Management, Inc. with a Series 65 designation and two years of industry experience. She previously worked at PNC Bank for two years and has been with Leavell since 2024. Leavell Investment Management provides discretionary investment management and related services to individual and institutional clients, including families, trusts, pension plans, and endowments. The firm’s investment approach focuses on fundamental analysis and tailored asset allocation, managing diversified portfolios that include equities, fixed income, mutual funds, ETFs, and select alternatives.

Tamara Morton is a financial advisor at Leavell Investment Management, Inc. in Fairhope, Alabama, holding a Series 65 designation with 18 years of industry experience. She has been with Leavell Investment Management since 1999. Leavell Investment Management manages approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base that includes individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding across multiple asset classes.