Mobile, AL Saint Joseph Street Office

Christopher Nix is a financial advisor with Leavell Investment Management, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Leavell since 2016 and is also associated with Mensura Capital, LLC and Mensura Securities, LLC. Outside of advisory work, Nix operates a video production business and is involved in videography through a separate entity. Leavell Investment Management serves individual and institutional clients with discretionary investment management, financial planning, and family-office services. The firm emphasizes fundamental analysis, tailored asset allocation, and active management, including oversight of the Government Street mutual funds, and offers a range of custody and administrative services.

Kee Goostree is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with 14 years of industry experience. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a range of clients including individuals, families, businesses, and institutional investors. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, and is notable for managing the Government Street Equity and Opportunities Funds as well as providing bookkeeping and bill-pay services.

Daniel Hubbard is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 65 credential with six years of industry experience. He has worked at Leavell Investment Management since 2019 and previously at RSMUS LLP from 2015 to 2019. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm employs a fundamental investment approach focused on broad diversification, risk control, and long-term compounding, with client accounts managed by teams on a discretionary basis.

Thomas Leavell is a financial advisor at Leavell Investment Management, Inc. with 41 years of industry experience. He holds the Series 63 designation and has been associated with T. Leavell & Associates, Inc. since 1979. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional investors. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds known as the Government Street Funds.

Eugene Grinstead is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with Leavell Investment Management since 2010. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, and various retirement and institutional plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client portfolios through teams with regular reviews and rebalancing.

William Nicrosi II is a CFP® with 26 years of industry experience, currently serving as an advisor at Leavell Investment Management, Inc. since 2010. Prior to that, he worked at Arlington Partners LLC for 10 years. He also serves as the treasurer of his wife’s dental practice, a non-investment-related role he performs outside of normal business hours. Leavell Investment Management provides discretionary investment management and related services to a variety of individual and institutional clients. The firm employs fundamental analysis and tailored asset allocation strategies, managing equities, fixed income, mutual funds/ETFs, and select alternatives with an emphasis on diversification, risk control, and suitability.

John Williams is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds a Series 63 designation and has 25 years of industry experience. Williams has been with T. Leavell & Associates, Inc. since 2007. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, trusts, and retirement plans. The firm emphasizes a fundamental investment approach focused on diversification, risk control, and long-term compounding, managing client accounts through team oversight and regular reviews.

Robert Hope is a financial advisor with Leavell Investment Management, Inc. in Mobile, Alabama. He holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Leavell in 2023, he worked at Barclays Capital Inc. and had roles at the Central Intelligence Agency and Tellurian, Inc. He also spent time affiliated with Harvard University. Leavell Investment Management manages approximately $3.0 billion in discretionary assets and serves individuals, families, businesses, trusts, estates, pension and profit-sharing plans, 401(k) plans, endowments, and foundations. The firm employs a fundamentally based, diversified investment approach with an emphasis on risk control and long-term compounding, and it offers discretionary portfolio management alongside financial planning and selected family-office services.

Charles Hanes is a CFP® professional with seven years of experience in financial advisory. He has worked at Leavell Investment Management, Inc. since 2019 and previously was involved with Outback Ministries, Inc. from 2014 to 2019. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets and offers portfolio management, financial planning, and family-office services to a broad client base including individuals, families, businesses, and institutional entities. The firm emphasizes fundamental investment strategies focused on diversification, risk control, and long-term compounding, and distinguishes itself by managing registered mutual funds and providing additional services such as bookkeeping and bill-pay arrangements.

Richard Stimpson is a financial advisor at Leavell Investment Management, Inc. in Mobile, Alabama, holding a Series 63 designation and bringing 19 years of industry experience. He has been with Leavell Investment Management since 2006. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, providing portfolio management, financial planning, and family-office services to a diverse client base including individuals, families, businesses, and institutional plans. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding through various asset classes, and it manages two registered no-load mutual funds while also offering selected retirement plan consulting.

Edward Norfleet is a CFA® charterholder with four years of industry experience. He has worked at Leavell Investment Management, Inc. since 2022 and previously spent eight years at the Virginia Retirement System. Leavell Investment Management oversees approximately $3.0 billion in discretionary assets, offering portfolio management, financial planning, and selected family-office services to a range of clients including individuals, families, businesses, and institutional accounts. The firm employs a fundamental investment approach focused on diversification, risk control, and long-term compounding, and manages two registered no-load mutual funds.