John Wade Therrell, III CFP^®

Leavell Investment Managament

210 Saint Joseph St
Mobile, AL 36602-3917

FINANCIAL ADVISOR'S WEBSITE

http://www.leavellinvestments.com/our-people/

(251) 434-2521

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Leavell Website

Leavell's People

General

John Therrell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Leavell Investment Managament in Mobile, AL and the surrounding communities.

Financial Advisor Overview

Founded in 1979, Mobile-based Leavell Investment Management, Inc. is an independent, employee-owned investment advisory firm dedicated to serving its clients by creating customized portfolios tailored to each client’s unique circumstances. Our primary goal is to provide trusted investment solutions to our clients. We pursue our clients' goals by providing personalized service with a commitment to integrity. We stand out because we deliver investment strategies customized to meet each of our clients' preferences and circumstances.

Financial Advisor Experience

John Wade joined the firm in 2015 after a successful 10-year career in the banking industry. Most recently, he was with IBERIABANK focusing on building his market’s commercial banking portfolio. John Wade holds a B.A. degree from Rhodes College in Memphis, where he also played football. He holds a graduate degree in banking from the Southwestern Graduate School of Banking (SWGSB) at SMU in Dallas. Educational honors include receiving the SWGSB 2015 President’s award. In 2018, John Wade earned his CERTIFIED FINANCIAL PLANNER™ designation. He was also a 2011 member of Mobile’s Forty Under Forty Class and currently serves on the board of the South Alabama YMCA and the Alabama Free Clinic. John Wade’s legacy non-profit involvement includes the Fuse Project and the National Multiple Sclerosis Society, where he served as the chairman of the leadership class. John Wade enjoys spending time with his family as well as hunting and fishing

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances