SC
Shelly Cordell
Client Service Specialist at Leavell Investments
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Work Experience
Client Service Specialist
May 2016 - Present · 8 years and 7 months
Client Support Specialist
Dec 2013 - Sep 2015 · 1 years and 9 months
Regional Administrative Assistant
Jan 2009 - Dec 2013 · 4 years and 11 months
Company Details
11-50 Employees
We are an independent investment advisor that has provided trusted investment solutions since 1979. Our clients include individuals, businesses, trusts, endowments, and various retirement plans. Our investment management approach is grounded in the principles of diversification and the benefits of compounding. We provide customized advice to each of our clients' unique life and business circumstances. Please see our website for more details.
Year Founded
1979
Social Media
Linkedin
Industry
Investment Management
HQ Location
210 St. Joseph Street Mobile, Alabama 36602, US
Keywords
Investment ManagementEstate Planning401(k) ManagersRetirement PlanningFoundationsFamily OfficePortfolio Constructio
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Contact Details
  • Email AddressS**@leavellinvestments.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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