ARTICLE
Ten years ago the launch of Lovett Advisors, LLC in Wilmington Delaware created a new type of wealth management firm- one that caters to the needs of clients and offers a full menu of wealth management services. Kim Lovett, CFP® recognized her clients’ needs for a more comprehensive level of service, so ten years ago she decided to start her own independent registered investment advisory firm (also known as a RIA.) With over 20 years of experience in the financial services industry, she determined that the RIA structure provided an opportunity to meet the ever changing investment needs of her clients. The RIA structure allows her the freedom to work with the money managers she trusts and respects. In addition, it enables her to provide her clients with the level of service they have grown to expect and deliver an investment solution that will ensure each and every decision will only be made to benefit her clients. The goal of Lovett Advisors is to be the trusted advisor to a select group of clients in the coordination of their financial affairs. This is accomplished through sound financial planning, objective advice, transparence, independence and exceptional customer service. This year, to celebrate their ten year anniversary, Lovett Advisors has several annual events planned for clients including a riverboat cruise and a Great Gatsby themed gala. In addition, Lovett Advisors is celebrating their ten years of success by giving back to the local community. “For the past ten years philanthropy has been central to our culture. I decided that the best way to celebrate my personal success and the success of Lovett Advisors was by giving back to the community in a way that will inspire young women to be all they can be and to live their dreams.”- Kim Lovett, founder of Lovett Advisors. Girls Incorporate of Delaware is a statewide nonprofit organization whose mission is “to inspire girls to be strong, smart and bold.” It is an affiliate of Girls Inc. which was founded in New England in 1864. Nationally Girls, Inc. serves more than 138,000 girls across the United States and Canada. Their research based programs provide girls with life-changing experience and real solutions to the unique issues they face. Lovett Advisors is proud to be involved with such an amazing organization and is excited to collaborate them to commemorate their ten years of success. Suzanne Heron, a financial advisor at Lovett advisors, is excited about the upcoming year. “We have several events planned for our clients and are looking forward to celebrating our success with both the local community and our clients, who have offered us their continued trust and patronage.” If you want more information on Lovett Advisors, LLC and on their upcoming events please visit their website at www.lovettadvisors.com or give them a call at (302) 250-4740.