Kim is dedicated to providing exceptional customer service and coordinating the financial affairs of a select group of clients. Those clients primarily include retirees and their families, business owners and women interested in investing. Kim develops a customized investment plan that creates an outline that envisions and prioritizes her clients’ long-term success. She has spent 25+ years in the financial services industry, having served at Merrill Lynch and Wachovia Securities prior to becoming Principal of Lovett Advisors, LLC. Her areas of focus are wealth transfer and retirement planning.
Kim earned a bachelor’s degree from York College. She holds series 7, 9, 10, 63, 65, & life and health insurance licenses. She received the Certified Financial Planner™ designation in 2002. Kim and her husband, Bill, reside in Middletown, Delaware. They have two sons. Kim enjoys reading, skiing, horticulture, and music.
630 Churchmans Road, Suite 109 Newark, DE 19702 302.250.4740
Copyright 2019 Lovett Advisors, LLC
Lovett Advisors, LLC ("Lovett") is a registered investment advisor ("RIA") with the U.S. Securities and Exchange Commission and is located in the State of Delaware. Lovett provides investment advisory and related services for clients nationally. Lovett will maintain all applicable registration and licenses as required by the various states in which Lovett conducts business, as applicable. Lovett renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Securities offered through MerCap Securities, LLC, Member FINRA/SIPC and wholly owned subsidiary of MerCap Enterprises, Inc. MerCap Securities, LLC is not affiliated with Lovett Advisors, LLC