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 20 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.