At Lovett Advisors, LLC Suzanne specializes in working on the retirement planning and portfolio management needs of our clients. She is dedicated to helping clients achieve financial success by educating and empowering them to make sound financial decisions that align with their financial goals.
Prior to joining Lovett Advisors in 2017 Suzanne worked as an associate for Marcus & Millichap and as a commercial real estate advisor for NAI Commercial Partners, Inc in Central Pennsylvania. Her focus was on single and multi-tenant industrial investment properties. She participated in a wide variety of investment real estate transactions where she focused on maximizing value for her clients throughout every phase of the real estate transaction life cycle.
Suzanne graduated Summa Cum Laude from Immaculata University with a Bachelor’s Degree of Science in Marketing and Finance. While in school Suzanne worked as an intern for Enterprise Financial Appraisal Company and as an office manager for Hazox Alternate Energy. She was inducted into Phi Theta Kappa & Sigma Beta Delta Honor Societies, was recognized by Who’s Who Among American Colleges & Universities and was part of the National Society of Collegiate Scholars. Suzanne is active volunteering in the local community and enjoys participating in 5k races and fundraising events for various local charities.
62 Rockford Road - Suite 12 Wilmington, DE 19806 302.250.4740
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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