Lovell Wealth Management

What matters most to you is what matters most to us

Your goals and values are important to you. It’s why we devote our time to help you define and prioritize your financial and personal objectives. Getting to know you and your family is an essential step in creating your custom financial plan and implementing investment strategies tailored to your specific needs and aspirations.

At Lovell Mann Wealth Management of Raymond James, your financial well-being is at the center of everything we do. Our mission is to help you pursue your meaningful goals through a truly holistic approach so that you may enjoy all the benefits of your wealth, from generation to generation.

Many Ways We Can Help

Guide You

We serve as your trusted financial partner for life, handling all matters related to managing and preserving your wealth, and building a legacy for your loved ones.

Inform You

We use our decades of experience to offer our objective advice and education to help you and your family understand all financial complexities.

News & resources

We’re here to help enhance and simplify your financial life.
Andy Lovell, CPWA®; Senior Vice President, Investments