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 them, and get to personally know you and your family. Only then do we turn our attention to creating your custom financial plan, and implementing investment strategies tailored to your specific needs and objectives.
At Lovell Wealth Management of Raymond James, here in New Orleans, our business was built to serve you. 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
Families & Individuals
We help you balance your needs for today with your goals for tomorrow.
We address the challenges on your journey toward financial independence.
News & resources
We’re here to help enhance and simplify your financial life.
Andy Lovell, CPWA®; Senior Vice President, Investments