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.

Business Owners

Business Owners

06/08/2018
Unique solutions for business owners and entrepreneurs.
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Endowments & Foundations

Endowments & Foundations

06/08/2018
We offer strategic solutions to support your good work and important mission.
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Families & Individuals

Families & Individuals

06/08/2018
We help you balance your needs for today with your goals for tomorrow.
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Pre-Retirees

Pre-Retirees

06/08/2018
Helping you and your family prepare for the coming years in retirement.
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Retirees

Retirees

06/08/2018
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

06/08/2018
We address the challenges on your journey toward financial independence.
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News & resources

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

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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