Dr. Robert Lovett

Managing Director

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Phone: 239 593 5525
Fax: 239 593 9731
E-mail:

 

Examinations and Professional Designations

  • FINRA:  Series 63 (Uniform Securities Agent State Law Exam)
  • NASAA: Series 65 (Investment Adviser Law Exam)
  • Florida Life, Variable Annuity and Health License

Education

  • Nova Southeastern University.  D.B.A. (Accounting) 2002
  • Seton Hall University  M.S.  (Taxation)  1986
  • Northeastern University  B.S. (Business Administration) 1971
  • College for Financial Planning, 1989

Business

  • Naples Asset Management Company, LLC, Estero, FL  Managing Director:  2011 – Present
  • Piedmont Investment Advisors, LLC, Bonita Springs, FL  Director:  2006 – 2011
  • Global Wealth Advisors, Inc., Naples, FL  Managing Director, 2005 – 2006
  • Astwell Consulting, Coral Springs, FL and Naples, FL  Managing Partner: 1999 – 2005
  • R. D. Lovett, CFP®: Coral Springs, FL  Owner: 1991 - 1999
  • Paine Webber, Rumson, NJ and Fort Lauderdale, FL  Investment Executive:  1989 – 1991
  • R. D. Lovett: NJ  Owner:  1971 - 1989

Educational

  • Edison State College, Fort Myers, FL  Adjunct Professor:  2011 – Present
  • Florida Gulf Coast University, Estero, FL  Program Director and Lead Instructor:  2001 – 2010
  • Barry University, Miami, FL  Program Director and Lead Instructor:  2003 – 2007
  • Florida State University, Tallassee, FL  Regional Program Director:  2000 - 2001
  • Nova Southeastern University, Fort Lauderdale, FL  Director:  1996 – 2000
  • Adjunct Professor:  1991 – 1996  Rollins College, Winter Park, FL
  • Adjunct Faculty and Academic Coordinator:  1995 – 1996  
  • College for Financial Planning (Florida Atlantic University), Boca Raton, FL  Adjunct Faculty: 1991 – 1996
  • Florida Metropolitan University, Fort Lauderdale, FL  Adjunct Faculty:  1990 – 1993
  • Monmouth University, Long Branch, NJ  Adjunct Faculty:  1984 - 1990