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Personal Consultant Services
Personal Consultant Services … provides fee-based tax and financial consulting services and an investment advisory platform to clients of CPAs and CFPs. The client maintains all relationships with current financial advisors and gains a personal consultant to develop, review and confirm strategies so that the client’s objectives are recognized.
Personal Consultant Services is based on a philosophy of understanding the client’s objectives and entering into a partnership with the client. The personal consultant services coordinates the client’s financial objectives by forming a confidential alliance with current financial advisors.
Dr. Lovett works closely with the clients of the firm identifying financial objectives and implementing the strategies to accomplish those objectives. Services address designing an Investment Policy Statement, identifying tax-efficient portfolio positions, establishing a wealth preservation asset allocation, and implementing strategies specifically unique to each individual client.
The Private Consultant Services is a limited practice so all clients are assured personal attention and representation. Professional, unbiased
Dr. Robert D. Lovett, has over 35 years of experience in the financial sector. Dr. Robert Lovett, is currently a Director of Piedmont Investment Advisors, LLC., an independent S.E.C Registered Investment Advisor (RIA) providing discretionary portfolio management services to individual and institutional investors, with the corporate headquarters located in the Washington D.C. suburb of Lansdowne, VA.
Dr. Lovett was a United States Delegate to the International Standards Organization developing international practice standards for financial planning. He was a member of the Advisory Board of Swiss Enterprise, an international investment advisor, Geneva, Switzerland, and the Advisory Board of American Equity Exchange Advisors, Inc., Naples, Florida.
In addition to his advisory services, Dr. Lovett has spent over 20 years instructing financial professionals at several universities and colleges, and currently serves as Program Director and Lead Instructor for the CERTIFIED FINANCIAL PLANNER™ Certification Education Program at Edison State College. He is past Regional Director for Florida State University, Certificate in Financial Planning Program, past Director of The Institute of Financial Studies at Nova Southeastern University and past director of the CERTIFIED FINANCIAL PLANNER™ Certification Education Programs at Florida Gulf Coast University, and Barry University.
Dr. Lovett has earned a Doctorate in Business Administration, Accounting, and a Master of Science, Taxation. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, and Sigma Beta Delta International Honor Society for Business, Management, and Administration.
Please contact Dr. Lovett to schedule a consultation to determine if Personal Consultant Services is appropriate for you.
Building Partnerships
Naples: 239-598-5229 • Email: rdl@rdlovett.com
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