NAPLES, FL. March 7 – Andrew Hill Investment Advisors Inc., a Naples-based investment and wealth management advisory firm, announced the appointment of Dr. Robert D. Lovett as Investment Advisory Representative. In this newly created position, Dr. Lovett will provide specialized investment related advice to clients of the firm.
Dr. Lovett has more than 40 years of experience in the financial sector. Previously, he served as 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 Advisory Board of American Equity Exchange Advisors Inc. in Naples.
In addition to his advisory services, Dr. Lovett has spent more than 25 years instructing financial professionals at several universities and colleges. 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 is also the founder of The Astwell Institute for Financial Education was formed to provide educational programs for Certified Public Accountants in financial disciplines and a delivery platform for the Personal Financial Specialists (PFS) for CPAs practicing in financial consultation.
Dr. Lovett has earned a Doctorate in Business Administration, Accounting, at Nova Southeastern University, and a Master of Science, Taxation at Seton Hall University. He completed his undergraduate studies at Northeastern University in Boston. 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.
Andrew Hill Investment Advisors, Inc. (AHIA) is an investment advisory firm registered with the State of Florida and manages funds for individuals, trusts, small business pension plans and captive insurance companies. AHIA is boutique firm providing highly personalized investment management and financial concierge services for its clients. Fidelity Institutional Wealth Services is the primary custodian of client assets.
For additional information on Andrew Hill Investment Advisers, including the firm’s ADV filing, visit www.ResponsibleAdvisors.com or call 239-777-3129 or 239-777-3188.
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Andrew Hill Investment Advisors, Inc. (AHIA) is registered as an investment advisor with the state of Florida and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Tax and estate planning advice is general in nature and the firm is not engaged in the practice of law.