Woman-owned wealth management firm celebrates decade of growth

Lovett Advisors, LLC, a woman-owned wealth management firm in Wilmington, is celebrating a decade in business and kicking off a new partnership with Girls Incorporate of Delaware.

Kim Lovett, CFP launched the firm about 10 years ago after she recognized the need for a more comprehensive level of service in investment advisory. She is marking the milestone by giving back to the local community.

“For the past ten years philanthropy has been central to our culture,” Lovett said. “I decided that the best way to celebrate my personal success and the success of Lovett Advisors was by giving back to the community in a way that will inspire young women to be all they can be and to live their dreams.”

Girls Incorporate of Delaware is a statewide nonprofit organization whose mission is “to inspire girls to be strong, smart and bold.” It is an affiliate of Girls Inc. which was founded in New England in 1864.  Nationally Girls, Inc. serves more than 138,000 girls across the United States and Canada. Their research based programs provide girls with life-changing experience and real solutions to the unique issues they face. Lovett Advisors is proud to be involved with such an amazing organization and is excited to collaborate them to commemorate their ten years of success.

Suzanne Heron, a financial advisor at Lovett advisors, said she is excited about the upcoming year. “We have several events planned for our clients and are looking forward to celebrating our success with both the local community and our clients, who have offered us their continued trust and patronage.”

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