With a distinguished career in Financial Services and Wealth Management, Jeff Lovett, a seasoned financial adviser, draws upon his extensive experience rooted in banking and finance. Starting his professional journey in 1987, Jeff joined NBD (National Bank of Detroit - now JPMorgan Chase & Co.) in the Trust Accounting department. His trajectory within the organization included roles in Internal Auditing and Financial Analysis, leading to his promotion to Financial Officer in 1994, overseeing significant projects.
In 1997, Jeff transitioned to Nationwide Insurance as a Financed Community Agent. He assisted his clients by implementing sales plans and diversifying insurance product offerings. Recognized as one of the top producers in the state, Jeff accepted the role of Independent Contractor in 2002, expanding his client portfolio to include commercial accounts and concentrating his expertise in Financial Services
In May 2017, after more than two decades at Nationwide, Jeff chose to become an independent financial advisor to enhance client service with a comprehensive range of retirement planning products.
Jeff's educational background includes a Bachelor's Degree in Economics from Albion College, with additional studies at the University of Stirling in Scotland. He holds his Series 6, 7, 63, and 65 through LPL Financial and in Life and Health insurance and is registered to offer securities products Michigan, Ohio, Florida, North Carolina and Texas.
Beyond his professional endeavors, Jeff takes pride in his family of five and is deeply committed to giving back through active involvement in various volunteer ministries since the early 1990s, including outreach to jails, prisons, nursing homes, and youth and men's ministry. He maintains a monthly church service at the Oakland County jail and enjoys playing guitar and singing gospel music with his daughter Ava at their local church. Jeff's passion lies in helping others reach their full potential and become their authentic selves.
Services offered by Jeff encompass a comprehensive array of financial products, including 401K Retirement Planning, Annuities, Charitable Giving Strategies, Disability Income Insurance, Estate Conservation, Education Funding Plans, Rollovers, Long-Term Care Insurance, Mortgage Protection, Managed Accounts, IRAs, Mutual Funds, 403(b) Plans, and Life Insurance.