Robert E. LovittRobert E. LovittManaging DirectorWealth Advisor
About Robert
Robert E. Lovitt is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
For the last three-plus decades, Bob has crafted personalized, value-oriented investment portfolios for a wide range of clients, including high-net-worth individuals, families, trusts, corporations, foundations, endowments and retirement plans. Drawing on knowledge gained over multiple market cycles, he is a seasoned professional who advises on comprehensive, long-term investment and wealth management strategies to help clients optimize their opportunities and pursue their sophisticated needs.
Bob cares deeply about clients' financial success, working hard to understand their values and objectives. At the start of each relationship, he walks them through a detailed, nine-step process that uncovers their challenges and possibilities, enabling him to chart a course that targets their goals. Clients appreciate his straightforward manner and ability to offer critical insights through honest and thorough conversations.
Bob approaches his role not only as an Advisor but as a teacher, noting that financial literacy is the key to ensuring that clients feel empowered to make good decisions about their present and future financial lives. Above all, he believes that successful relationships are centered around trust, and he takes pride in helping clients rest easily, knowing he is at the helm.
As a member of J.P. Morgan's Portfolio Manager Program, Bob is one of a select group of Advisors who undergo a screening process to manage discretionary portfolios and are subject to ongoing qualitative and quantitative reviews to assess their strategies. Navigating these tactical decisions is one of his core strengths.
Over the course of 30-plus years spent in the financial markets, Bob has worked for some of the world's largest and most respected wealth management firms. He holds an M.A. in Management from The University of Redlands and a B.S. in Business Administration from San Diego State University. His advanced training in high-net-worth wealth management, financial planning, portfolio construction, asset allocation, investment selection and retirement planning help inform his guidance.
A native of Southern California, Bob continues to make his home there with his wife and family.
Insights
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read Now
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read Now
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWhy the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowThe impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowHealth care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowHow to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowPreserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowHow policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowFederal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read Now