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
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November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.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 NowHow to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowLeaving your job
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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 Now