As a seasoned financial adviser, Jeff Lovett has a long and reputable tenure in Financial Services and Wealth Management. His strong and disciplined leadership comes from an early career in banking and finance.
Early in his career, Jeff was recognized as a strong prospect and chosen right from college, in 1987, to join NBD (National Bank of Detroit - now JPMorgan Chase & Co.) in the Trust Accounting department. In 1990, Jeff was positioned in Internal Auditing where he was able to see a diverse picture of bank dealings that spring boarded him into a Financial Analyst position in 1993. Jeff was promoted in 1994 to a Financial Officer and managed increasingly responsible projects.
In 1997, Jeff joined Nationwide Insurance as a Financed Community Agent and within a month was running the entire agency. With a budget of $225K, he hired staff, implemented sales plans and provided diverse insurance products to clients. His book of business grew exponentially and Jeff was considered one of the top producers within the state. Offered the position as an Independent Contractor in 2002, Jeff accepted the role and branched out his client portfolio to include commercial accounts and focus his expertise in Financial Services. Most recently, Jeff was recognized as a top Financial Services Adviser at Nationwide. In May 2017 after over 20 years at Nationwide Jeff decided to become a independent financial advisor to better serve his clients with a full array of retirement planning products to help his clients protect and grow their money (stocks, bonds, mutual funds, ETF, Life Insurance, Annuities, etc).
Jeff has a Master's in Accounting from Walsh College and a Bachelor's in Economics from Albion College. He also attended the University of Stirling in Stirling, Scotland. He is licensed in Life, Health, and is registered to offer securities products in multiple states.
Jeff's family of 5 is his greatest pride and joy. Jeff believes strongly in giving back and has been actively involved in various volunteer ministries since the early 1990's (Jails, prisons, nursing homes, youth and men's ministry). He continues to hold monthly church services at the Oakland County jail as he has for many years. He loves to play guitar and sing gospel music with his daughter Ava at their local church and do family ministry at Stonegate Nursing Center in Lapeer, MI. His greatest joy comes from helping others reach their full potential and become who they were always meant to be.
Products and services provided: 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 Life Insurance
Advisory Services are Provided through Creative Financial Designs, Inc., a Registered Investment Adviser, and Securities are Offered through cld investments, Inc., a Registered Broker/Dealer, Member FINRA & SIPC, 2704 South Gover, Kokomo, IN 46902 765.453.9600