Brian Lovit

Background

About Brian Lovit

In today’s world, many people have financial goals and the resources to realize them, but not the time, specialized knowledge or objectivity to pursue them on their own. I leverage my experience and knowledge to help clients maximize their hard-earned wealth. Effectively building a bridge from their current financial situation to where they would like to be. My areas of focus • Wealth building strategies for individuals and families • Retirement income planning for retirees and pre-retirees • Company retirement plans, i.e. 401k, 403b and defined benefit My techniques for helping clients maximize wealth • Goals-based planning • Disciplined portfolio implementation and risk management • Customized income producing strategies Servicing clients My service model emphasizes communication, goal tracking, ongoing portfolio management and advice. My team and I are committed to delivering a personalized experience, where clients find us attentive, reliable and value-added to their financial situations. Before joining Merrill Lynch’s Florham Park office, I worked as an institutional trader for 20 years specializing in equity-linked securities, bonds and preferred instruments. I received my B.S. in Accounting from the University of Delaware and my MBA from the University of Pittsburgh - Katz Graduate School of Business. My wife Sue and I live in Glen Ridge, NJ with our three children. When I am not working I enjoy spending time with my family and coaching soccer and lacrosse.