Senior Vice President–Wealth Management
Financial Advisor
Over the past thirty years, Robert has successfully navigated his clients through several of the most challenging Financial markets in history. As Senior Vice President with the world's premier wealth management firm, he continues to provide investment management and financial advice to a wide range of individuals, corporations, foundations, endowments, trusts, families and retirement plans. His central focus is to construct and manage successful investment portfolios which will provide Income, growth, and stability for each, and every client. His Investment portfolios are personalized, client specific, and structured to prosper in today's extreme volatility and uncertain economic environments.
Robert received his Master of Arts Degree in Management from The University of Redlands in 1986, and completed his Bachelor of Science Degree in Business Administration from San Diego State University in 1980. He maintains a Series Seven Securities license, and is designated as a Wealth Advisor and Senior Portfolio Manager though UBS. He is also a Registered Investment Advisor, and has advanced training in Financial Management and Estate Planning.
Robert met his wife Debra in college, and they have been married for the past 40 years. Debra is a devoted Mom, and creative artist. Debra has a Bachelor of Arts Degree in Art from California State University Long Beach, and enjoys her career as an artist and illustrator, specializing in detailed Pen and Ink line illustrations. Robert and Debra have a son named Tanner, who recently received a Bachelor of Science degree in Computer Information Technology.
Robert and his family attend Cornerstone Bible Church in Glendora California. Robert is also a member of Glendora Country Club, where he has served two years as the Club's Treasurer, and one term on the Club's Board of Directors.
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Over the past thirty years, Robert has successfully navigated his clients through several of the most challenging Financial markets in history. As Senior Vice President with the world's premier wealth management firm, he continues to provide investment management and financial advice to a wide range of individuals, corporations, foundations, endowments, trusts, families and retirement plans. His central focus is to construct and manage successful investment portfolios which will provide Income, growth, and stability for each, and every client. His Investment portfolios are personalized, client specific, and structured to prosper in today's extreme volatility and uncertain economic environments.
Robert received his Master of Arts Degree in Management from The University of Redlands in 1986, and completed his Bachelor of Science Degree in Business Administration from San Diego State University in 1980. He maintains a Series Seven Securities license, and is designated as a Wealth Advisor and Senior Portfolio Manager though UBS. He is also a Registered Investment Advisor, and has advanced training in Financial Management and Estate Planning.
Robert met his wife Debra in college, and they have been married for the past 40 years. Debra is a devoted Mom, and creative artist. Debra has a Bachelor of Arts Degree in Art from California State University Long Beach, and enjoys her career as an artist and illustrator, specializing in detailed Pen and Ink line illustrations. Robert and Debra have a son named Tanner, who recently received a Bachelor of Science degree in Computer Information Technology.
Robert and his family attend Cornerstone Bible Church in Glendora California. Robert is also a member of Glendora Country Club, where he has served two years as the Club's Treasurer, and one term on the Club's Board of Directors.
Education
Credentials
Senior Client Associate
Cheryl joined UBS Financial Services Inc in September of 2007. Prior to UBS, she worked at East West Bank as a Business Development Associate. She joined Robert Lovitt as a Senior Registered Client Service Associate in 2017. She is dedicated to providing the utmost professional services to clients, as well as assisting Mr. Lovitt in building relationships.
Cheryl was born and raised in Southern California and received her Bachelor of Science degree in Business Administration from California State University of Los Angeles in 2005. Cheryl is a registered with FINRA and holds her Series 7 and 66 licenses. She enjoys traveling, reading, and exploring new restaurants with her husband.
Education
Senior Client Associate
Cheryl joined UBS Financial Services Inc in September of 2007. Prior to UBS, she worked at East West Bank as a Business Development Associate. She joined Robert Lovitt as a Senior Registered Client Service Associate in 2017. She is dedicated to providing the utmost professional services to clients, as well as assisting Mr. Lovitt in building relationships.
Cheryl was born and raised in Southern California and received her Bachelor of Science degree in Business Administration from California State University of Los Angeles in 2005. Cheryl is a registered with FINRA and holds her Series 7 and 66 licenses. She enjoys traveling, reading, and exploring new restaurants with her husband.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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