Cole Loveland

Wealth Advisor

St George, Utah

Las Vegas, Nevada

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Cole helps clients pursue financial peace of mind through personalized planning. He supports individuals and families with strategies that align resources with what matters most, bringing a client-first mindset and strong operational insight.
Before advising, Cole held leadership roles at a large advisory firm, including wealth management analysis and trading support for multi-billion-dollar client assets. He also served as an assistant chief compliance officer, strengthening his knowledge of risk awareness. His background combines planning support, implementation discipline, and compliance experience.
Cole’s approach is thoughtful and organized, as he simplifies complexity and helps clients follow clear, actionable steps. He believes consistent process and good communication build lasting confidence.
Cole enjoys staying active through ultimate frisbee, volleyball, and training for triathlons. He also likes home projects and exploring new cuisines. He and his wife are raising a young son and are expecting a new baby soon.