Cole Loveland

Wealth Advisor

St George, Utah

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Cole Loveland is passionate about guiding clients toward financial peace of mind through personalized financial strategies. He finds purpose in helping individuals pursue their most important life goals by combining technical financial expertise with a client-first mindset.
Prior to becoming an Advisor, Cole held key roles at Soltis Investment Advisors, including Lead Wealth Management Analyst, Advisor, and Lead Trader, managing operational tasks for over $7 billion in assets. He also served as Assistant CCO at Sunwest Management, gaining valuable compliance experience that informs his holistic approach to wealth management.
Outside the office, Cole enjoys an active lifestyle—from ultimate frisbee and volleyball to training for triathlons. He also likes tackling home projects, exploring new cuisines, and cherishing time with his wife, young son, and a new baby on the way.