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Gage Loftin

Judge · DISC type Dc
Wealth Advisor at Zions Bancorporation
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
6 Years
Current Role
Wealth Advisor
Location
United States
Personality Overview

How Gage shows up

Demanding
Generally Skeptic
Features Driven

They respond well to strong and respectful communication. They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Gage cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2024
Wealth Advisor
Zions Bancorporation
2-2019 - 11-2024
Financial Advisor
Merrill Lynch Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2013
Bachelor's Degree
Portland State University
2009 - 2010
Education details unavailable
Snow College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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