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Cole Dykstra
Cole joined the Advocacy Wealth Management team in 2022 as a Financial Client Associate. Prior to joining Advocacy Wealth Management, Cole worked as a Corporate Investment Banking Risk Analyst for SunTrust and, later, Truist Financial.
Cole was born in Fort Collins, Colorado, and moved to Marietta, Georgia. He earned a Bachelor of Business Administration in finance from the Terry College of Business at the University of Georgia. He holds
Cole holds an insurance license for Life & Health policies, further solidifying his knowledge and commitment to upholding the highest standards of professionalism and ethical conduct.
Cole exemplifies the firm’s core values of excellence, empathy, selflessness, respect, and trust. Holding a strong belief in promoting financial literacy and empowerment, Cole is driven by a genuine passion for helping clients achieve their financial aspirations, and he approaches each engagement with the utmost dedication and attention to detail.
Cole is the youngest of three brothers, with two nephews. Outside of his professional endeavors, Cole enjoys golfing and going to Braves games with friends. Cole participates in community initiatives and charitable golf tournaments to support various foundations, including the Crohn’s & Colitis Foundation.
This communication should not be regarded as an offer or solicitation to buy or sell any securities or investment products, an official confirmation of any transaction, an official statement, or as any other official statement of Forge Consulting, LLC or its affiliates, which include but are not limited to Advocacy Trust LLC, Advocacy Inc., Advocacy Wealth Management, Forge Capital, LLC, Forge Capital Services, LLC, and Full Circle Coverage (altogether referred to as “Forge”). Forge does not provide tax, accounting, or legal advice to its clients, and all clients are advised to consult with professionals who can provide tax, accounting, and legal advice regarding any potential investment.
Securities and insurance products are NOT
insured by the FDIC, nor by any other Federal or state government agency, are NOT
a deposit of and are NOT
Guaranteed by a bank or any bank affiliate, and MAY
lose value.
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are registered trademarks of Forge Consulting LLC.
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All investments involve risks that you will lose value including the amount of your initial investment. Investments that offer the potential for higher rates of return generally involve greater risk of loss. Note: reinvestment transactions that involve selling existing investments may involve transaction costs associated with the sale of those assets as well as transaction costs associated with the purchase of new investments.
International investing: There are special risks associated with international investing, such as political changes and currency fluctuations. These risks are heightened in emerging markets.
Small/Mid-Capitalization investing: Investments in companies with small or mid-market capitalization ("small/mid-caps") may be subject to special risks given their characteristic narrow markets, limited financial resources, and less liquid stocks, all of which may cause price volatility.
High-Yield investing: Investments in high yielding debt securities are generally subject to greater market fluctuations and risk of loss of income and principal, than are investments in lower yielding debt securities.
Inflation Protected Bond investing: Interest rate increases can cause the price of a debt security to decrease. Increases in real interest rates can cause the price of inflation‐protected debt securities to decrease. Interest payments on inflation‐protected debt securities can be unpredictable.
Interest Rate Risk: This risk refers to the risk that bond prices decline as interest rates rise. Interest rates and bond prices tend to move in opposite directions. Long‐term bonds tend to be more sensitive to interest rate changes and therefore may be more volatile.
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