Coral Gables Trust
Company

Coral Gables Trust

Financial Services Main Office, 255 Alhambra Circle 57 employees
Employees
57
Contacts
3
Emails
3
Phones
1

Coral Gables Trust Overview

Headquarters
Main Office, 255 Alhambra Circle
Website
www.bit.ly
Industry
Financial Services
Employees
57
Founded
2004
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Coral Gables Trust

Coral Gables Trust (CGT) is the largest, independent, and privately held trust company based in South Florida. We pride ourselves in providing a tailored experience based on trust relationships. We are a top-quality, boutique alternative to the traditional products and services provided by banks and insurance companies. As an independent firm, we also have the willingness, creativity and flexibility to work with non-traditional assets. Our senior professionals understand our client's goals, collaborating with them to make smart Wealth Management, Trust (including Special Needs Trust Services), and Financial Planning choices. We emphasize being responsive and flexible to your unique needs. You will not get lost in the cogs as we truly care about your family and legacy – clients come first at CGT. Let us build a seasoned team tailored to fit your specific needs and situation. Our senior advisors hold a minimum of a decade of experience and are ready to help you achieve your vision and goals. We have been recognized as the country's top 25 Friendliest Trust Companies by Wealth Advisor – come experience this yourself. Visit our website to learn more about what Coral Gables Trust can offer you and your family. Follow our page to stay informed on market trends from industry experts and the latest news for philanthropic efforts, estate planning, and more.

Coral Gables Trust Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Coral Gables Trust Org Chart

Sample employees and titles
Name Title Contact
Dean Klevan Experienced Banking Professional
Email Phone
Susan C Vetcher Shareholder at Coral Gables Trust
Email
Ramona Lacy Fowler, Fache, Cpa Healthcare Leader. Consulting Builder.
Email
Jacqueline Jimenez Assistant Vice President, Relationship
View

Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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