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 InsuranceMonetary Authorities-Central Bank
Keywords
Wealth Management
Administration Estate/ Trust Services
Trust and Estate Management
Directed Trusts with Financial Advisor
Financial Planning
Investment and Trust Services
Foundations and Philanthropic Advisory Services
Investment Methodology
Estate Planning
Investment Management
Special Needs Trust Services
Personalized Financial Advice
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 | Location | Contact |
|---|---|---|---|
| Dean Klevan | Experienced Banking Professional | Miami, Florida, United States |
Email
Phone
|
| Susan C Vetcher | Shareholder at Coral Gables Trust | Miami-fort Lauderdale Area, United States |
Email
|
| Ramona Lacy Fowler, Fache, Cpa | Healthcare Leader. Consulting Builder. | Fort Lauderdale, Florida, United States |
Email
|
| Jacqueline Jimenez | Assistant Vice President, Relationship |
View
|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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