Ivan Shegota Email

SVP, Senior Relationship Manager, and Client Wealth Advisor . Coral Gables Trust Company

Current Roles

Employees:
55
Revenue:
$10.4M
About
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida, and a leading provider of Wealth Management, Trust and Financial Planning services throughout the State. Founded in 2004 as a locally owned and operated independent trust company, CGTC services clients with assets ranging from $500,000 to more than $50 million -- inclusive of affluent individuals and families, small to medium sized companies, foundations, and pension and endowment funds. Devoted toward putting our clients’ interest first, CGTC strives to provide conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees.
Coral Gables Trust Company Address
Main Office
Coral Gables, FL
United States
Coral Gables Trust Company Email
Coral Gables Trust Company Phone Numbers
954-707-6899

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