Coral Gables Trust

Financial Services, Coral Gables, Florida, United States, 11-50 Employees

cgtrust.com

  • facebook
  • twitter
  • LinkedIn

Who is 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 relatio...

Read More

map

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CORAL GABLES TRUST

Coral Gables Trust Org Chart and Mapping

James Davidson

James Davidson

Chairman, CEO

VP-Level
VP-Level
Eileen Santana

Eileen Santana

SVP, Senior Retionship Manager

Donald Kress

Donald Kress

SVP

Iris Chapman

Iris Chapman

SVP, Relationship Manager

Employees
David Moore

David Moore

Chief Investment Officer

Hyewon Son

Hyewon Son

Fiduciary Counsel Intern

Amalia Bosch

Amalia Bosch

Deputy Marketing Director

Yuly Lopez

Yuly Lopez

Assistant Marketing Manager

Coral Company

Coral Company

Financial Advisor

Larisa Bavaro

Larisa Bavaro

Senior Trust Officer

Isabela Sanchez

Isabela Sanchez

Vice President & Relationship Manager

Susan Vetcher

Susan Vetcher

Account Manager

Leonardo Garcia

Leonardo Garcia

Vice President/ Wealth Advisor

signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Frequently Asked Questions Regarding Coral Gables Trust

Answer: Coral Gables Trust's headquarters are located at Coral Gables, Florida, United States

Answer: Coral Gables Trust's official website is https://cgtrust.com

Answer: Coral Gables Trust's SIC: 6282

Answer: Coral Gables Trust's NAICS: 523940

Answer: Coral Gables Trust has 11-50 employees

Answer: Coral Gables Trust is in Financial Services

Answer: Coral Gables Trust contact info: Phone number: Website: https://cgtrust.com

Answer: 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.

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access