Coral Gables Trust Email Formats

Financial Services • Coral Gables, Florida, United States • 51-100 Employees

Coral Gables Trust Email Formats

Coral Gables Trust uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@cgtrust.com), used 78.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@cgtrust.com	78.4%
{first name}{last name}	johndoe@cgtrust.com	10.8%
{last name}{last name}	doedoe@cgtrust.com	8.1%
{first initial}	j@cgtrust.com	2.7%

Key Contacts at Coral Gables Trust

Ivan Shegota

Managing Director, Chief Estate Services Officer, And Senior Wealth Advisor

John Harris

Managing Director

Dean Klevan

Director

Donald Kress

Chief Executive Officer

Eileen Santana

Managing Director, Chief Trust Officer

Company overview

Headquarters	Main Office, 255 Alhambra Circle, Suite 333, Coral Gables, Florida 33134, US
Phone number	+17864971212
Website	cgtrust.com
NAICS	52
SIC	581
Keywords	Trust Administration, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Retirement, Investment Management, Administration Estate/ Trust Services, Directed Trusts With Financial Advisor, Foundations And Philanthropic Advisory Services, Investment And Trust Services, Trust And Estate Management, Investment Advisor, Life Insurance Trusts, Charitable Trusts, Custodial Services, Testamentary Trusts, Personalized Financial Advice, Revocable And Irrevocable Trusts, Agent For Trustee, Corporate Trustee And Co-Trustee, Institutional Trusts, Investment Methodology, Special Needs Trust Services
Founded	2004
Employees	51-100
Socials

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.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Vice President

C-Suite

Employees by Department

Coral Gables Trust has 23 employees across 5 departments.

Departments

Number of employees

Funding Data

Coral Gables Trust has never raised funding before.

Frequently asked questions

Coral Gables Trust is located in Coral Gables, Florida, US.

You can reach Coral Gables Trust at +17864971212.

Coral Gables Trust was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.

Coral Gables Trust has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.