Coral Gables Trust Company opens Boca office

South Florida’s largest independent and privately held trust and wealth management company is getting bigger.

Coral Gables Trust Company, which has more than $1.5 billion under management, opened its fourth South Florida location in Boca Raton at 2255 Glades Road. The company also recently opened an office in Fort Lauderdale on East Las Olas Boulevard, preceded by its first Palm Beach County office in West Palm Beach in 2011. The new office, the company said in a release, will allow it “to better serve clients and accommodate for its continued success.”

“The response to our services continues to resonate with South Florida residents, and trust and estate professionals,” said James W. Davidson, Co-Founder & CEO of Coral Gables Trust. “We are local, personal, and have far more flexibility and creativity in providing solutions for our clients than many of the large financial institutions. Our guiding principle is that our clients’ interest always comes first, and during uncertain times, these values have never been more reassuring for clients.”

Co-Founder and CEO James W. Davidson, said the firm provides a “local and focused approach” to wealth management and fiduciary services to local affluent and moderately high net worth families, non-profits, and professionals. Services include providing robust investment management, a range of trust services, and financial planning.

The Boca office is managed by Senior Vice President and Senior Relationship Manager Ivan Shegota, a finance and trust industry veteran who also manages the West Palm office.

“Our new office will allow us to better serve our existing and new clients in Palm Beach County and the Boca Raton area,” added Shegota.

You May Also Like

Stephanie Green Appointed South Florida President of Fifth Third Bank

Fifth Third South Florida has 76 full-service banking centers and over 550 employees.

Proficio Capital Partners Opens Miami Office

Proficio takes a strategic approach to diversification by creating a well-diversified portfolio comprising various asset classes and securities.

Institute of Financial Wellness Opens Center for Financial Education Programs in Fort Lauderdale

The facility provides unbiased financial education, resources and services in South Florida.

Juan Esterripa Appointed Head of Commercial Banking at Amerant Bank

Amerant Bank, a community bank headquartered in Coral Gables, named Juan Esterripa to serve as Senior Executive Vice President, Head of Commercial Banking. Esterripa will manage multiple business sectors, including commercial banking, commercial real estate, syndications, specialty finance, and treasury management. He will also promote business development across the bank and drive profitable growth. “We are pleased to

Other Posts

American Cancer Society to Host Evening of Hope Fundraiser

The nonprofit’s distinguished events portfolio has raised over $6 million in the last six years.

Discover The Palm Beaches Announces 2023 Providencia Award Winners

The awards help honor the local tourism community.

ChildNet Raises Funds to Support Foster Youth and Families During Care for Kids Cocktail Reception

The organization strives to help abused, abandoned, and neglected children.

Atlantic Group of Companies Begins Sales of Ultra-Luxury, Boutique Project in Palm Beach Shores

The Atlantic Group of Companies is a comprehensive, multi-division real estate brand focused on all aspects of real estate development with successful properties throughout Florida and North Carolina.