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Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over $1.7 billion of assets under management, 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 is a fee only advisor. -
James W. Davidson
Chairman, President & CEO
Office: 786.693.6060
Richard DeNapoli, J.D., LL.M.,CFP®
Managing Director
Chief Trust Officer
Fiduciary Counsel
Office: 786.497.1216
Email: This email address is being protected from spambots. You need JavaScript enabled to view it. -
John Harris
Managing Director
Chief Wealth Advisor
Office: 305.443.2544
Cell: 954.864.9441
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.Mason Williams
Managing Director
Chief Investment Officer
Office: 786.497.1214
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
In the news
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03/12/2021Election results combined with positive news in and around the ongoing battle with Covid-19 have finally provided us a clearer path forward in 2021. The fog of 2020 is beginning to dissipate as positive news regarding the vaccines and their improved distribution provides markets, companies, politicians, and the populace much-needed clarity on the future. |
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3/1/2021As we theorized in our December 14, 2020 article in the Business Section of the Miami Herald, due to the 50/50 split in the Senate, with the Vice-President having the deciding vote, the Democrats effectively control both houses of Congress. |
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2/15/2021
Larry Riley CFA, Award of Distinction. Miller College of Business Alumni Awards. |
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2/4/2021South Florida Business & Wealth: "Coral Gables Trust Company opens a Boca office." "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 Rd. The company also recently opened an office in Fort Lauderdale on East Las Olas Blvd, 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." |
