Ivan Shegota, CTFA®
Sr. VP, Relationship Manager & Client Advisor
West Palm Beach
D: (561) 820-4844
Fax: (561) 300-8592
Ivan Shegota, CTFA® brings more than 10 years of ongoing trust administration and estate settlement experience to Coral Gables Trust, having worked for some of the larger service providers in the industry. Most recently, he served as Assistant Vice President and Trust Officer for Citigroup’s Trust Administration Group, in Palm Beach, FL.
Ivan has also served as Senior Trust Administrator for Merrill Lynch Trust Company, and as Trust Associate in Wachovia’s Legacy Management Advisors Group. He is very active in the communities in which he has worked. His present affiliation includes the East Coast Estate Planning Council, in West Palm Beach, FL; He holds a Bachelor of Science degree from the University of Florida and has also completed the educational portion of the Certified Financial Planning Program at Florida State University.
He was an honors graduate in Cannon Financial Institute’s Trust School I, II & III Programs and obtained his Certified Trust and Financial Advisor designation through the American Bankers Association in 2008. Ivan resides with his wife, Jodi and three children in Boca Raton, Florida.