Coral Gables Trust Company Continues to Build Team in South Florida Wealth Advisor Leonardo M. Garcia and Marketing Associate Natalia Tolosa Join the Privately Held Trust Company
SOUTH FLORIDA CITYBIZLIST
Leonardo M. Garcia and Natalia Tolosa
Coral Gables Trust Company (CGTC), the largest independent and privately held trust company headquartered in South Florida with over $1.5 billion in assets under management, is pleased to announce that Leonardo M. Garcia, Vice President and Wealth Advisor, and Natalia Tolosa, Marketing Associate, have joined its growing team in the firm's Coral Gables office.
With over 20 years of experience in the financial services industry, Garcia will oversee the development and management of complex portfolios for CGTC's high-net-worth clients, offering investment solutions, financial planning, trust and estate services.
Prior to joining Coral Gables Trust Company, Garcia served as vice president and financial advisor at NY Life Securities, SunTrust Investment Services and Wells Fargo Advisors, providing wealth management services for affluent, ultra-high net worth individuals, families and institutions. He earned his bachelor's degree in finance from Florida International University and holds multiple FINRA securities licenses as well as several State of Florida Insurance licenses.
"We are thrilled to welcome Leo to the team," said John W. Harris, Managing Director of Coral Gables Trust Company. "His experience with sophisticated wealth management services and investment strategies aligns with our core values to provide clients high level and personalized wealth management and fiduciary services."
A Colombian native, Tolosa brings more than 10 years of experience in the marketing industry, including spearheading domestic and international market research, lead-generating, and advertising campaigns, as well as developing and executing highly-targeted events for entrepreneurs and clients in the financial industry.
She joins CGTC from Global Somersault, a Miami-based marketing consulting agency that specializes in developing emerging companies and assists start-ups in establishing a market presence. After moving to Miami in 2010, Tolosa served as a marketing specialist for the Miami-based asset management and retirement planning firm, Barnett Capital Group.
She earned her bachelor's degree in marketing and advertising from University Andina in Colombia. Following graduation, she worked for a well-established local advertising agency designing ad campaigns for clients in a variety of industries.
"Natalia's diverse marketing skillset and international marketing capabilities provide additional depth to our team and will be an asset to our clients," added Harris.
Founded in 2004 by Chairman and CEO James W. Davidson, Coral Gables Trust Company has developed quickly to become an industry leader - growing from a startup to an independent, privately-owned firm with 25 employees in three offices across Miami-Dade, Broward and Palm Beach counties. A leading provider of wealth management, trust and financial planning services throughout the State, Coral Gables Trust Company's success is evidenced by its significant increase from $150 million in assets under management to more than $1.5 billion in the past seven years.
“Investment and related products are: Not Insured by the FDIC, the United States Government or any Governmental Agency or by Coral Gables Trust or any of its affiliates.
Not obligations of the Trust Company or guaranteed by the Trust Company. Subject to Investment risk and may lose value.”
When you visit our Website we may utilize cookies, which are small files that are placed on a device such as computer or cellphone. A cookie contains a string of characters to identify your browser and are used to help provide a more customized user experience while you browse the Website. When you return at a later time, cookies allow our website to continue the customized experience. Most internet browsers are set by default to accept cookies, and if you have opted not to accept cookies, you may experience functionality issues in using features of our Website. You can remove cookies from your device by using the delete cookies function of the browser you are using.