Denise Casale honored as outstanding SF connector
CORAL GABLES TRUST'S DENISE NUNEZ CASALE HONORED AS OUTSTANDING CONNECTOR
IN SOUTH FLORIDA
Casale Recognized for Going Above & Beyond to Connect People & Businesses
CORAL GABLES, Fla. (August 9, 2017) - Coral Gables Trust Company ("CGTC")
, a leading provider of wealth management and trust services in South Florida, is pleased to announce that Vice President and Senior Wealth Advisor, Denise Nunez Casale, was recently recognized by MonarchCare with the Outstanding Connectors Award.
Fort-Lauderdale-based MonarchCare works to support vulnerable individuals who need help with life management due to age, disability or family circumstances. Casale received the award at the organization's annual Connector's Coronation event, which honors the great connectors of South Florida and those that go above and beyond to connect people and services. The award program was created in 2013 and honors nominees in six categories who are voted on by their peers and colleagues. Casale was honored in the financial category.
"I truly enjoy bringing people and businesses together to help each other and to benefit the greater community," said Casale. "The financial planning industry has afforded me the opportunity to collaborate with so many wonderful people in various industries and the ability to connect people in need with someone who can help. MonarchCare is a remarkable organization and I am honored to receive this award, which was voted on by my peers."
A financial industry veteran for more than 20 years, Casale has served in a myriad of wealth management and leadership roles throughout South Florida. She leverages her extensive financial advisor experience, knowledge, established relationships, and collected resources within the wealth and investment industry to connect a solution and/or a referral to a need.
Casale is equally as passionate about giving back to the community, supporting causes that empower and connect women, at risk teens, families, and other business professionals through numerous events, compassion, and resources to find ways to help. Casale is actively involved with South Florida-based community and charitable organizations, including the Boys & Girls Club, Kids in Distress, Covenant House, PACE Center for Girls, American Cancer Society. She is also a member of the National Association of Divorce Professionals (NADP), Human Equality Rights Campaign, Estate Planning Gift Council, Planned Giving Council of Broward, and Collaborative Family Law Professionals of South Florida.
A certified financial planner and divorce financial analyst, Casale is trained in Collaborative Family Law and holds a series of securities and insurance licenses. At Coral Gables Trust, she oversees the development and management of complex portfolios for high-net-worth clients, including investment solutions, financial planning, and trust and estate services.
About Coral Gables Trust Company
Coral Gables Trust Company (CGTC) is the largest independent and privately held trust company headquartered in South Florida with over a billion dollars of assets under management, and a leading provider of wealth investment management and trust 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 asset based fees.