Patricia Godwin Named SVP and Wealth Advisor of Coral Gables Trust Company
JUNE 16, 2022
Coral Gables Trust Company, one of the top trust and wealth management firms headquartered in Florida, has proudly announced the appointment of Patricia Godwin as Senior Vice President and Wealth Advisor. As Manager of the Firm's West Palm Beach Rosemary Square office, Godwin will oversee the development and management of complex portfolios for high-net-worth clients, offering an array of investment solutions, financial planning, trust and estate services.
Godwinis a financial industry veteran, having served in a myriad of wealth management and leadership roles for the past two decades.Prior to joining Coral Gables Trust, she served as a Senior Client Advisor at Bessemer Trust based in Palm Beachmanaging over $800 million AUM for ultra-high-net-worth families. Before assuming that role, she spent 15 years at Goldman Sachs & Co. in their Chicago and Los Angeles offices. At Goldman Sachs she and her team managed over $1 billion AUM and implemented long term investment goals for ultra-high-net-worth-individuals and family offices.
Godwin is a Certified Trust and Fiduciary Advisor (CTFA) and holds Series 7 and Series 66 licenses.A graduate of Lehigh University, she earned a Master of Business Administration degree at University of Chicago Booth School of Business with focuses on economics, entrepreneurship and finance.
"Patricia Godwin's extensive experience and industry knowledge make her a great addition to our team," said James W. Davidson, Chairman and CEO of Coral Gables Trust Company. "She is an exceptional professional, and we are confident that she will continue to add great value and maintain our high standards as we expand our footprint throughout Palm Beach County."
Coral Gables Trust Company is the largest independent and privately held trust company headquartered in Florida, with over $2 billion in Assets Under Management (AUM), and a leading provider of Wealth Management, Trust and Estate, and Financial Planning services for clients throughout the State as well as nationwide and internationally. The Firm's latest $2 billion AUM milestone stems from a record year attributed to client portfolio gains and a wave of new customers from the communities where they operate, as well as new residents from California and New York who domiciled to the region and sought to grow and preserve their portfolios with the highly respected wealth management firm.
Founded in 2004, by industry veterans, James W. Davidson and Dean Klevan,whose careers and reputations were honed at some of the most revered names in banking, Goldman Sachsand Morgan Stanley, Coral Gables Trust was established to provide transparent, high-level wealth management and fiduciary services to local affluent high-net-worth individuals, families, charities, and professionals. The Firmhas forged a reputation as the gold standard in trust and wealth management services- growing from a startup with a headquarters in Coral Gables,to becomingthe leading independent, privately-owned trust company in South Florida with 37professionals in three additional offices in Fort Lauderdale, Boca Raton and West Palm Beach.
For more information, please visit https://cgtrust.com, or contact Patricia Godwin at 561.899.5103.
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 $2 billion of Assets Under Management "AUM", and a leading provider of Trust and Estate, Wealth Management, and Financial Planning services for clients throughout the State as well as nationwide and internationally. Founded in 2004 and regulated by OFR, Florida, CGTC serves clients which may have investable assets below the minimum required by most of the larger national institutions - inclusive of affluent individuals and families, small to medium-sized companies, foundations, pension, and endowment funds. Devoted toward putting our clients' interest first, CGTC provides conflict-free services, personalized advice, open-architecture (no proprietary products), and asset-based fees.
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