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Dean Klevan
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Work Experience
N/A
2004 - Present · 20 years and 11 months
Pickwick Capital Partners
N/A
Nov 2017 - Apr 2023 · 5 years and 5 months
University of Miami Business School
N/A
Mar 2018 - Dec 2018 · 9 months
Company Details
11-50 Employees
Coral Gables Trust (CGT) is the largest, independent, and privately held trust company based in South Florida. We pride ourselves in providing a tailored experience based on trust relationships. We are a top-quality, boutique alternative to the traditional products and services provided by banks and insurance companies. As an independent firm, we also have the willingness, creativity and flexibility to work with non-traditional assets. Our senior professionals understand our client's goals, collaborating with them to make smart Wealth Management, Trust (including Special Needs Trust Services), and Financial Planning choices. We emphasize being responsive and flexible to your unique needs. You will not get lost in the cogs as we truly care about your family and legacy – clients come first at CGT. Let us build a seasoned team tailored to fit your specific needs and situation. Our senior advisors hold a minimum of a decade of experience and are ready to help you achieve your vision and goals. We have been recognized as the country's top 25 Friendliest Trust Companies by Wealth Advisor – come experience this yourself. Visit our website to learn more about what Coral Gables Trust can offer you and your family. Follow our page to stay informed on market trends from industry experts and the latest news for philanthropic efforts, estate planning, and more.
Year Founded
2004
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Investment Services
HQ Location
Main Office 255 Alhambra Circle, Suite 333 Coral Gables, Florida 33134, US
Keywords
Wealth ManagementAdministration Estate/ Trust ServicesTrust and Estate ManagementDirected Trusts with Financial AdvisorFinancial PlanningInvestment and Trust ServicesFoundations and Philanthropic Advisory ServicesInvestment MethodologyEstate PlanningInvestment Management
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