Stephanie Ortiz Joins Coral Gables Trust Company
Ortiz will bolster facilitation of company’s wealth management and estate planning services
CORAL GABLES, Fla. (October 19, 2016) – Coral Gables Trust Company (“CGTC”), a leading provider of wealth management and trust services in South Florida, is pleased to announce the addition of Stephanie Ortiz, Associate Relationship Manager, to its team. Based in the firm’s Coral Gables office, Ortiz will work closely with the firm’s officers to oversee the implementation of strategies and services on behalf of clients.
Before joining Coral Gables Trust Company, Ortiz worked as a legal assistant for the law office of Tania V. Sotelo in Coral Gables where she prepared, assembled and verified estate planning documents and aided in the preparation of trusts, among other duties. Prior to that role, she was a legal assistant for Ramon A. Cue, P.A., also in Coral Gables.
A Miami native, Ortiz holds a Bachelor of Business Administration degree with an emphasis in Management and Finance from Florida International University. An advocate for community service, Ortiz is closely affiliated with Autism Speaks, a non-profit organization.
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.