2025 -
now Managing Director, Chief Estate Services Officer, and Senior Wealth Advisor @
2012 -
now Executive VP, Senior Relationship Manager, and Client Wealth Advisor @
Ivan Shegota Education
University of Florida
Bachelor of Science (BS) (Business Administration)
1996
-
1998
Boca Raton High School
Ivan Shegota Skills
High Net Worth Individuals
Wealth Management
Retirement Planning
Wealth Management Services
Trust Services
Investment Advisory
Estate Planning
Alternative Investments
Asset Allocation
Asset Protection
Estate Tax Planning
Fixed Annuities
Portfolio Management
Private Banking
Retirement
Series 7
Trusts
Wealth
Asset Management
Investment Management
Investment Strategies
Long-term Care
Ivan Shegota Summary
Ivan Shegota, based in Boca Raton, FL, US, is currently a Managing Director, Chief Estate Services Officer, and Senior Wealth Advisor at Coral Gables Trust. Ivan Shegota brings experience from previous roles at Coral Gables Trust Company. Ivan Shegota holds a 1996 - 1998 Bachelor of Science (BS) in Business Administration @ University of Florida. With a robust skill set that includes High Net Worth Individuals, Wealth Management, Retirement Planning, Wealth Management Services, Trust Services and more. Ivan Shegota has 1 emails and 1 mobile phone numbers on RocketReach.
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