Marta Goldberg, an experienced wealth management professional recently joined Grove Bank & Trust as Managing Director and Fiduciary Wealth Advisor. In this role, Marta is responsible for developing and implementing investment strategies, complex family wealth planning, estate planning, tax planning, and charitable giving solutions that address the issues of family governance.
“Marta has devoted her career to managing all aspects of her clients’ investment and fiduciary needs. She has a well-earned reputation for providing the highest level of personalized service combining best-in-class investment advice, family wealth planning, and tax planning all based on her unique combination of financial and legal skills.” said Charles E. Porter, Executive Managing Director, Head of Trust and Wealth Management.
“Grove Bank & Trust is profoundly committed to building a first class team of wealth advisors. We are delighted to have Marta Goldberg join our Wealth Management team led by industry veteran, Charles E. Porter, Executive Managing Director, Head of Trust and Wealth Management,” said Rick Kuci, President & CEO, Grove Bank & Trust.
Marta has over thirty years of Wealth Management experience in the South Florida marketplace. She was previously employed by BNY Mellon Wealth Management for the past sixteen years where she served as Senior Vice President and Senior Director of Portfolio Management.
Marta is currently a Board Member of both the South Florida Committee of the Weizmann Institute of Science and the Victory Center. Marta holds a Bachelor of Science in Business Administration with Honors from the University of Florida and a Juris Doctorate from South Texas College of Law.
About Grove Bank & Trust
Grove Bank & Trust was founded on July 12, 1926 and is the longest-running bank in Miami-Dade County. Grove Bank & Trust provides boutique banking, commercial and wealth management services to individuals, families, businesses, endowments and foundations. Grove Bank & Trust has five offices in Miami-Dade County including: Aventura, Coconut Grove, Coral Gables, Palmetto Bay, and South Miami. For more information, contact Grove Bank & Trust’s corporate headquarters at 2701 South Bayshore Drive, Miami, Florida 33133 by telephone at 305.858.6666 or visit our website at www.grovebankandtrust.com.