Our Team
LENDERS |
Nick has dedicated the past twenty years to servicing the needs of his commercial and commercial real estate lending clients. Nick holds an MBA from Nova Southeastern University and a Bachelors Degree in Accounting from St. Thomas University.
Nicole has been a loyal employee of Grove Bank & Trust for over twenty six years. She is responsible for the personal and residential lending needs of the Bank's clients. Nicole is a graduate of Miami Dade College and the American Institute of Banking. Nicole has been involved with the Susan G. Komen Foundation for over ten years and currently serves as a Board Member and Secretary. |
WEALTH ADVISORS |
David is responsible for assisting clients with their asset allocation decisions, as well as the development, management, and implementation of the Bank's investment strategy. David has an exceptional reputation for delivering first-class service coupled with his deep understanding of the practice of wealth management. David is currently a member of the CFA Institute and a member of the Miami Society of Financial Analysts. David earned his Bachelor of Science in Finance from the University of South Florida. Marta Goldberg, Managing Director, Fiduciary Wealth Advisor, JD 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. Marta has over thirty years of Wealth Management experience in the South Florida marketplace. Marta has a BS/BA degree from the University of Florida and a law degree from South Texas College of Law.
Esther is a CPA with over thirty years of experience in wealth management and fiduciary services, including trust, estate, and charitable planning and taxation of high-net-worth individuals. She has dedicated her career to assisting clients with complex tax and wealth structures to achieve their financial and legacy goals. Esther has a Bachelor of Accounting from Florida International University and a Master of Science in Taxation from the University of Miami.
Edith is a seasoned fiduciary professional with over twenty years of experience in all areas of domestic and international trust administration and is very knowledgeable of the tax issues involved. As a personal trust specialist, she has vast knowledge in the administration of revocable and irrevocable trusts, guardianships, special needs trusts, investment management accounts, business entities, and NRA relationships. Edith attended American Intercontinental University and the American Bankers Association Trust School.
Laura is passionate about helping individuals, families, and business owners manage their wealth. Laura holds an MBA. from the University of Virginia, Darden School of Business with a concentration in Asset Management/Sales & Trading. |
WEALTH STRATEGIST |
Natasha Lowell is the senior vice president and senior wealth strategist at Grove Bank & Trust. With more than 30 years of experience in the private wealth sector, Lowell is an established banking professional responsible for acquiring businesses from high-net-worth clients and implementing wealth planning strategies. Having served as senior vice president at First National Bank of South Miami in private banking, Lowell has held similar positions throughout her career, including in the commercial real estate and construction lending sectors. Her commitment to public service and civic duty includes current involvement on the Board of Trustees of Florida International University, the Advisory Board of Casa Familia Inc., and past service with Take Stock in Children Miami-Dade County.
Gustavo Martelo, Vice President and Wealth Strategist Gus is a Certified Financial Planner with more than two decades of experience in the banking industry. Gus supports the bank’s goals by creating new client relationships and maintaining existing ones. Gus has a Bachelor of Business Administration from Florida International University- Landon Undergraduate School of Business with a Major in Finance and a Minor in Real Estate. Gus’s commitment to public service is demonstrated through his position as a board member of the Estate Planning Council of Greater Miami.
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MARKET MANAGERS |
Raul R. Munoz is a distinguished banking professional with over a decade of industry experience. Known for his strategic acumen and ability to drive complex revenue growth projects, Raul excels in leveraging technology and simplifying processes to ensure efficient project delivery.Raul's expertise spans across data analytics, relationship management, lending, and credit analysis. In addition to his professional role, Raul is an adjunct professor at Miami Dade College, where he is committed to mentoring the next generation of business leaders. He holds an MBA from Florida Gulf Coast University and a BA from Miami Dade College, along with several FINRA certifications.
Maira is an experienced banker with over twenty-five years of commercial and private banking experience. Maira has devoted her career to the financial well-being of her clients in the South Miami, South Gables, and Pinecrest communities. She is the past Treasurer and Executive Board member of The Parks Foundation of Miami-Dade and Greater North Miami Beach Chamber. In addition, she has served on boards and committees of South Miami Hospital Associates, Suited for Success, Commercial Real Estate Women (CREW), and the Aventura Marketing Council. Maira is a native South Floridian and is a graduate of Florida International University.
Kevin Ley, Vice President, Market Manager, Coral Gables Office Kevin Ley is a knowledgeable Market manager with a decade of experience in the financial services industry. As a Miami local, Kevin’s career has been marked by progressive leadership roles such as VP Business Market Leader at City National Bank of Florida, and Business Banker at Bank of America. Kevin’s expertise lies in people's management, financial analysis, business development, commercial lending, relationship management, product management, with a particular knack for strategic planning and marketing strategy. Kevin has consistently demonstrated his ability to drive growth and enhance operational efficiency in banking institutions. Kevin holds an MBA and is an active member of the Coral Gables Chamber of Commerce.
Kevin G. Morris, Kevin G. Morris is a seasoned financial professional known for delivering insightful guidance and strategic financial solutions to a wide range of clients. His extensive expertise spans credit underwriting, portfolio management, and comprehensive financial planning, making him a trusted advisor in the industry. Kevin's academic background includes studies in Business Administration at East Carolina University, the University of Baltimore, and Baltimore City Community College. He also holds certifications in Securities Industry Essentials (FINRA) and Mortgage Loan Processing, underscoring his commitment to professional excellence and continuing education. Kevin has remained dedicated to giving back to the South Florida community through his service to United Way of Miami in fundraising and volunteering for Habitat for Humanity. |
PREMIER BANKERS |
Alexander Soto, SVP, Head of Premier Banking Alexander Soto is a Miami native with over 20 years of experience in banking, dedicated to helping clients achieve their financial goals through personalized service and strong relationships. A Florida International University, St. Thomas University, and Miami Dade College graduate, he combines his professional expertise with a deep commitment to community service. He serves on the FBA Board of Directors and BankPac, advocating for local banks, and holds leadership roles with organizations such as The Lucy Project, supporting children with dyslexia. Outside of finance, he is a published poet with three books, blending his passion for storytelling with community engagement. Alexander’s career reflects his drive to make a meaningful impact in banking and beyond.
Leonardo Garcia, Vice President, Premier Banking Leonardo Garcia is a seasoned financial professional with over 20 years of experience serving high-net-worth individuals, families, and institutions. Throughout his career, he has specialized in developing and executing strategic plans to drive growth within his territory, with a strong focus on cultivating high-impact assets and partnerships. Leonardo is known for his ability to curate targeted prospect lists and implement effective outreach strategies that enhance client acquisition and engagement. He has extensive expertise in overseeing the development and management of complex portfolios, delivering tailored investment solutions, comprehensive financial planning, and trust and estate services.
Paola Ortiz has over 15 years of international experience in investments, investor relations, and corporate finance. Paola brings a global perspective and a sharp focus on serving high-net-worth individuals and business clients. Her background includes leadership roles at Ecopetrol Capital AG and private equity fundraising across Latin America. Fluent in Spanish and English, Paola is known for her integrity, insight, and dedication to long-term client success.
Poly Batista, Vice President, Premier Banking Poly Batista is a seasoned Private Banker managing relationships of high-net-worth clients’ personal and business needs. Poly has over 20 years of experience in the financial industry assisting clients with banking, credit, lending, mortgage origination, financial planning, wealth management, investment services, and financial markets.
Jose Luis Goncalves, Vice President, Premier Banking International Banker Jose Luis Goncalves is a dedicated and experienced banking professional serving as Vice President and Premier International Banker at Grove Bank and Trust. With over twenty years of experience in the financial services industry, Jose Luis has established a reputation for excellence in the areas of commercial banking, private banking, and the International market. Jose Luis specializes in cross-border financial management, international market analysis, and global client relations. He has a keen understanding of clients' needs and delivers personalized banking solutions. Jose Luis holds a Bachelor's degree in economics and is a graduate of the Universidad Santa Maria in Venezuela. |