Caldwell Trust Company: From passionate commitment and lofty goals in 1993 to a thriving entity that successfully serves its ever-growing family of clients'
Where We've Been
Organizing the trust company
Caldwell Trust Company has its roots in the 1970's, when Roland Caldwell formalized his consulting services by establishing Caldwell & Co., an advisory firm specializing in investment guidance for the trust industry. By the late 1980's, he had become known as the author of a respected investment newsletter and was also a trust consultant for a major bank in Venice.
Roland watched in dismay as that bank and several others were sold or merged into other banking companies, with significant negative impacts on their customers. His son Kelly, a recent high-honors engineering graduate of Georgia Institute of Technology, found Caldwell & Co. so interesting that he abandoned plans for law school and joined Roland in 1988.Read More