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The Caldwell Trust Company Blog

Vice President/Trust Officer Jan Miller Helps Guide Growth of Caldwell Trust Company

Posted by Sheryl Vieira

When vice president and trust officer Jan Miller joined Caldwell Trust Company on January 1, 2001, the company was undergoing the orderly transition that co-founders Roland G. Caldwell and his son, R. G. “Kelly” Caldwell Jr. had planned. Roland would be retiring in the next year or so and Kelly would pick up the reins.

Kelly was pleased with the existing staff—in fact, they’re almost all still here—but he anticipated growth and wanted to expand. “I was the first member Kelly hired for his team,” Jan says. She loves the trust business and had worked at Southeast Trust since 1978. There she met Lloyd E. “Leo” O’Meara, the man who would become her mentor. Leo later left Southeast for First National Bank of Venice, where he met Roland, a consultant to the bank. The two joined with a few other experienced professionals to found Caldwell Trust Company.

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Topics: Corporate

J. Mack Reid is named to Caldwell Trust Company Board of Directors

Posted by Sheryl Vieira

Community leader J. Mack Reid has joined the board of directors of Caldwell Trust Company through a unanimous board vote. “This is great news for us,” says R. G. “Kelly” Caldwell Jr., CEO and president. “Mack has made a lifelong commitment to serving the community, especially through the Boys & Girls Clubs.”

Mack’s dedication to the Boys & Girls Clubs began at age 10 when he discovered a welcoming Club in Alabama. Later he became arts and crafts director while attending Jacksonville State University and has been an employee of the Boys & Girls Clubs of America ever since—for 46 years.

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Topics: Corporate

The Fed, the Economy, the News: When Bad News is Good, When Good News is Good

Posted by Sheryl Vieira

If the market continues as it appears today, we may be poised to enjoy a highly favorable situation where bad news is good news and good news is good news—based on a few big “ifs.” This is the opinion of noted economist Arthur B. Laffer, a valued adviser to Caldwell Trust Company for many years. We’d like to follow up on Laffer’s thoughts in this newsletter.

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Topics: Investments, Investment Letter

 


 

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