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.Read More