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The Caldwell Trust Company Blog

3 Things to Consider When Choosing a Trust Company

Posted by H. Lee Thacker, Jr., CFP

When choosing a trust company there are a number of things to consider. Is this someone that you believe will take care of your family when you’re gone? Will they have the time to efficiently control your finances? Or, do they have the hands-on experience in the field to control your hard earned money?
 
Doing a little bit of research and ensuring that the person(s) who will be dealing with your finances is a right fit for what you are trying to accomplish financially is worth your bankers weight in gold. Consider these three factors below when choosing someone as your trustee.
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Caldwell Trust Company is honored to have Thomas Stuhley join as our newest board of director

Posted by Sheryl Vieira

Retired banker Thomas Stuhley is the newest member of Caldwell Trust Company’s board of directors according to  R. G. “Kelly” Caldwell Jr., CEO and president. Caldwell praised Stuhley for his deep knowledge of financial and trust matters.  

After earning a bachelor's degree in economics and speech from the University of Arizona, the Southern California native began a career in banking. Stuhley served as a trust officer at a Midwestern bank at the beginning of his career and was also a banking officer and director of several northern Illinois banks. In 1988 he purchased a small community bank in southern Wisconsin and subsequently grew it into the successful chain of Mid America Banks before retiring as CEO/chairman/owner in 2007. 

 

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