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Caldwell Trust

Recent Posts

Providing Christmas

Our Sarasota team coordinated a wonderful giving project for a sweet local family in need...
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Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the ...
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How to Calculate the True Cost of College

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of ...
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Florida Public Relations Association Honors Sheryl Vieira

The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice ...
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Luis Morales Finishes First Year of FBA Trust School

Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, which ...
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Saluting George Donald Fraley and The Wilson-Wood Foundation

Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most ...
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Lee Celebrates 20 Years With Caldwell Trust!

H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust ...
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Tony Robbins Explains What a Fiduciary Is

Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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In The Blink of An Eye…Life Changes

It is far too often that the first meeting we have with a family is after an unexpected tragedy. As we all know, life can change ...
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