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Caldwell Trust

Recent Posts

Sandra L. Pepper joins Caldwell Trust Company as vice president and senior trust officer

Jan 7, 2016
Sandra L. Pepper has joined Caldwell Trust Company as vice president and senior trust officer according to R. G. “Kelly” Caldwell ...
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Avoiding a Guardianship: 4 Steps You Can Take Today

Dec 29, 2015
Having little or no control of one’s estate and care can leave you feeling helpless—especially when an accident or decline in ...
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Caldwell Trust Company is honored to have Thomas Stuhley join as our newest board of director

Nov 4, 2015
Retired banker Thomas Stuhley is the newest member of Caldwell Trust Company’s board of directors according to R. G. “Kelly” ...
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Did You Know Your Email is Your Personal Diary? Scary isn't it?

Oct 30, 2015
Everyone has at least one email account and perhaps even three or four depending on your involvement with your community, church, ...
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What do you need to know about retirement funding?

Oct 15, 2015
According to a 2014 Census Bureau report, thirteen percent of the population is 65 years of age or older with longer life ...
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Caldwell Trust Company Sarasota Location

Oct 1, 2015
Our Sarasota office, located on Main Street, is the perfect location for meeting with clients and prospects. Having our own ...
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What Are Some Stealth Retirement Moves for the Wealthy?

Sep 24, 2015
Retirement procedures and strategies vary slightly depending upon your income bracket. High income earners do not qualify for ...
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Market Snapshot - The Fed: Will They, Won’t They, If Not Now, When?

Sep 16, 2015
With respect to raising interest rates for the first time in almost a decade, we can’t recall a time when the arguments for and ...
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To Frack or Not to Refrack: That is the Question

Sep 15, 2015
In this investment letter we provide an update on what is happening within the U.S. oil patch and its implications. When scanning ...
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Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

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