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Caldwell Trust

Recent Posts

Market Snapshot - Big Trouble in Little China...Maybe

Aug 25, 2015
Today, we get a reprieve from the last few days of selling pressure in stocks. Overnight, China cut interest rates and reduced ...
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"Evening Under the Stars" Funds Scholarships, Programs at SCF

Aug 13, 2015
Who says fundraising has to be stodgy? Caldwell’s staff felt the love at the “All You Need is Love” Evening Under the Stars, the ...
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Do Stock Market Valuations Indicate Major Turning Points?

Aug 11, 2015
Many a market pundit has recently offered an opinion on stock valuations and most have ruled that the U.S. market is approaching ...
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Economic Development Roadshow Takes Interested Guests on Tour

Aug 6, 2015
As Caldwell Trust Company grows into the Bradenton/ Manatee County area, two of the company’s staff participated in the May 15 ...
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Roland G. Caldwell's Words Now Displayed at Entrance to Headquarters

Aug 4, 2015
When Roland G. Caldwell established Caldwell & Company in the 1970s, he may not yet have foreseen its successor, Caldwell ...
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What Kind of Returns Are You Expecting?

Jun 4, 2015
Many articles have been written highlighting the status of state and local government pensions. Primarily, these writings pointed ...
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Employer: Is Your 401(k) Putting You at Risk?

May 21, 2015
This week, the Supreme Court decided a case that should put all employers on alert in regards to their responsibilities as plan ...
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Leonard Nagel joins Caldwell Trust Company as Senior Vice President and Chief Technology Officer

May 19, 2015
Leonard Nagel has joined Caldwell Trust Company as senior vice president and chief technology officer according, to R. G. “Kelly” ...
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Florida Banker Magazine Features Caldwell Trust Company

May 11, 2015
Twenty plus years in the making, Caldwell Trust Company completes build-out of and moves into new headquarters in Venice, ...
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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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