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Caldwell Trust

Recent Posts

There's No Place Like Home: Your Financial Planning is Key

Jan 15, 2015
The idea of wanting to remain in your home for the duration of your life, surrounded by the familiar that evokes wonderful ...
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Christopher N. Gray Serves As a Director Because ‘Caldwell Cares.’

Jan 13, 2015
Christopher N. Gray has served more than four years as a member of Caldwell’s board of directors and says he has enjoyed every ...
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Caldwell Trust Promotes Sheryl Vieira to Assistant Vice President of Marketing

Jan 8, 2015
Caldwell Trust Company has promoted Sheryl Vieira to assistant vice president of marketing, according to R. G. “Kelly” Caldwell ...
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Caldwell Trust Company wishes you a Happy New Year! Please Enjoy our Year-in-Review Video!!

Jan 1, 2015
We're so appreciative and thankful for our clients, caring staff and talented directors. We hope you have wonderful New Year and ...
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Caldwell Trust Company moves into new corporate headquarters

Dec 16, 2014
Caldwell Trust Company moved into its new headquarters at 1400 Center Road, Venice, just before the holidays and starts the new ...
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Thackers, Caldwell Trust support “Inspire A Child” at Robert and Joan Lee Boys & Girls Club

Dec 11, 2014
If you don’t know where you are going, any road will get you there.” That was sound advice over a century ago from Charles ...
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Stocks still the asset class of choice; correction afoot?

Dec 9, 2014
With three quarters of 2014 complete and the beginning of a market correction materializing, we are reminded of how resilient the ...
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Kathleen Toale shares Caldwell’s commitment to family and financial goals

Dec 4, 2014
Kathleen Toale became a director of Caldwell Trust Company in 2009, after she and David, her husband of 36 years, retired from ...
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Fido…What Will Happen to Him Once I’m Gone?

Dec 2, 2014
You may never have asked yourself what would happen to your beloved pet when you do, in fact, pass. Many of us don’t think that ...
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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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