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Caldwell Trust

Recent Posts

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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Home for the holidays: Caldwell Trust Co. moves into new headquarters

Nov 26, 2014
There’s no place like home for the holidays.” Those lyrics, written in 1954, were true centuries before the song existed and will ...
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James R. Woods, director of Caldwell Trust, keeps right on working even after retirement

Nov 19, 2014
"A man can’t retire his experience. He must use it.” Those words by noted financier and philanthropist Bernard Baruch easily ...
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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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