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Caldwell Trust

Recent Posts

Dr. Arthur B. Laffer presents his thoughts on the state of our economy

May 22, 2014
Dr. Arthur B. Laffer, internationally regarded economist and longtime consultant to investment managers and employees Caldwell ...
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Caldwell Trust Cares: Tidewell Hospice

May 19, 2014
R. G. “Kelly” Caldwell Jr., CEO and president of Caldwell Trust Company, poses with J. R. Martinez, the Caldwell-sponsored guest ...
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Florida Gov. Rick Scott Appoints Caldwell Board Chair James F. Gabbert

May 1, 2014
Governor Rick Scott has appointed James F. Gabbert, Caldwell’s board chair, to the Sarasota County Charter Review Board according ...
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Susan Hines teaches Students about Stocks and Investments

Mar 24, 2014
Why would an estate planner visit a middle school? Certainly Susan Hines never went to SKY Academy to look for clients among the ...
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2013 Was a Strong Year for Caldwell Trust Company

Mar 11, 2014
Construction is underway at 1400 Center Road. Caldwell Trust Company experienced healthy growth in several areas in 2013 ...
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Stocks in 2014 lag 2013's stellar performance; maybe that's good

Mar 3, 2014
U.S. stocks have taken a pause in their upward march. They began 2014 in uncertain territory, on the heels of headlines about ...
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New Venice headquarters needed for growth of Caldwell Trust Company

Jan 2, 2014
"Whenever you see a successful business, someone once made a courageous decision," wrote noted management consultant Peter ...
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Caldwell cares about its community...and the community responds

Jan 2, 2014
The spirit of giving has been a key element in Caldwell Trust Company's corporate culture since its founding twenty years ago. ...
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J. Mack Reid Brings Talent, Experience and Pride to Caldwell

Jan 1, 2014
Mack Reid joined Caldwell Trust Company’s board of directors in August 2013 but he and the company have shared a mutual respect ...
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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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