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Caldwell Trust

Recent Posts

Retirement: How Can I Make Sure I Don’t Outlive My Money?

Jul 17, 2014
Last month, Bank of America released a report regarding how Americans think about money. One of the more interesting statistics ...
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How Can I Help My Granddaughter Pay for College?

Jul 16, 2014
Higher education costs are at an all time high. Last year alone, 71% of students had an average student loan balance of $29,400 ...
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When Does It Make Sense to do Stock Buybacks?

Jul 8, 2014
As of December 31, 2013, S&P 500 companies reported more than $4 trillion in cash and short-term investments on their balance ...
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Caldwell is Honored to be Awarded 2014 Large Business of the Year

Jul 8, 2014
Caldwell Trust Company was recently honored by The Venice Area Chamber of Commerce as its 2014 Business of the Year at an event ...
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Caldwell Trust Company Creates Scholarships at the State College of Florida

Jul 2, 2014
By a unanimous vote of its board of directors, Caldwell Trust Company has established an annual scholarship program at the State ...
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Organizational Changes at Caldwell Trust Company

Jul 1, 2014
After successfully completing its first 20 years, Caldwell Trust Company is working towards the next 20. The company has grown ...
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John Booth Brings Common-Sense Approach to Handling the Trust Business

May 28, 2014
Common sense is genius dressed in its working clothes,” wrote Ralph Waldo Emerson. He could have been describing John S. Booth ...
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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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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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