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Caldwell Trust

Recent Posts

Agape Provides Planes and Pilots, Takes Supplies and Volunteers to Hurricane-Ravaged Bahamas

Oct 11, 2019
Bahamians have been struggling for survival since Hurricane Dorian made landfall on September 1, 2019. The Category 5 storm took ...
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Providing Christmas

Dec 24, 2018
Our Sarasota team coordinated a wonderful giving project for a sweet local family in need...
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Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

Dec 18, 2018
VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the ...
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Florida Public Relations Association Honors Sheryl Vieira

Oct 30, 2018
The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice ...
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Luis Morales Finishes First Year of FBA Trust School

Oct 23, 2018
Luis Morales has completed the first year of the Florida Bankers Association’s three-year Trust & Wealth Management School, ...
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Saluting George Donald Fraley and The Wilson-Wood Foundation

Aug 17, 2017
Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most ...
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Lee Celebrates 20 Years With Caldwell Trust!

Feb 21, 2017
H. Lee Thacker, Jr., CFP, Senior Executive Vice President, Secretary, Trust Officer and very good friend of Caldwell Trust ...
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Tony Robbins Explains What a Fiduciary Is

Jan 19, 2017
Do you know what a fiduciary is? A fiduciary is a person who holds a legal or ethical relationship of trust with one or more ...
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In The Blink of An Eye…Life Changes

Aug 30, 2016
It is far too often that the first meeting we have with a family is after an unexpected tragedy. As we all know, life can change ...
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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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