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Caldwell Trust

Recent Posts

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

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

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

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

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

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

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!

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

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

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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