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Caldwell Trust

Recent Posts

Florida Center for Early Childhood surprises Caldwell Trust staff

Dec 9, 2013
R.G. "Kelly" Caldwell Jr., CEO and president of Caldwell Trust Company, was asked to join Kathryn Shea, president and CEO of the ...
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Vice President/Trust Officer Jan Miller Helps Guide Growth of Caldwell Trust Company

Oct 23, 2013
When vice president and trust officer Jan Miller joined Caldwell Trust Company on January 1, 2001, the company was undergoing the ...
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J. Mack Reid is named to Caldwell Trust Company Board of Directors

Oct 9, 2013
Community leader J. Mack Reid has joined the board of directors of Caldwell Trust Company through a unanimous board vote. “This ...
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The Fed, the Economy, the News: When Bad News is Good, When Good News is Good

Oct 7, 2013
If the market continues as it appears today, we may be poised to enjoy a highly favorable situation where bad news is good news ...
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To Taper, or Not to Taper: That is the Question

Aug 15, 2013
Recent headlines that the Federal Reserve is contemplating tapering its bond buying (QE or Quantitative Easing) program have ...
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Caldwell Trust Officer Sonya Dlug, Marking 10th Anniversary

Aug 12, 2013
Around the turn of the twentieth century, Elbert Hubbard, an American writer, publisher, artist, and philosopher wrote, “If you ...
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Special Report - 53rd Annual Laffer Conference Provides Overview of Economy

Jul 23, 2013
Representatives from Caldwell Trust Company attended the 53rd annual conference presented by Laffer and Associates in Washington, ...
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Investors May Now Benefit from the Power of Compound Earnings

Jun 28, 2013
A dubious urban legend says that Albert Einstein named compound interest as the most powerful force in the universe. Another ...
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Susan H. Hines, J.D., joins Caldwell Trust Company as Vice President and Trust Officer

Jun 22, 2013
Susan H. Hines, J.D., has joined Caldwell Trust Company as a vice president and trust officer, according to R. G. “Kelly” ...
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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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