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The Caldwell Trust Company Blog

Sheryl Vieira

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Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Posted by Sheryl Vieira

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and scammers, slick sales pitches in our mailboxes, and so much else. At times we may feel that the sand is shifting beneath our feet. In truth, very little of the noise brings any benefit, despite the attention it demands.

At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.

Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.

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Topics: In the News, Corporate

Alan H. Blair Celebrates 10 Years with Caldwell Trust

Posted by Sheryl Vieira

Vice president and trust officer Alan H. Blair joined Caldwell Trust Company in October 2008, just as Caldwell was marking its 15th anniversary. It was a landmark year for Alan as well—the continuation of nine previous years as a trust officer, following on a highly successful 34-year career in higher education. Before joining Caldwell, he had been with Sun Trust Bank in Sarasota since 1999, where he was a senior regional trust officer and first vice president. In 2004 he also became major gifts officer at Wagner College, Staten Island, New York.

Throughout his career, Alan has combined his backgrounds in education and finance, providing institutional advancement services to colleges and trust admini

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Topics: In the News, Corporate

Caldwell is Ranked Top 25 in the State

Posted by Sheryl Vieira

Florida Trend Magazine — “The Magazine of Florida Business” — has named Caldwell Trust Company to its “Top Rank Book of Lists” for trust companies. The designation, for “Top Trust Banking Firms,” places Caldwell among the Top 25 in the State.

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Topics: In the News

Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Posted by Sheryl Vieira

We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the Year."

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Topics: Caldwell Cares, Corporate

Caldwell Trust Company hires Tony Blasini as VP, employee benefits

Posted by Sheryl Vieira

Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” Caldwell Jr., CEO and president. Blasini is based in the company’s headquarters in Venice. 

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Topics: Corporate

Today We Salute Our Veterans for their Service

Posted by Sheryl Vieira



Those that have served in the United States Military hold a special place in the hearts of Americans. These dedicated men and women put our safety above their own in order to provide us with the safety needed to raise our children and live healthy and prosperous lives throughtout the United States.  

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Topics: Caldwell Cares

Caldwell Trust Company hires seven new employees; 65% staff increase since 2011 reflects company’s continuing growth

Posted by Sheryl Vieira

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Topics: Corporate

Caldwell Trust Company is honored to have Thomas Stuhley join as our newest board of director

Posted by Sheryl Vieira

Retired banker Thomas Stuhley is the newest member of Caldwell Trust Company’s board of directors according to  R. G. “Kelly” Caldwell Jr., CEO and president. Caldwell praised Stuhley for his deep knowledge of financial and trust matters.  

After earning a bachelor's degree in economics and speech from the University of Arizona, the Southern California native began a career in banking. Stuhley served as a trust officer at a Midwestern bank at the beginning of his career and was also a banking officer and director of several northern Illinois banks. In 1988 he purchased a small community bank in southern Wisconsin and subsequently grew it into the successful chain of Mid America Banks before retiring as CEO/chairman/owner in 2007. 

 

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Topics: Corporate

Caldwell Trust Company Sarasota Location

Posted by Sheryl Vieira


CaldwellTrust_SarasotaOur Sarasota office, located on Main Street, is the perfect location for meeting with clients and prospects. Having our own parking is easy and keeps things as simple for our clients and guests as does our one floor, open, bright office. In addition to meeting with clients, prospects, neighbors and guests,  we also host area non-profits we support.

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Topics: Caldwell Cares

Caldwell Trust Company Hosts Non-Profit Organizations

Posted by Sheryl Vieira


Screen_Shot_2015-09-02_at_1.23.44_PMGiving back to the community that we live, work and play in has always been something that is important to everyone here at Caldwell Trust Company.  In addition to the financial support the company provides, and the personal time and effort many on the Caldwell team contribute to non-profit boards, committees and organizations; Caldwell offers the use of our board room and conference room space in both offices to area non-profit companies our team is involved with. It's just another way we like to give back!

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Topics: Caldwell Cares

 


 

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