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Sheryl Vieira

Recent Posts

Where to Safely Keep a Personal Financial Organizer

A personal financial organizer is a way to organize and contain your sensitive financial documents all in one place, making it ...
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Why Audit Yourself?

Getting an unbiased opinion is always a good idea when it comes to things that really matter to you. Like your health. Or your ...
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Christopher N. Gray Serves As a Director Because ‘Caldwell Cares.’

Christopher N. Gray has served more than four years as a member of Caldwell’s board of directors and says he has enjoyed every ...
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Caldwell Trust Promotes Sheryl Vieira to Assistant Vice President of Marketing

Caldwell Trust Company has promoted Sheryl Vieira to assistant vice president of marketing, according to R. G. “Kelly” Caldwell ...
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Caldwell Trust Company wishes you a Happy New Year! Please Enjoy our Year-in-Review Video!!

  We're so appreciative and thankful for our clients, caring staff and talented directors. We hope you have wonderful New Year ...
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Caldwell Trust Company moves into new corporate headquarters

Caldwell Trust Company moved into its new headquarters at 1400 Center Road, Venice, just before the holidays and starts the new ...
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Thackers, Caldwell Trust support “Inspire A Child” at Robert and Joan Lee Boys & Girls Club

If you don’t know where you are going, any road will get you there.” That was sound advice over a century ago from Charles ...
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Kathleen Toale shares Caldwell’s commitment to family and financial goals

Kathleen Toale became a director of Caldwell Trust Company in 2009,after she and David, her husband of 36 years, retired from the ...
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James R. Woods, director of Caldwell Trust, keeps right on working even after retirement

"A man can’t retire his experience. He must use it.” Those words by noted financier and philanthropist Bernard Baruch easily ...
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