Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Florida Center for Early Childhood surprises Caldwell Trust staff

Written by Caldwell Trust | 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 Florida Center for Early Childhood, up on stage at their annual Festival of Trees event at Michael's on East and was presented a special recognition plaque.


R.G. "Kelly" Caldwell Jr., CEO and president of Caldwell Trust Company, was presented a special recognition plaque by Kathryn Shea, president and CEO of the Florida Center for Early Childhood at their annual Festival of Trees fundraiser.

The plaque was read aloud and states "In Recognition and Celebration of Your 20th Anniversary, The Florida Center for Early Childhood Salutes Caldwell Trust Company for is Continued Support & Commitment to the Children and Families of Sarasota County. We know it's because Caldwell Cares. Thanks for caring and thanks for investing in our children today for a better tomorrow."

This was a lovely gesture as no one was more surprised than our three sponsored tables of guests including Kelly and Melissa Caldwell! To say that those in attendance were touched is an understatement. We thank you Florida Center for Early Childhood.

Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $760 million in assets for clients throughout the United States. The company offers a full range of fiduciary services to individuals, including services as trustee, custodian, investment adviser, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. To learn more about Caldwell Trust Company, phone (toll-free), 941.493.3600 (Venice) or 941.926.9336 (Sarasota); email info@ctrust.com; or visit www.ctrust.com.

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