Caldwell Trust Cares About its Community

Caldwell’s commitment to the community started when we were still in organization in 1993,” says R. G. “Kelly” Caldwell Jr., CEO and president. “One of our original clients asked us to underwrite a golf event for the Suncoast Offshore Racing Association (SORA) to benefit The Florida Center for Early Childhood, among others. We have continued to support them ever since, along with a number of other charities. We especially favor those that help children and families.“Everyone who works here is encouraged to give back,” he adds. “When they come aboard, their charities come with them.”

As a result, Caldwell underwrites activities for dozens of worthy organizations every year, and its employees donate untold hours of talent. In addition, Caldwell Trust Company established its own
Foundation Trust to augment its charitable activities.

Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. 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.