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Caldwell Trust has become a trust leader and we intend to remain one

by Caldwell Trust

Video_J_Gabbert_ImageJames F. Gabbert, chairman of Caldwell Trust Company, is proud to be associated with Caldwell Trust Company and to be able to say that we provide the same level of service to our families that we provide our clients. In the late 80's, he was a customer of brokerage firms but was not extremely happy with the level of growth of his accounts. After a few meetings with Kelly Caldwell of Caldwell Trust Company, Jim realized that he could afford trust services with a trust officer. After looking into the fees his brokerage firms were charging and his net returns, he quickly became a client of Caldwell Trust Company and never looked back.

Starting as a client and then transitioning onto the board was a real eye-opener for Jim. He became involved in the company and the day-to-day operations. Jim has heard the success stories of families that came in without a direction for their finances or peace of mind for their future. He has watched them over a period of years become completely comfortable and very at-home with the services of Caldwell Trust Company. He has also watched the company itself grow.

Caldwell Trust Company has become a trust leader and we intend to remain one.

About Caldwell Trust Company

Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $800 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.

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