<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=778106407265440&amp;ev=PageView&amp;noscript=1">

Caldwell Trust Officer Sonya Dlug, Marking 10th Anniversary

by Caldwell Trust

l-dlug-sonyaAround the turn of the twentieth century, Elbert Hubbard, an American writer, publisher, artist, and philosopher wrote, “If you want something done, ask a busy person, for the other kind has no time.” More than a century later, trust office Sonya Dlug proves the wisdom of this long-forgotten writer every day. As she marks her tenth anniversary with Caldwell, she juggles multiple projects in a calm, soft-spoken way that belies the effort no one sees as she accomplishes task after task.

Her quiet approach and serene smile can be deceptive. Although some college students defer career decisions, Sonya already knew what she wanted by her sophomore year. The business administration major at then-Manatee Community College was working part time as a hostess at an Italian restaurant in Venice (where she and co-worker Robert Dlug became sweethearts). She was already mature enough to recognize that this was not a career path for her, and determined enough to do something about it.

A conversation with a friend sent her to Caldwell vice president and trust officer Jan Miller, who referred her to chief financial officer Marcia DeVries. In short order, with approval from Marcia and R. G. “Kelly” Caldwell, Jr., CEO/president, Sonya became an intern in the Venice office in 2003, reporting to Marcia. In January 2005, Kelly suggested that she round out her internship in the Sarasota officer (then located in Potter Park), reporting to Jan. Upon graduation from the University of South Florida in 2005, she became a full-time trust assistant, then a trust associate. In June 2010 she was promoted to trust officer.

Since joining Caldwell, Sonya has completed Florida Graduate Trust School programs sponsored by the Florida Bankers Association as well as studies in fiduciary income tax, basics of probate practice and special needs trusts. She has also completed classes to become a certified trust financial adviser—and even found time to marry Robert in 2009.

Sonya also makes time for community service. In 2005 she joined Melissa Caldwell in co-chairing the Festival of Trees and Lights, which benefits The Florida Center for Early Childhood, and has served on the Festival committee every year since then. She recently joined the Sarasota Evening Toastmasters Club 6026 and promptly became sergeant-at-arms. From there it was a short step to assuming the presidency this past January.

“I can’t tell you how happy we are that Sonya chose to join us,” Kelly said. “Even though she was very young when she knocked on our door, we felt that she held great potential. Now, ten years later, I can honestly say she has exceeded even our optimistic expectations. It’s a joy to work with her.”

To reach Sonya, email sonya@ctrust.com or call 941.926.9336.

About Caldwell Trust Company 

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.


Subscribe to the Caldwell Trust Blog