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

As the Company Grows; so does our Operations Department

Jan 1, 2014
Caldwell Trust Company clients may recognize the voice of Linda Bair even though they have never met her. When she joined ...
Read More

The Stock Markets: Nice run in 2013! What might 2014 hold?

Dec 31, 2013
The year 2013 began with the government spending sequester in force and Washington playing a large-scale game of brinksmanship ...
Read More

Florida Center for Early Childhood surprises Caldwell Trust staff

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 ...
Read More

Vice President/Trust Officer Jan Miller Helps Guide Growth of Caldwell Trust Company

Oct 23, 2013
When vice president and trust officer Jan Miller joined Caldwell Trust Company on January 1, 2001, the company was undergoing the ...
Read More

J. Mack Reid is named to Caldwell Trust Company Board of Directors

Oct 9, 2013
Community leader J. Mack Reid has joined the board of directors of Caldwell Trust Company through a unanimous board vote. “This ...
Read More

The Fed, the Economy, the News: When Bad News is Good, When Good News is Good

Oct 7, 2013
If the market continues as it appears today, we may be poised to enjoy a highly favorable situation where bad news is good news ...
Read More

To Taper, or Not to Taper: That is the Question

Aug 15, 2013
Recent headlines that the Federal Reserve is contemplating tapering its bond buying (QE or Quantitative Easing) program have ...
Read More

Caldwell Trust Officer Sonya Dlug, Marking 10th Anniversary

Aug 12, 2013
Around the turn of the twentieth century, Elbert Hubbard, an American writer, publisher, artist, and philosopher wrote, “If you ...
Read More

Special Report - 53rd Annual Laffer Conference Provides Overview of Economy

Jul 23, 2013
Representatives from Caldwell Trust Company attended the 53rd annual conference presented by Laffer and Associates in Washington, ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

Caldwell Trust Company was founded in November of 1993 to provide personal, traditional and independent trust services.

Sarasota Office

941-926-9336


27 South Orange Avenue
Sarasota, Florida 34236

Venice Office
Corporate Headquarters

941-493-3600


1400 Center Road
Venice, Florida 34292

Sign up for updates

©2024 Caldwell Trust Company