Client Login
Call Us: 800-338-9476
Investment Management
Trusts & Estates
Retirement Planning
About Us
Locations
Sarasota
Venice
Resources
Blog
Quarterly Newsletter
Monthly Market Commentary
Client Login
Caldwell Trust Company – Building Wealth and Preserving Legacy Blog
Reppard Gordon joins Caldwell Trust Company as assistant vice president and trust officer
Jan 3, 2019
VENICE, FL: Reppard Gordon has joined Caldwell Trust Company as assistant vice president and trust officer according to R. G. ...
Read More
Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award
Dec 14, 2018
VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the ...
Read More
Florida Public Relations Association Honors Sheryl Vieira
Nov 2, 2018
The Central West Coast Chapter of the Florida Public Relations Association (CWC-FPRA) surprised Sheryl Vieira, Caldwell’s Vice ...
Read More
Caldwell Trust Company is Ranked Top 25 in the State by Florida Trend Magazine
Jun 28, 2018
Florida Trend Magazine — “The Magazine of Florida Business” — has named Caldwell Trust Company to its “Top Rank Book of Lists” ...
Read More
Gina B. Jordan Joins Caldwell Trust Company as a Senior Vice President and Trust Officer
Jun 6, 2018
Gina B. Jordan, CTFA, CFP®, has joined Caldwell Trust Company as a senior vice president and trust officer according to R. G. ...
Read More
Caldwell Trust Company Promotes Three Employees to Vice President
May 2, 2018
Caldwell Trust Company has promoted three of its staff members to vice presidents according to R. G. “Kelly” Caldwell, ...
Read More
Caldwell Trust Company Reaches Milestone With $1 Billion in Assets
Mar 15, 2018
Caldwell Trust Company has reached the milestone of $1 billion in assets according to R. G. “Kelly” Jr., CEO/president. “We’re ...
Read More
Caldwell Trust Company Wins Twice at Greater Sarasota Chamber of Commerce Awards Luncheon
Jun 28, 2017
Caldwell Trust Company wins twice at Greater Sarasota Chamber of Commerce awards luncheon: Chamber names Caldwell winner of its ...
Read More
Caldwell Trust Company hires Tony Blasini as VP, employee benefits
Apr 14, 2017
Caldwell Trust Company has hired Tony Blasini, CPA, QPA, as vice president, employee benefits, according to R. G. “Kelly” ...
Read More
Dennis Shanahan joins Caldwell Trust as Operations Associate
Feb 17, 2017
We welcome Dennis Shanahan as operations associate. In that capacity Dennis will assist the operations division with overall ...
Read More
Caldwell Trust Company and its board chair award $10,000 to nursing students at State College of Florida, Manatee-Sarasota
Oct 19, 2016
VENICE, FL: Caldwell Trust Company and its Board Giving Program committee awarded $10,000 in scholarships to six candidates for a ...
Read More
Caldwell Trust Company hires J. Chris McGee as Vice President, Investments
Sep 27, 2016
VENICE, FL: Caldwell Trust Company has hired J. Chris McGee as vice president of investments according to R. G. “Kelly” Caldwell, ...
Read More
Caldwell Trust Company Hires Seven New Employees
May 18, 2016
65% Staff Increase Since 2011 Reflects Company’s Continuing Growth
Read More
Caldwell Trust Welcomes Sandra L. Pepper as Vice President & Senior Trust Officer
Jan 4, 2016
VENICE, FL: Sandra L. Pepper has joined Caldwell Trust Company as vice president and senior trust officer according to R. G. ...
Read More
Caldwell Trust Company Board of Directors Awards Grants to Sarasota Military Academy and an Alumnus
Dec 17, 2015
VENICE, FL: The board of directors of Caldwell Trust Company recently awarded $5,000 in grants, with two grants totaling $3,000 ...
Read More
Tramm Hudson Joins Board of Directors of Trust Companies of America, Inc.
Oct 1, 2015
VENICE, FL – Tramm Hudson has joined the board of directors of Trust Companies of America, Inc., according to R. G. "Kelly" ...
Read More
Leonard Nagel joins Caldwell Trust Company as Senior Vice President and Chief Technology Officer
Jun 1, 2015
VENICE, FL - Leonard Nagel has joined Caldwell Trust Company as senior vice president and chief technology officer, according to ...
Read More
Make-A-Wish® Central & Northern Florida Receives Donation from Caldwell Trust Company
Apr 1, 2015
VENICE, FL - Make-A-Wish® Central & Northern Florida recently received a $4,000 donation from Caldwell Trust Company. ...
Read More
Previous
1
2
3
4
Next
Subscribe to our blog
Recent Posts
Which Documents Do I Need to Keep Forever?
Sep 25, 2023
The Difference Between Using a Trust Company as an Investment Manager vs. a Broker
Sep 11, 2023
What Does a Trust Company Do?
Aug 21, 2023
5 Questions to Ask Before Hiring an Investment Advisor
Download The Guide
The 9 Step Guide to Establishing a 401(k) for Your Business
Download the guide
Posts by Tag
Corporate
(4)
In the News
(4)
Caldwell Cares
(2)