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Caldwell Trust

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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 ...
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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 ...
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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” ...
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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. ...
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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, ...
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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 ...
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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 ...
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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 ...
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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, ...
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Caldwell Trust Company Hires Seven New Employees

May 18, 2016
65% Staff Increase Since 2011 Reflects Company’s Continuing Growth
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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. ...
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Caldwell Trust Company brings noted economist Stephen Moore to Venice Senior High School

Mar 8, 2015
VENICE, FL - R. G. “Kelly” Caldwell Jr. always stays close to his roots in Venice. The CEO and president of Caldwell Trust ...
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Caldwell Trust Company promotes Sheryl Vieira to assistant vice president of marketing

Nov 1, 2014
SARASOTA, FL - Caldwell Trust Company has promoted Sheryl Vieira to assistant vice president of marketing according to R. G. ...
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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

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