VENICE, FL - Caldwell Trust Company has introduced a series of blogs that provide solid financial advice in easy-to-understand language. With these brief articles—often accompanied by video presentations—members of Caldwell’s board of directors, its trust officers and other highly qualified staff members provide authoritative information on topics of importance to readers at different stages of their lives. Some even cover often-overlooked situations such as “Fido…What Will Happen to Him Once I’m Gone?”
Caldwell Trust Company provides the blogs as part of its commitment to providing a high level of service, not only to clients but also to others who seek additional guidance in reader-friendly financial matters. These blogs are posted online at http://blog.ctrust.com/. R. G. “Kelly” Caldwell, Jr., CEO and president, views them as one more example of the company’s commitment to its core values: to provide highly personalized service in a traditional manner and to remain an independent trust company, free of outside influences.
In one of her blogs, assistant vice president and trust officer Sonya Dlug presents an example of the many ways she helped “Gene,” a recently widowed woman suddenly faced with handling financial and health matters on her own. (http://blog.ctrust.com/sonya-dlug-assistant-vice-president-and-trust-officer). The Venice resident drew on 12 years of experience with Caldwell to assist “Gene.” Dlug held an associate’s degree from then-Manatee Community College when she joined the company as an intern in 2003 and became a trust assistant upon graduation from the University of South Florida in 2005. By 2010 she had become a trust officer and in 2014 was also named assistant vice president.
Sheryl Vieira, assistant vice president of marketing, implements the blogs and welcomes suggestions for topics. Topics of the available blogs include these, for example:
• Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery
• How Can I Help My Granddaughter Pay for College?
• How to Help Aging Parents Protect Their Financial Assets
• How Does a Winter Resident Prove Florida Residency?
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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