Gina B. Jordan, CTFA, CFP®, has joined Caldwell Trust Company as a senior vice president and trust officer according to R. G. “Kelly” Caldwell Jr. “We welcome Gina enthusiastically,” Kelly said. “She brings extensive experience in trust and estate administration that she’s acquired over 30 years in the industry.”
Jordan comes to Caldwell after 25 years with Northern Trust, most recently as a senior vice president and team leader of Northern’s personal client services group in Sarasota. Before that she was a trust officer with Southeast Bank/First Union Bank. She graduated magna cum laude from Wheeling Jesuit College with a B. S. in business administration and has continued to broaden her education over the years, graduating in 1991 from the National Graduate Trust School with the designation of Certified Trust and Financial Adviser. In 2007 she earned the designation of Certified Financial Planner.
Besides her commitment to the needs of clients, Gina is an active community volunteer. She and her husband Bill—a real estate appraiser with Chapman and Associates—are passionate proponents of therapy dogs and owners of a therapy rottweiler. They are certified handlers through their training with Southeastern Guide Dogs as well as members of the Alliance of Therapy Dogs. In addition, Gina has been a past board member for Children First and Children’s Haven and has also volunteered her services to Rotary, Tidewell Hospice, and Women's Leadership Initiative.
She is based in Caldwell’s Sarasota office. To contact Gina, email email@example.com or call 941.926.9336.
Established in 1993, Caldwell Trust Company is an independent trust company that manages a billion dollars in assets for clients throughout the United States. 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.