VENICE, FL - Kathleen Toale has joined the board of directors of Caldwell Trust Company, according to R. G. “Kelly” Caldwell, Jr., CEO and president. The Sarasota native and her husband, David V. Toale, recently retired as the second generation of management of Toale Brothers Funeral Home. Kathleen Toale had worked at Toale Brothers, Inc., from 1979 until December 2006. Over the years, her responsibilities included human resources, marketing and advertising, advanced planning, insurances and profit-sharing. From 1982 through March 2006, she was also Executive Director of Florida for Trust 100, Inc. In that capacity, she coordinated the marketing and political issues for 12 independently owned and operated funeral homes throughout the state under the franchise of Trust 100, Inc.
She is known to many through her extensive community service. "My focus is on volunteer services rather than social aspects," Toale says. Before joining Caldwell's board, she was a director of LandMark Bank of Florida for over six years. She was also trustee and board chair of Plymouth Harbor, Inc., as well as a director of The Argus Foundation, Community Foundation of Sarasota County, Downtown Association of Commercial Property Owners and The Glenridge on Palmer Ranch. A graduate of Leadership Florida–Class XV, Toale was a member of the Greater Sarasota Chamber of Commerce, its Better Business Council and R.E.A.L. (Responsible & Enlightened Advocacy Through Leadership); Zonta Club of Sarasota; Senior Friendship Centers, Inc. and Senior Friendship Centers Foundation, Inc.; Sarasota Garden Club; St. Thomas More Catholic Church and the Congressional Committee Formation of the SW Florida National Cemetery.
"I was very honored to be asked to join Caldwell's board and to assist in the growth of the company," Toale says. Kathleen Toale and Kelly Caldwell and met as directors of The Argus Foundation. "I have known Kathleen for several years," says Kelly Caldwell. "Along with her business and banking knowledge, she brings energy and enthusiasm. Caldwell Trust Company will benefit greatly from her contributions."
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota. Established in 1993, the firm currently has over $400 million in assets under management.
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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