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Caldwell Trust Company – Building Wealth and Preserving Legacy Blog
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 introduces blogs with easy-to-understand financial advice
Jan 8, 2015
VENICE, FL - Caldwell Trust Company has introduced a series of blogs that provide solid financial advice in easy-to-understand ...
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Caldwell Trust Company Moves into New Corporate Headquarters
Dec 15, 2014
VENICE, FL - Caldwell Trust Company moved into its new headquarters at 1400 Center Road, Venice, just before the holidays and ...
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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 announces significant fee reduction for many retirement benefit plans that it manages
Oct 28, 2014
SARASOTA, FL - “Caldwell Trust Company is pleased to announce a significant investment fee reduction for many retirement plans ...
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H. Lee Thacker Jr. is named senior executive vice president of Caldwell Trust Company
Aug 5, 2014
VENICE, FL – H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company, according to R. G. ...
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Venice Area Chamber of Commerce names Caldwell Trust Company as 2014 Large Business of the Year
Jul 11, 2014
VENICE, FL - The Venice Area Chamber of Commerce honored Caldwell Trust Company as its 2014 Business of the Year at an event ...
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Marc Hanson joins Caldwell Trust Company as chief financial officer
Jul 7, 2014
VENICE, FL - Marc Hanson has joined Caldwell Trust Company as chief financial officer and vice president according to R. G. ...
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Caldwell Trust Company Establishes Scholarship Program Through the SCF Foundation Inc.
Jul 1, 2014
Venice, FL — Caldwell Trust Company (CTC) has established a scholarship program through the State College of Florida (SCF) ...
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Trust Company of America, parent of Caldwell Trust Company, declares mid-year cash dividend on common stock
Apr 29, 2014
VENICE, FL: The Board of Directors of Trust Companies of America, Inc., parent of Caldwell Trust Company, voted on April 15, ...
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Caldwell Trust Company vice president Susan H. Hines teaches SKY Academy students about stocks and STEM
Mar 5, 2014
VENICE, FL –Students usually take the classes that their teachers and parents recommend, even if they do not always understand ...
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Halfacre Construction Company Chosen for New $3M Caldwell Trust Company Headquarters in Venice
Feb 11, 2014
Venice, FL – Lakewood Ranch-based Halfacre Construction Company has been selected to build the new corporate headquarters for ...
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Caldwell Trust Company notes overall growth in 2013; investment management services account for 80 percent of its business
Feb 10, 2014
VENICE, FL – Caldwell Trust Company experienced healthy growth in several areas in 2013, according to R. G. “Kelly” Caldwell Jr., ...
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Gov. Rick Scott Appoints Sarasota Resident James F. Gabbert to Sarasota County Charter Review Board
Jan 22, 2014
VENICE, FL – Governor Rick Scott has appointed James F. Gabbert to the Sarasota County Charter Review Board according to a news ...
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J. Mack Reid Joins Board of Directors of Caldwell Trust Company
Oct 15, 2013
VENICE, FL – J. Mack Reid has joined the board of directors of Caldwell Trust Company through a unanimous vote of the board, ...
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Caldwell Trust Company celebrates its 20th anniversary with a new building
Oct 1, 2013
VENICE, FL –If stone, marble and mortar bespeak permanence, it’s clear that Caldwell Trust Company is here to stay. As the ...
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Trust Officer Sonya Kristie of Caldwell Trust Company Named to Leadership Sarasota County
Aug 21, 2013
VENICE, FL – Trust officer Sonya Kristie of Caldwell Trust Company has been chosen as a member of the 2013-2014 Leadership ...
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H. Lee Thacker Jr. is named senior executive vice president of Caldwell Trust Company
Aug 5, 2013
VENICE, FL – H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company, according to R. G. ...
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