VENICE, FL: Reppard Gordon has joined Caldwell Trust Company as assistant vice president and trust officer according to R. G. “Kelly” Caldwell Jr., CEO/president. Gordon comes to Caldwell with 17 years of experience in finance. He has assumed dual duties, working with individuals as a trust officer and with businesses through Caldwell’s retirement planning services.
Based in Caldwell’s Venice office, Gordon’s focus is in south Sarasota County including Venice and North Port, as well as in Punta Gorda, Port Charlotte and other communities in Charlotte County.
Reppard began his financial career in 2001 when he joined Bank of America in Tampa as a trust officer. He continued with Bank of America in Arcadia and Punta Gorda until 2007. That year he became senior vice president and Florida regional manager of Premier Services at M&I Bank (later acquired by BMO Harris Bank). During his tenure with BMO Harris Bank, he led the consumer bank for the west coast of Florida as retail market manager and senior vice president. He remained with BMO Harris bank until late 2016. Most recently he was branch administrator and executive vice president at Premier Community Bank of Florida--Sarasota/Manatee.
Gordon holds a B.S. from Campbell University, Buies Creek, NC, where he majored in international business with minors in financial planning (trust management) and business management/marketing. He also completed a German language requirement at the Goethe Institute in Staufen, Germany.
To contact Reppard, email email@example.com or call 941-493-3600. To learn more about Caldwell Trust Company, call 1-800-338-9476 (toll-free), 941-493-3600; (Venice) or 941-926-9336 (Sarasota); email firstname.lastname@example.org; or visit www.ctrust.com.
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.