SARASOTA, FL—Scott T. Antritt has joined Caldwell Trust Company as a trust officer, according to R. G. “Kelly” Caldwell, Jr., CEO and president. He is based in Caldwell’s Sarasota office at 1561 Main Street.
The Ohio native had worked since 2006 in dual positions in Zanesville: as a trust associate with Century National Bank and as financial adviser with Raymond James Financial Services. Prior to that, he had been a financial adviser with MetLife Financial Service and an independent registered securities representative with Brecek & Young Financial Advisors. “Scott brings a high level of trust experience,” Kelly Caldwell says. “I’m confident that our clients will enjoy working with him as much as we do.”
A graduate of Ohio University, Antritt holds a B.A. in business administration with a concentration in finance and insurance. He has also completed the Certified Financial Planner (CFP) curriculum in the College for Financial Planning, where he studied Financial Planning & Insurance, Investment Planning, Employee Benefits, Tax Planning, and Estate Planning. He is licensed by the Securities & Exchange Commission/Financial Industry Regulatory Authority (SEC/FINRA) in Series 6, 7 and 63, and by the state of Ohio for Life/Health/Accident insurance.
Caldwell Trust Company is an independent trust company with offices at 201 Center Road, Venice, and 1561 Main Street, Sarasota, Florida. Established in 1993, the firm currently manages over $500 million 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 advisor, financial manager and personal representative. Additionally, Caldwell manages 401(k) and 403(b) qualified retirement plans for employers.
To reach Scott Antritt, email scott@ctrust.com or call 941.926.9336. To learn more about Caldwell Trust Company, call toll-free at 800.338.9476 or email info@ctrust.com. To call locally, phone 941.493.3600 in Venice or 941.926.9336 in Sarasota.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $600 million 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.
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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