VENICE, FL – Trust officer Sonya Kristie of Caldwell Trust Company has been chosen as a member of the 2013-2014 Leadership Sarasota County Program, one of the programs operated by the Greater Sarasota Chamber of Commerce to nurture and engage the leadership skills of potential and current leaders. She has just completed the 2012-2013 “Engage Sarasota,” another of the Chamber’s Leadership programs. In its acceptance letter for Leadership Sarasota County, the Chamber told Sonya Kristie, “Your selection from this year’s outstanding pool of applicants was based on your ability to achieve your personal and career goals, as well as your demonstrated commitment to the community.”
Kristie joined Caldwell in 2003 and became a full-time staff member in 2005 after earning her bachelor’s degree in finance from the University of South Florida. She is responsible for day-to-day administration of trusts, which includes serving as wealth manager for trusts, IRA’s, estates and investment management relationships. She assists her clients with budgeting, estate planning, investments, taxes and legal matters in conjunction with their accountants and attorneys.
Since joining Caldwell, she has completed Florida Graduate Trust School programs sponsored by the Florida Bankers Association as well as studies in fiduciary income tax, basics of probate practice and special needs trusts. She has also completed classes to become a certified trust financial adviser.
Kristie has made a commitment to community service. As an active volunteer for The Florida Center for Early Childhood, she currently serves on the Festival of Trees fundraising committee and is a member of the development committee. She also assumed the presidency of the Sarasota Evening Toastmasters Club in January 2013. In addition, she joined the Sarasota County Search and Rescue team to become an official canine handler assisting the Sarasota County Sheriff’s Office as needs arise.
Sonya Kristie serves Caldwell Trust Company clients from the company’s Sarasota office at 1561 Main Street. To contact her, email sonya@ctrust.com or call 941.926.9336. To learn more about Caldwell Trust Company, visit www.ctrust.com, call toll-free at 800.338.9476 or email info@ctrust.com.
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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