VENICE, FL - William A. Cunningham has joined Caldwell Trust Company as vice president and trust officer according to R. G. “Kelly” Caldwell, Jr., president/CEO. Cunningham is based in Caldwell’s Sarasota office at 1561 Main Street.
Cunningham brings 45 years of trust experience to his new position. He began his career at Riggs National Bank in Washington, D.C., where he worked for 12 years in trust operations. In 1977, the Michigan native moved to Sarasota and a position as vice president at Southeast Bank, N.A., with responsibilities in trust/estate administration. He joined Northern Trust Bank of Florida, N.A. as vice president of trust administration in 1991, remaining with Northern Trust until his retirement in August 2009. Cunningham came out of retirement to join Caldwell Trust Company.
“We are very pleased to welcome Bill,” says Kelly Caldwell. “In addition to his enviable record of trust experience, he shares our traditional values and our emphasis on personal service.”
“I’m looking forward to working with a small company that shares my philosophy about customer relations, that the client is of utmost importance,” Cunningham says. “I have client relationships going back to my days with Southeast Bank. I care about my clients.”
Cunningham cares about community service as well. He has been active with at least 17 organizations during his years in the Sarasota area and recently retired from the board of Children First after ten years of service including a term as board president “My favorite causes involve children,” he says. “Second comes TideWell Hospice,” he says. “At one time, I was on five boards. Now I am just on the board of TideWell Hospice.” Cunningham has come full circle with that organization, beginning some 28 years ago with Hospice of Southwest Florida Foundation, TideWell’s precursor organization.
Caldwell Trust Company is an independent trust company with offices in Venice and Sarasota, Florida. Established in 1993, the firm currently manages over $440 million 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 advisor, financial manager and personal representative. Additionally Caldwell manages 401(k) and 403(b) qualified retirement plans for employers. As a free service, the trust company will also help newcomers establish residency and can refer them to local professionals to create Florida wills, trusts, living wills, and surrogate designations.