The Caldwell Trust Company Blog

Saluting George Donald Fraley and The Wilson-Wood Foundation

Posted by Caldwell Trust

Despite his quiet manner, George Donald Fraley has achieved a significant record of accomplishments in our community, most recently with the Wilson-Wood Foundation. The foundation board recently met and was joined by its accounting firm, Kerkering, Barberio, and its investment adviser, Caldwell Trust Company, in honoring Don for over 30 years of service to the Wilson-Wood Foundation. “Our focus is on children, older people, ethnic minorities and mental health,” Don said. As foundation vice president, he reviews grant applications along with secretary/treasurer/executive director Susan Wood — daughter of foundation co-founder John Wood — and her husband, Thomas Faessler, the president.

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Topics: Caldwell Cares

6 Smart Spending Habits to Pass Down to Your Children

Posted by Sandy Pepper

Teaching children about how money is earned and the responsible way to manage it is important, but not often discussed. As soon as a child is old enough to understand the concept of money, it’s a good idea to introduce smart spending habits. It’s also important that you “practice what you preach” as children are often more likely to copy what you do rather than listen to what you say.

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Topics: Caldwell Cares

Caldwell Trust Company Takes Home Top Honors at 2017 Frank G. Berlin, Sr. Small Business Awards

Posted by Sheryl Vieira

We're completely honored to have been awarded "Small Business of the Year," as well as "Professional Services Business of the Year."

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Topics: Caldwell Cares, Corporate

This Week We Say and Give Thanks

Posted by Kelly Caldwell

On behalf of Caldwell Trust Company, we wish you and your family a wonderful Thanksgiving Holiday spent with loved ones as you celebrate your blessings. We are honored and grateful for your continued support and hope you have a day filled with love and thanks. As a reminder, our offices will be closed November 24th in observance of the holiday. 

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Topics: Caldwell Cares

Today We Salute Our Veterans for their Service

Posted by Sheryl Vieira



Those that have served in the United States Military hold a special place in the hearts of Americans. These dedicated men and women put our safety above their own in order to provide us with the safety needed to raise our children and live healthy and prosperous lives throughtout the United States.  

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Topics: Caldwell Cares

Celebrating Our Great Country

Posted by Kelly Caldwell

During trying times, it is often easier to get distracted by the bad than it is to celebrate the good. As we all head into this July 4th weekend, we thought you might enjoy two quotes which remind us why we celebrate the birth of this great country.

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Topics: Caldwell Cares

Caldwell Trust Company Sarasota Location

Posted by Sheryl Vieira


CaldwellTrust_SarasotaOur Sarasota office, located on Main Street, is the perfect location for meeting with clients and prospects. Having our own parking is easy and keeps things as simple for our clients and guests as does our one floor, open, bright office. In addition to meeting with clients, prospects, neighbors and guests,  we also host area non-profits we support.

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Topics: Caldwell Cares

Caldwell Trust Company Hosts Non-Profit Organizations

Posted by Sheryl Vieira


Screen_Shot_2015-09-02_at_1.23.44_PMGiving back to the community that we live, work and play in has always been something that is important to everyone here at Caldwell Trust Company.  In addition to the financial support the company provides, and the personal time and effort many on the Caldwell team contribute to non-profit boards, committees and organizations; Caldwell offers the use of our board room and conference room space in both offices to area non-profit companies our team is involved with. It's just another way we like to give back!

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Topics: Caldwell Cares

"Evening Under the Stars" Funds Scholarships, Programs at SCF

Posted by Sheryl Vieira

Who says fundraising has to be stodgy? Caldwell’s staff felt the love at the “All You Need is Love” Evening Under the Stars, the annual fundraiser sponsored by the State College of Florida (SCF) Foundation on Saturday, April 11, at the college’s Venice campus. Caldwell women flashed heart-shaped sunglasses while men donned round frames à la John Lennon, co-composer (with Paul McCartney) of the 1967 hit song by the Beatles. The company got fully into the theme and captured second prize for its table décor/theme. 

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Topics: Caldwell Cares

Economic Development Roadshow Takes Interested Guests on Tour

Posted by Sheryl Vieira

As Caldwell Trust Company grows into the Bradenton/ Manatee County area, two of the company’s staff participated in the May 15 Economic Development Roadshow, hosted by the Lakewood Ranch Business Alliance in collaboration with Manatee County Government. Scott T. Antritt, assistant vice president and trust officer, and Sheryl Vieira, assistant vice president of marketing, joined the tour, the first of its kind.

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Topics: Caldwell Cares

 


 

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