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Highest Standard of Excellence Awarded: Scott Antritt, Caldwell Trust

A big congratulations to Scott Antritt, Assistant Vice President and Trust Officer at Caldwell Trust Company for completing ...
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Hello IRS - Is That Really You?

Did you know that the IRS does not make phone calls? Over 90,000 Americans have fallen for this scam. Some are even $5 million ...
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Keep It or Shred It: How Long to Keep Income Tax Returns Around

You know you’re supposed to keep your tax records after you submit them, but when is it time to finally shred them? If you’re ...
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Lee Thacker Jr. is named senior executive vice president

H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company. Thacker has been with the Trust ...
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How an Investor Can Protect Against Fraud and Institutional Failure

Since the frauds like Madoff and Nadel and the institutional failures like Lehman Brothers and  Washington Mutual came to light; ...
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Caldwell is Honored to be Awarded 2014 Large Business of the Year

Caldwell Trust Company was recently honored by The Venice Area Chamber of Commerce as its 2014 Business of the Year at an event ...
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Caldwell Trust Company Creates Scholarships at the State College of Florida

By a unanimous vote of its board of directors, Caldwell Trust Company has established an annual scholarship program at the State ...
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Organizational Changes at Caldwell Trust Company

After successfully completing its first 20 years, Caldwell Trust Company is working towards the next 20. The company has grown ...
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John Booth Brings Common-Sense Approach to Handling the Trust Business

Common sense is genius dressed in its working clothes,” wrote Ralph Waldo Emerson. He could have been describing John S. Booth ...
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