<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=778106407265440&amp;ev=PageView&amp;noscript=1">

Highest Standard of Excellence Awarded: Scott Antritt, Caldwell Trust

Sep 23, 2014
A big congratulations to Scott Antritt, Assistant Vice President and Trust Officer at Caldwell Trust Company for completing ...
Read More

Hello IRS - Is That Really You?

Sep 16, 2014
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 ...
Read More

Keep It or Shred It: How Long to Keep Income Tax Returns Around

Aug 19, 2014
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 ...
Read More

Lee Thacker Jr. is named senior executive vice president

Aug 6, 2014
H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company. Thacker has been with the Trust ...
Read More

How an Investor Can Protect Against Fraud and Institutional Failure

Jul 29, 2014
Since the frauds like Madoff and Nadel and the institutional failures like Lehman Brothers and Washington Mutual came to light; ...
Read More

Caldwell is Honored to be Awarded 2014 Large Business of the Year

Jul 8, 2014
Caldwell Trust Company was recently honored by The Venice Area Chamber of Commerce as its 2014 Business of the Year at an event ...
Read More

Caldwell Trust Company Creates Scholarships at the State College of Florida

Jul 2, 2014
By a unanimous vote of its board of directors, Caldwell Trust Company has established an annual scholarship program at the State ...
Read More

Organizational Changes at Caldwell Trust Company

Jul 1, 2014
After successfully completing its first 20 years, Caldwell Trust Company is working towards the next 20. The company has grown ...
Read More

John Booth Brings Common-Sense Approach to Handling the Trust Business

May 28, 2014
Common sense is genius dressed in its working clothes,” wrote Ralph Waldo Emerson. He could have been describing John S. Booth ...
Read More

Subscribe to our blog

5 Questions to Ask Before Hiring an Investment Advisor

5 Questions Document Fan - 2022
Download The Guide

The 9 Step Guide to Establishing a 401(k) for Your Business

9StepFan
Download the guide

Posts by Tag

See all

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

Sign up for updates

©2024 Caldwell Trust Company