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Wealth Management Solutions
and Traditional Trust Services
Building Wealth | Preserving Legacy
Dearest Clients and Friends,
It saddens my heart to report that my father, mentor, and our company founder, Roland Caldwell, recently passed away at 89.
Roland was the inspiration and driving force for the creation of Caldwell Trust Company, imparting to it--as he did to me--a love for serving people in the steeped tradition of trust banking when trust managers were encouraged and expected to take care of their clients personally, the way it was meant to be.
As we adjust to this new era, we are renewed by Roland’s original words in What We Believe and promise to hold dear those founding principles and values.
I thank every one of you for your kind words and well wishes to me, my family, and the entire Caldwell Trust family.
Very Truly Yours,
Kelly Caldwell
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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
Vero Beach Office
(772) 213-9144
(712) 226-5063
3055 Cardinal Drive Suite 202
Vero Beach, FL 32963