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About Us


Our Commitment

Since receiving our charter from the State of Florida in 1993, our business has continued to grow through individuals who are attracted to a trust service provider that sincerely believes in giving clients what it promises, including quality investment management and estate planning. We can and do meet a need that is not being filled by conventional providers at larger financial organizations, where fees increase and traditional trust services are abandoned in favor of brokerage and mutual fund-type activities. Caldwell Trust Company has enjoyed continued success by remaining true to the same tenets that management outlined in our original charter application. Simply stated as follows:


It's a relationship,
not a transaction


Uphold the values
in what we believe


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Our Heritage

Founded in 1993, Caldwell Trust Company is an independent trust company with more than 25 years of investment experience and $1.5 billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We are known for personalized service that safeguards client assets while maximizing investment return. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally, Caldwell offers 401(k) and 403(b) qualified retirement plans to companies.

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Our Mission

It is our belief that our CTC family consists of three equal parts: our clients, our staff and our shareholders. The mission for each must equally succeed for our entire company to flourish and achieve our vision.


Take care of our clients’ needs by exceeding their expectations and helping them achieve peace of mind knowing that they are on the best plan to secure their futures and that of their families.


Remain the employer of choice in our industry by creating an environment where staff develop their full potential professionally, personally and financially. Provide a workplace atmosphere that fosters overall quality of life for our staff and their families.


Provide sustainable returns and liquidity to shareholders to ensure our independence, which supports our client and staff missions.

What We Believe

Each of us in this organization lives and breathes a belief that we are engaged in a truly noble calling, the demands of which are unlike those of any other profession. This is because standards for fiduciaries mandate a level of unwavering conduct, loyalty and personal integrity matched by few other disciplines in this changing and uncertain world. To serve as your trustee or fiduciary, one must find comfort and pleasure being immersed daily in an environment of uncompromised decency and honesty, earning and receiving total confidence from our clients by doing genuine good for them and their families. For this rare individual the personal rewards are high.

It is with this in mind that we assure you, the prospective customer, that the basic policies of the trust business are steeped in the tradition of the common law, withstanding the test of time. This also serves to gently but clearly remind those of us in the profession over and over of those certain cardinal principles, practices and precedents of long standing, that, if adhered to without fail, will benefit the client, our community - all of us - guaranteeing the personal success in this distinct, increasingly vital and growing profession.

In this tradition, we pledge our honor, reputation and names.    

— Roland G. Caldwell, Founder

View our mission statement

Meet Our Team

Our dedicated trust officers at Caldwell Trust Company are devoted to providing superior fiduciary services to individuals, families, and businesses across the United States. With decades of combined experience in the financial services industry, our knowledge of safeguarding client assets while maximizing investment returns keeps the company growing.

View all vice presidents, trust advisors, and directors

Jan Miller

Senior Executive Vice President 
 Trust Officer


H. Lee Thacker, Jr., CFP

Senior Executive Vice President, Secretary & Trust Officer

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We Believe in Giving Back

We are honored to contribute to our community both as a company and as individuals. Since the year 2000, Caldwell Trust Company has increased its community contributions by 490%. Members of our staff are active in the Rotary and Sertoma service organizations and several hold seats on the boards of organizations designed to help community members through life enrichment and assistance to those in need. 


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