Alyssa “Ali” Orme

Alyssa "Ali" Orme, CTFA®, AFIM®

Vice President and Senior Trust Officer

Alyssa “Ali” Orme is a Vice President and Senior Trust Officer at Caldwell Trust Company in Sarasota, Florida, with more than a decade of experience in fiduciary administration, trust services, estate planning, and wealth management. She works closely with individuals and families to deliver customized trust and fiduciary solutions, drawing on deep expertise in tax law, multigenerational planning, and investment oversight to align each strategy with her clients’ long-term objectives.

Ms. Orme has completed the requirements for and been approved to hold the Accredited Fiduciary Investment Manager® (AFIM®) designation, further demonstrating her commitment to fiduciary best practices and prudent investment oversight.

Prior to joining Caldwell Trust Company, Ms. Orme served as Vice President and Senior Trust Officer at Bank of America Private Bank in Nashville, Tennessee. There, she administered complex fiduciary relationships for ultra-high-net-worth individuals and families, including revocable and irrevocable trusts, investment management and custody accounts, irrevocable life insurance trusts (ILITs), retirement assets, and estates. She also played a key role in regulatory compliance and risk management, helping ensure estate plans remained aligned with evolving laws and client needs.

Earlier in her career, Ms. Orme held multiple progressively responsible roles at Fifth Third Private Bank, including Assistant Vice President and Trust Officer II, Business Controls Analyst II, and Wealth and Asset Management Operations Officer. Her professional advancement reflects a strong foundation in fiduciary operations, risk controls, and client service excellence.

Ms. Orme earned her bachelor’s degree from the University of Louisville and holds the Certified Trust and Fiduciary Advisor (CTFA®) designation. 

In addition to her professional practice, Ms. Orme is an active community volunteer and civic leader. She has supported organizations including Big Brothers Big Sisters, the American Red Cross, and United Way. After completing board training through Nashville’s Young Leaders’ Council, she served on the Nashville Predators Foundation Young Professionals Board and held committee leadership roles with Advancing Women in Nashville. During her tenure at Bank of America, she also contributed to several employee resource groups, including LEAD, HOLA, and MSAG. Ms. Orme is an active member of the Sarasota Chamber of Commerce’s Young Professionals Group.

Known for her integrity, diligence, and client-focused approach, Ms. Orme is a trusted fiduciary professional dedicated to helping clients preserve, manage, and transfer wealth with clarity and confidence.