Alyssa “Ali” Orme

Alyssa “Ali” Orme

Vice President and Senior Trust Officer

Alyssa “Ali” Orme serves as Senior Trust Officer at Caldwell Trust Company’s Sarasota office, where she brings more than a decade of specialized experience in fiduciary administration, estate planning, and comprehensive wealth management. In her role, Ms. Orme works closely with clients to deliver customized trust solutions, integrating her deep knowledge of tax law, multigenerational planning, and investment oversight to meet each client’s unique objectives.

Before joining Caldwell Trust Company, Ms. Orme was Vice President and Senior Trust Officer at Bank of America Private Bank in Nashville, Tennessee. In this capacity, she was responsible for administering complex fiduciary relationships for ultra-high-net-worth individuals and families. Her expertise included the oversight of revocable and irrevocable trusts, investment management and custody accounts, ILITs, retirement assets, and estates. She also served as a key liaison in regulatory and risk compliance, ensuring estate plans remained aligned with current laws and evolving client circumstances.

Earlier in her career, Ms. Orme held several progressively responsible positions 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 trajectory within the organization reflects a consistent commitment to technical excellence, analytical precision, and outstanding client service.

Ms. Orme earned her bachelor’s degree from the University of Louisville and holds the Certified Trust and Fiduciary Advisor (CTFA) designation. She is pursuing Cannon’s Wealth Strategist Certification to deepen further her capabilities in advanced estate and tax planning strategies.

In addition to her professional accomplishments, Ms. Orme is an active community volunteer and leader. She has served with organizations such as Big Brothers Big Sisters of Middle Tennessee, the American Red Cross, and United Way. After completing board training through Nashville's Young Leader's Council,  her civic engagement began with board service on the Nashville Predators Foundation’s Young Professionals Board and committee leadership roles with Advancing Women in Nashville. During her tenure at Bank of America, she contributed to several employee resource groups, including LEAD, HOLA, and MSAG.

Known for her integrity, diligence, and client-focused approach, Ms. Orme is a trusted fiduciary professional committed to delivering long-term value to the individuals and families she serves.