Caldwell & Co. Established
Caldwell Trust Company already had its roots when Roland Caldwell formalized his consulting services by establishing Caldwell & Co., an advisory firm specializing in investment guidance for the trust industry.
Roland Caldwell begins the Investment Newsletter
Roland Caldwell had become known as the author of a respected investment newsletter and was also a trust consultant for a major bank in Venice, Florida.
Kelly Caldwell Joins Caldwell & Co.
Kelly Caldwell, a recent high-honors engineering graduate of Georgia Institute of Technology, found Caldwell & Co. so interesting that he abandoned plans for law school and joined Roland at Caldwell & Co.
Caldwell Trust Company was Founded and Mission Statement Written
Roland and Kelly called on respected associates to help prepare the charter application for what would become one of the few independent trust companies in Florida. Roland then wrote "What We Believe" and the charter process began.
Nov. 2, 1993: Caldwell Trust Company Receives Charter
Nov. 3, 1993: Caldwell Trust Company serviced its first client. We're proud to say that many of our original clients, and their families, are still with Caldwell Trust Company today.
Jan. 3, 1994: Caldwell Trust Company moves into its offices in Venice on 201 Center Road
Mar. 1, 1994: Caldwell Trust Company's original Board is formed
Oct. 1, 2001: James S. Gabbert joins the Caldwell Trust Company Board of Directors
Apr. 1, 2006: H. Lee Thacker, who started as a client in 1996, joins the Caldwell Trust Company Board of Directors
Nov. 3, 2009: Caldwell Trust Company Celebrates 15 Years Anniversary
Feb. 1, 2012: Caldwell Trust Company Pledges $10,000 to SKY Academy for New Computers for Students
Nov. 1, 2013: Edrise Seivers Celebrates 20 Years at Caldwell Trust Company
Nov. 5, 2013: Danny Williams Celebrates 20 Years with Caldwell Trust Company
Nov. 5, 2013: Caldwell Trust Company Recognized by Sarasota County Commissioners for 20 Years of Professional Services, Community Giving and Employment Opportunities and Continues to Grow
Nov. 20, 2013: Caldwell Trust Company Celebrates 20th Year Anniversary
Dec. 1, 2013: Since the year 2000, Caldwell Trust Company has increased community contributions by 500%
Jan. 1, 2014: Jim Gabbert appointed to Chair of Review Board
Gov. Rick Scott appoints Jim Gabbert, Chair to the Sarasota County Charter Review Board.
Nov. 1, 2015: Tom Stuhley joins Caldwell Trust Company Board of Directors
Jan. 1, 2017: H. Lee Thacker celebrates 20 years
Jan. 1, 2018: Suzanne Thacker Celebrates 20 Years
Jan. 1, 2018: Caldwell Trust Company Celebrates 25th Year Anniversary