David Osgood, AWMA®

David Osgood, AWMA®

Executive Vice President and Director of Vero Beach

David Osgood, AWMA®, has joined Caldwell Trust Company to lead the establishment of its new office in Vero Beach, bringing a wealth of financial expertise and a commitment to exceptional client service. With a distinguished background in wealth management, David holds the Accredited Wealth Management Advisor® (AWMA®) designation, which reflects his comprehensive knowledge in guiding high-net-worth individuals and families toward their financial goals.

Prior to joining Caldwell Trust Company, David developed a robust career in wealth management, with a focus on personalized investment strategies, retirement planning, and estate planning. His approach blends sophisticated financial insights with a deep understanding of his clients' unique needs, allowing him to provide tailored solutions that help preserve and grow wealth across generations.

In his new role at Caldwell Trust Company, David is responsible for expanding the firm’s presence in the Vero Beach area, where he is dedicated to building strong relationships with clients and providing a high level of professional service. David’s client-centric philosophy, combined with Caldwell Trust Company’s comprehensive suite of services, ensures that clients receive the most thoughtful and effective financial strategies.

David is married to Suzy, and together they have three children. His family values, along with his strong ties to the Vero Beach community, guide his personal and professional life, making him a trusted advisor who understands the importance of both financial security and family well-being.

David’s reputation for integrity, professionalism, and exceptional client care, combined with his personal commitment to the community, makes him an ideal fit for this new chapter at Caldwell Trust Company. He looks forward to helping clients navigate the complexities of wealth management and providing the support needed to secure a prosperous future.